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Stone House Investment Management’s First Merchants FRME Stock Holding History

Stone House Investment Management’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
Q4 		– Sell
-56
Closed -$2.11K – 885
2025
Q3 		$2.11K Buy
+56
New +$2.23K ﹤0.01% 479

Other funds holding FRME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stone House Investment Management's FRME Position: Q4 2025 in Review

Stone House Investment Management sold out of First Merchants (FRME) in Q4 2025, closing a stake of 56 shares — an estimated $2.11K sold.

Stone House Investment Management first reported a position in FRME in Q3 2025 and held it in 1 quarter. The position peaked at $2.11K in Q3 2025. 281 funds tracked by Wall St. Rank hold FRME as of Q4 2025.

  • Stone House Investment Management reported no remaining First Merchants position as of Q4 2025 after selling out during the quarter.
  • Stone House Investment Management sold 56 First Merchants shares in Q4 2025, an estimated $2.11K.
  • Stone House Investment Management first reported a position in First Merchants in Q3 2025 and held it in 1 quarter.
  • Stone House Investment Management's First Merchants position peaked at $2.11K in Q3 2025.
  • 281 funds tracked by Wall St. Rank held First Merchants as of Q4 2025.

Based on Stone House Investment Management's 13F filing for Q4 2025, filed 21 Jan 2026.