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Steward Partners Investment Advisory’s First Merchants FRME Stock Holding History

Steward Partners Investment Advisory’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
2025
Q2 		– Sell
-24
Closed -$971 – 4169
2025
Q1 		$971 Hold
24
– – ﹤0.01% 3777
2024
Q4 		$957 Buy
+24
New +$971 ﹤0.01% 3762

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Steward Partners Investment Advisory's FRME Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of First Merchants (FRME) in Q2 2025, closing a stake of 24 shares — an estimated $971 sold.

Steward Partners Investment Advisory first reported a position in FRME in Q4 2024 and held it in 2 quarters. The position peaked at $971 in Q1 2025. 278 funds tracked by Wall St. Rank hold FRME as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining First Merchants position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 24 First Merchants shares in Q2 2025, an estimated $971.
  • Steward Partners Investment Advisory first reported a position in First Merchants in Q4 2024 and held it in 2 quarters.
  • Steward Partners Investment Advisory's First Merchants position peaked at $971 in Q1 2025.
  • 278 funds tracked by Wall St. Rank held First Merchants as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.