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True Wealth Design’s First Merchants FRME Stock Holding History

True Wealth Design’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 		$6.68K Buy
153
+16
+12% +$650 ﹤0.01% 1206
2026
Q1 		$5.31K Sell
137
-18
-12% -$703 ﹤0.01% 1191
2025
Q4 		$5.81K Sell
155
-72
-32% -$2.67K ﹤0.01% 1032
2025
Q3 		$8.56K Buy
227
+75
+49% +$2.99K ﹤0.01% 889
2025
Q2 		$5.82K Buy
152
+150
+7,500% +$5.55K ﹤0.01% 749
2025
Q1 		$81 Buy
+2
New +$83 ﹤0.01% 2265

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

True Wealth Design's FRME Position: Q2 2026 in Review

True Wealth Design increased its First Merchants (FRME) stake by 12% in Q2 2026, buying an estimated $650 and bringing the position to 153 shares worth $6.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

True Wealth Design first reported a position in FRME in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.56K in Q3 2025. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • True Wealth Design held 153 shares of First Merchants worth $6.68K as of Q2 2026.
  • True Wealth Design bought 16 First Merchants shares in Q2 2026, an estimated $650.
  • First Merchants made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1206 holding.
  • True Wealth Design first reported a position in First Merchants in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's First Merchants position peaked at $8.56K in Q3 2025.
  • 307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.