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Summit Global Investments’s First Merchants FRME Stock Holding History

Summit Global Investments’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
Q1 		– Sell
-20,332
Closed -$811K – 492
2024
Q4 		$811K Buy
+20,332
New +$822K 0.05% 257

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Summit Global Investments's FRME Position: Q1 2025 in Review

Summit Global Investments sold out of First Merchants (FRME) in Q1 2025, closing a stake of 20,332 shares — an estimated $811K sold.

Summit Global Investments first reported a position in FRME in Q4 2024 and held it in 1 quarter. The position peaked at $811K in Q4 2024. 272 funds tracked by Wall St. Rank hold FRME as of Q1 2025.

  • Summit Global Investments reported no remaining First Merchants position as of Q1 2025 after selling out during the quarter.
  • Summit Global Investments sold 20,332 First Merchants shares in Q1 2025, an estimated $811K.
  • Summit Global Investments first reported a position in First Merchants in Q4 2024 and held it in 1 quarter.
  • Summit Global Investments's First Merchants position peaked at $811K in Q4 2024.
  • 272 funds tracked by Wall St. Rank held First Merchants as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.