UBS Group’s First Merchants FRME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.27M | Sell |
74,836
-57,015
| -43% | -$2.32M | ﹤0.01% | 4609 |
|
|
2026
Q1 | $5.11M | Sell |
131,851
-33,367
| -20% | -$1.3M | ﹤0.01% | 4067 |
|
|
2025
Q4 | $6.19M | Buy |
165,218
+42,222
| +34% | +$1.56M | ﹤0.01% | 3803 |
|
|
2025
Q3 | $4.64M | Sell |
122,996
-31,363
| -20% | -$1.25M | ﹤0.01% | 4119 |
|
|
2025
Q2 | $5.91M | Buy |
154,359
+46,406
| +43% | +$1.72M | ﹤0.01% | 3704 |
|
|
2025
Q1 | $4.37M | Buy |
107,953
+29,336
| +37% | +$1.22M | ﹤0.01% | 3924 |
|
|
2024
Q4 | $3.14M | Buy |
78,617
+23,906
| +44% | +$967K | ﹤0.01% | 4283 |
|
|
2024
Q3 | $2.04M | Sell |
54,711
-676
| -1% | -$25K | ﹤0.01% | 3968 |
|
|
2024
Q2 | $1.84M | Sell |
55,387
-29,549
| -35% | -$988K | ﹤0.01% | 3850 |
|
|
2024
Q1 | $2.96M | Sell |
84,936
-9,552
| -10% | -$328K | ﹤0.01% | 3536 |
|
|
2023
Q4 | $3.5M | Buy |
94,488
+41,163
| +77% | +$1.28M | ﹤0.01% | 3158 |
|
|
2023
Q3 | $1.48M | Buy |
53,325
+12,912
| +32% | +$387K | ﹤0.01% | 3743 |
|
|
2023
Q2 | $1.14M | Buy |
40,413
+4,217
| +12% | +$120K | ﹤0.01% | 4124 |
|
|
2023
Q1 | $1.19M | Buy |
36,196
+6,552
| +22% | +$260K | ﹤0.01% | 3959 |
|
|
2022
Q4 | $1.22M | Buy |
29,644
+11,057
| +59% | +$467K | ﹤0.01% | 3890 |
|
|
2022
Q3 | $719K | Sell |
18,587
-4,251
| -19% | -$169K | ﹤0.01% | 4030 |
|
|
2022
Q2 | $814K | Sell |
22,838
-17,760
| -44% | -$699K | ﹤0.01% | 3894 |
|
|
2022
Q1 | $1.69M | Sell |
40,598
-12,415
| -23% | -$539K | ﹤0.01% | 3598 |
|
|
2021
Q4 | $2.22M | Buy |
53,013
+26,714
| +102% | +$1.12M | ﹤0.01% | 3640 |
|
|
2021
Q3 | $1.1M | Sell |
26,299
-18,376
| -41% | -$747K | ﹤0.01% | 4119 |
|
|
2021
Q2 | $1.86M | Buy |
44,675
+5,768
| +15% | +$263K | ﹤0.01% | 3635 |
|
|
2021
Q1 | $1.81M | Buy |
38,907
+12,110
| +45% | +$522K | ﹤0.01% | 3654 |
|
|
2020
Q4 | $1M | Sell |
26,797
-1,556
| -5% | -$48.3K | ﹤0.01% | 4028 |
|
|
2020
Q3 | $656K | Sell |
28,353
-9,614
| -25% | -$240K | ﹤0.01% | 3964 |
|
|
2020
Q2 | $1.05M | Sell |
37,967
-2,570
| -6% | -$68.7K | ﹤0.01% | 3472 |
|
|
2020
Q1 | $1.07M | Sell |
40,537
-34,470
| -46% | -$1.26M | ﹤0.01% | 3285 |
|
|
2019
Q4 | $3.12M | Buy |
75,007
+11,441
| +18% | +$457K | ﹤0.01% | 3087 |
|
|
2019
Q3 | $2.39M | Sell |
63,566
-68,646
| -52% | -$2.56M | ﹤0.01% | 3126 |
|
|
2019
Q2 | $5.01M | Buy |
132,212
+13,577
| +11% | +$497K | ﹤0.01% | 2322 |
|
|
2019
Q1 | $4.37M | Buy |
118,635
+84,058
| +243% | +$3.22M | ﹤0.01% | 2317 |
|
|
2018
Q4 | $1.19M | Buy |
34,577
+3,557
| +11% | +$144K | ﹤0.01% | 3510 |
|
|
2018
Q3 | $1.4M | Buy |
31,020
+14,649
| +89% | +$697K | ﹤0.01% | 3532 |
|
|
2018
Q2 | $760K | Buy |
16,371
+2,128
| +15% | +$95.4K | ﹤0.01% | 3991 |
|
|
2018
Q1 | $594K | Buy |
14,243
+5,063
| +55% | +$217K | ﹤0.01% | 4098 |
|
|
2017
Q4 | $386K | Sell |
9,180
-4,103
| -31% | -$175K | ﹤0.01% | 4471 |
|
|
2017
Q3 | $570K | Buy |
13,283
+12,069
| +994% | +$481K | ﹤0.01% | 4122 |
|
|
2017
Q2 | $49K | Sell |
1,214
-3,410
| -74% | -$138K | ﹤0.01% | 5653 |
|
|
2017
Q1 | $182K | Sell |
4,624
-5,176
| -53% | -$202K | ﹤0.01% | 4701 |
|
|
2016
Q4 | $369K | Buy |
9,800
+6,699
| +216% | +$213K | ﹤0.01% | 4334 |
|
|
2016
Q3 | $83K | Buy |
3,101
+1,602
| +107% | +$42.3K | ﹤0.01% | 5105 |
|
|
2016
Q2 | $37K | Hold |
1,499
| – | – | ﹤0.01% | 5759 |
|
|
2016
Q1 | $35K | Sell |
1,499
-1,432
| -49% | -$32.7K | ﹤0.01% | 5760 |
|
|
2015
Q4 | $74K | Sell |
2,931
-913
| -24% | -$24K | ﹤0.01% | 5465 |
|
|
2015
Q3 | $101K | Buy |
3,844
+2,102
| +121% | +$54.3K | ﹤0.01% | 5228 |
|
|
2015
Q2 | $44K | Buy |
1,742
+356
| +26% | +$8.39K | ﹤0.01% | 6106 |
|
|
2015
Q1 | $33K | Sell |
1,386
-1,112
| -45% | -$25.3K | ﹤0.01% | 6452 |
|
|
2014
Q4 | $57K | Buy |
+2,498
| New | +$54.3K | ﹤0.01% | 6323 |
|
Other funds holding FRME
SFM
UBS Group's FRME Position: Q2 2026 in Review
UBS Group reduced its First Merchants (FRME) stake by 43% in Q2 2026, selling an estimated $2.32M and leaving 74,836 shares worth $3.27M. The position accounts for ﹤0.01% of the portfolio, ranked #4609.
UBS Group first reported a position in FRME in Q4 2014 and has held it in 47 quarters since. The position peaked at $6.19M in Q4 2025. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.
- UBS Group held 74,836 shares of First Merchants worth $3.27M as of Q2 2026.
- UBS Group sold 57,015 First Merchants shares in Q2 2026, an estimated $2.32M.
- First Merchants made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4609 holding.
- UBS Group first reported a position in First Merchants in Q4 2014 and has held it in 47 quarters since.
- UBS Group's First Merchants position peaked at $6.19M in Q4 2025.
- 307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.