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Twin Peaks Wealth Advisors’s First Merchants FRME Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-1
Closed -$39 – 955
2026
Q1 		$39 Buy
+1
New +$39 ﹤0.01% 2314
2025
Q3 		– Sell
-3
Closed -$117 – 881
2025
Q2 		$117 Buy
+3
New +$111 ﹤0.01% 2089

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

Twin Peaks Wealth Advisors's FRME Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of First Merchants (FRME) in Q2 2026, closing a stake of 1 share — an estimated $39 sold.

Twin Peaks Wealth Advisors first reported a position in FRME in Q2 2025 and held it in 2 quarters. The position peaked at $117 in Q2 2025. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining First Merchants position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1 First Merchants share in Q2 2026, an estimated $39.
  • Twin Peaks Wealth Advisors first reported a position in First Merchants in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's First Merchants position peaked at $117 in Q2 2025.
  • 307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.