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Steward Financial Group’s First Merchants FRME Stock Holding History

Steward Financial Group’s Portfolio FRME Stock Details FRME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1K Buy
+44
New +$1.32K ﹤0.01% 1151
2022
Q3 		– Sell
-27
Closed – – 542
2022
Q2 		$0 Buy
+27
New +$1.06K ﹤0.01% 1108

Other funds holding FRME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Steward Financial Group's FRME Position: Q3 2023 in Review

Steward Financial Group opened a new position in First Merchants (FRME) in Q3 2023: 44 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1151 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in FRME as recently as Q2 2022.

Steward Financial Group first reported a position in FRME in Q2 2022 and has held it in 2 quarters since. 213 funds tracked by Wall St. Rank hold FRME as of Q3 2023.

  • Steward Financial Group held 44 shares of First Merchants worth $1K as of Q3 2023.
  • First Merchants was a new Steward Financial Group position in Q3 2023.
  • First Merchants made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1151 holding.
  • Steward Financial Group first reported a position in First Merchants in Q2 2022 and has held it in 2 quarters since.
  • 213 funds tracked by Wall St. Rank held First Merchants as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.