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Summit Securities Group’s First Merchants FRME Stock Holding History

Summit Securities Group’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
Q3 		– Sell
-832
Closed -$31.9K – 1134
2025
Q2 		$31.9K Buy
832
+730
+716% +$27K 0.01% 617
2025
Q1 		$4.13K Buy
+102
New +$4.25K ﹤0.01% 626

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Securities Group's FRME Position: Q3 2025 in Review

Summit Securities Group sold out of First Merchants (FRME) in Q3 2025, closing a stake of 832 shares — an estimated $31.9K sold.

Summit Securities Group first reported a position in FRME in Q1 2025 and held it in 2 quarters. The position peaked at $31.9K in Q2 2025. 282 funds tracked by Wall St. Rank hold FRME as of Q3 2025.

  • Summit Securities Group reported no remaining First Merchants position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 832 First Merchants shares in Q3 2025, an estimated $31.9K.
  • Summit Securities Group first reported a position in First Merchants in Q1 2025 and held it in 2 quarters.
  • Summit Securities Group's First Merchants position peaked at $31.9K in Q2 2025.
  • 282 funds tracked by Wall St. Rank held First Merchants as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.