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Stratos Wealth Partners’s First Merchants FRME Stock Holding History

Stratos Wealth Partners’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 		$801K Buy
18,323
+319
+2% +$13K 0.01% 941
2026
Q1 		$697K Buy
+18,004
New +$703K 0.01% 937
2018
Q4 		– Sell
-35
Closed -$2K – 1424
2018
Q3 		$2K Buy
+35
New +$1.67K ﹤0.01% 2690

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

Stratos Wealth Partners's FRME Position: Q2 2026 in Review

Stratos Wealth Partners increased its First Merchants (FRME) stake by 1.8% in Q2 2026, buying an estimated $13K and bringing the position to 18,323 shares worth $801K. The position accounts for 0.01% of the portfolio, ranked #941.

Stratos Wealth Partners first reported a position in FRME in Q3 2018 and has held it in 3 quarters since. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Stratos Wealth Partners held 18,323 shares of First Merchants worth $801K as of Q2 2026.
  • Stratos Wealth Partners bought 319 First Merchants shares in Q2 2026, an estimated $13K.
  • First Merchants made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #941 holding.
  • Stratos Wealth Partners first reported a position in First Merchants in Q3 2018 and has held it in 3 quarters since.
  • 307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.