UBS AM
FRME icon

UBS AM’s First Merchants FRME Stock Holding History

UBS AM’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 		$4.22M Sell
96,682
-7,955
-8% -$323K ﹤0.01% 1688
2026
Q1 		$4.05M Sell
104,637
-600
-0.6% -$23.4K ﹤0.01% 1674
2025
Q4 		$3.94M Sell
105,237
-3,139
-3% -$116K ﹤0.01% 1583
2025
Q3 		$4.09M Sell
108,376
-84,187
-44% -$3.36M ﹤0.01% 1460
2025
Q2 		$7.38M Buy
192,563
+59,778
+45% +$2.21M ﹤0.01% 1512
2025
Q1 		$5.37M Buy
132,785
+8,212
+7% +$342K ﹤0.01% 1533
2024
Q4 		$4.97M Buy
124,573
+21,750
+21% +$880K ﹤0.01% 1612
2024
Q3 		$3.83M Sell
102,823
-14,308
-12% -$530K ﹤0.01% 1715
2024
Q2 		$3.9M Buy
117,131
+51,082
+77% +$1.71M ﹤0.01% 1628
2024
Q1 		$2.31M Hold
66,049
– – ﹤0.01% 1620
2023
Q4 		$2.45M Hold
66,049
– – ﹤0.01% 1584
2023
Q3 		$1.84M Sell
66,049
-11,781
-15% -$353K ﹤0.01% 1672
2023
Q2 		$2.56M Hold
77,830
– – ﹤0.01% 1535
2023
Q1 		$2.56M Buy
77,830
+4,075
+6% +$161K ﹤0.01% 1535
2022
Q4 		$3.03M Buy
73,755
+15,745
+27% +$665K ﹤0.01% 1354
2022
Q3 		$2.24M Sell
58,010
-16,208
-22% -$643K ﹤0.01% 1543
2022
Q2 		$2.64M Sell
74,218
-359
-0.5% -$14.1K ﹤0.01% 1498
2022
Q1 		$3.1M Buy
74,577
+8,747
+13% +$380K ﹤0.01% 1563
2021
Q4 		$2.76M Hold
65,830
– – ﹤0.01% 1719
2021
Q3 		$2.75M Hold
65,830
– – ﹤0.01% 1687
2021
Q2 		$2.74M Buy
65,830
+15,816
+32% +$722K ﹤0.01% 1709
2021
Q1 		$2.33M Hold
50,014
– – ﹤0.01% 1690
2020
Q4 		$1.87M Sell
50,014
-7,172
-13% -$223K ﹤0.01% 1713
2020
Q3 		$1.32M Hold
57,186
– – ﹤0.01% 1728
2020
Q2 		$1.58M Sell
57,186
-5,474
-9% -$146K ﹤0.01% 1610
2020
Q1 		$1.66M Buy
62,660
+4,625
+8% +$169K ﹤0.01% 1489
2019
Q4 		$2.41M Sell
58,035
-2,267
-4% -$90.5K ﹤0.01% 1511
2019
Q3 		$2.27M Buy
60,302
+1,591
+3% +$59.4K ﹤0.01% 1562
2019
Q2 		$2.23M Buy
58,711
+17,470
+42% +$640K ﹤0.01% 1535
2019
Q1 		$1.52M Buy
41,241
+10,407
+34% +$399K ﹤0.01% 1654
2018
Q4 		$1.06M Buy
30,834
+746
+2% +$30.3K ﹤0.01% 1733
2018
Q3 		$1.35M Buy
30,088
+3,000
+11% +$143K ﹤0.01% 1679
2018
Q2 		$1.26M Buy
27,088
+2,607
+11% +$117K ﹤0.01% 1716
2018
Q1 		$1.02M Buy
24,481
+16
+0.1% +$684 ﹤0.01% 1775
2017
Q4 		$1.03M Buy
24,465
+1,093
+5% +$46.7K ﹤0.01% 1743
2017
Q3 		$1M Buy
23,372
+3,464
+17% +$138K ﹤0.01% 1710
2017
Q2 		$799K Buy
19,908
+5,644
+40% +$228K ﹤0.01% 1747
2017
Q1 		$561K Buy
14,264
+7,664
+116% +$299K ﹤0.01% 1827
2016
Q4 		$248K Sell
6,600
-9,362
-59% -$298K ﹤0.01% 2014
2016
Q3 		$427K Hold
15,962
– – ﹤0.01% 2074
2016
Q2 		$398K Hold
15,962
– – ﹤0.01% 2077
2016
Q1 		$376K Sell
15,962
-1,900
-11% -$43.4K ﹤0.01% 2087
2015
Q4 		$454K Buy
17,862
+4,962
+38% +$131K ﹤0.01% 2102
2015
Q3 		$338K Hold
12,900
– – ﹤0.01% 2225
2015
Q2 		$319K Buy
12,900
+3,800
+42% +$89.6K ﹤0.01% 2331
2015
Q1 		$214K Buy
+9,100
New +$207K ﹤0.01% 2456

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

UBS AM's FRME Position: Q2 2026 in Review

UBS AM reduced its First Merchants (FRME) stake by 7.6% in Q2 2026, selling an estimated $323K and leaving 96,682 shares worth $4.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

UBS AM first reported a position in FRME in Q1 2015 and has held it in 46 quarters since. The position peaked at $7.38M in Q2 2025. 308 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • UBS AM held 96,682 shares of First Merchants worth $4.22M as of Q2 2026.
  • UBS AM sold 7,955 First Merchants shares in Q2 2026, an estimated $323K.
  • First Merchants made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1688 holding.
  • UBS AM first reported a position in First Merchants in Q1 2015 and has held it in 46 quarters since.
  • UBS AM's First Merchants position peaked at $7.38M in Q2 2025.
  • 308 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.