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Strategic Investment Solutions’s First Merchants FRME Stock Holding History

Strategic Investment Solutions’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
2026
Q2 		$53.2K Buy
1,217
+11
+0.9% +$447 0.01% 260
2026
Q1 		$46.7K Buy
1,206
+12
+1% +$469 0.01% 265
2025
Q4 		$44.8K Buy
1,194
+11
+0.9% +$407 0.01% 254
2025
Q3 		$44.6K Buy
1,183
+10
+0.9% +$399 0.01% 223
2025
Q2 		$44.9K Buy
1,173
+12
+1% +$444 0.01% 221
2025
Q1 		$46.9K Buy
1,161
+10
+0.9% +$416 0.01% 203
2024
Q4 		$45.9K Buy
1,151
+10
+0.9% +$404 0.02% 216
2024
Q3 		$42.5K Buy
1,141
+119
+12% +$4.41K 0.01% 207
2024
Q2 		$42.7K Buy
+1,022
New +$34.2K 0.01% 193
2023
Q4 		$41.1K Sell
1,107
-67,315
-98% -$2.09M 0.01% 514
2023
Q3 		$2.05M Buy
68,422
+67,351
+6,289% +$2.02M 0.03% 222
2023
Q2 		$28.7K Hold
1,071
– – 0.01% 396
2023
Q1 		$35.3K Buy
+1,071
New +$42.4K 0.01% 430

Other funds holding FRME

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
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
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Strategic Investment Solutions's FRME Position: Q2 2026 in Review

Strategic Investment Solutions increased its First Merchants (FRME) stake by 0.91% in Q2 2026, buying an estimated $447 and bringing the position to 1,217 shares worth $53.2K. The position accounts for 0.01% of the portfolio, ranked #260.

Strategic Investment Solutions first reported a position in FRME in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.05M in Q3 2023. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Strategic Investment Solutions held 1,217 shares of First Merchants worth $53.2K as of Q2 2026.
  • Strategic Investment Solutions bought 11 First Merchants shares in Q2 2026, an estimated $447.
  • First Merchants made up 0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #260 holding.
  • Strategic Investment Solutions first reported a position in First Merchants in Q1 2023 and has held it in 13 quarters since.
  • Strategic Investment Solutions's First Merchants position peaked at $2.05M in Q3 2023.
  • 307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.