Ullmann Wealth Partners Group’s First Merchants FRME Stock Holding History

Ullmann Wealth Partners 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
2026 Q2	$245K	Hold	5,602	–	–	0.02%	150
2026 Q1	$217K	Buy	+5,602	New	+$219K	0.02%	148
2025 Q4	–	Sell	-5,602	Closed	-$211K	–	151
2025 Q3	$211K	Hold	5,602	–	–	0.02%	143
2025 Q2	$215K	Hold	5,602	–	–	0.03%	135
2025 Q1	$227K	Hold	5,602	–	–	0.03%	124
2024 Q4	$223K	Hold	5,602	–	–	0.03%	123
2024 Q3	$208K	Buy	+5,602	New	+$207K	0.03%	126
2024 Q1	–	Sell	-5,602	Closed	-$208K	–	114
2023 Q4	$208K	Buy	+5,602	New	+$174K	0.03%	102
2023 Q1	–	Sell	-5,695	Closed	-$234K	–	94
2022 Q4	$234K	Buy	5,695 +93	+2%	+$3.93K	0.06%	77
2022 Q3	$217K	Buy	+5,602	New	+$222K	0.06%	78
2022 Q2	–	Sell	-5,602	Closed	-$233K	–	84
2022 Q1	$233K	Hold	5,602	–	–	0.06%	77
2021 Q4	$235K	Hold	5,602	–	–	0.06%	79
2021 Q3	$234K	Hold	5,602	–	–	0.09%	74
2021 Q2	$233K	Hold	5,602	–	–	0.1%	73
2021 Q1	$260K	Hold	5,602	–	–	0.12%	68
2020 Q4	$210K	Buy	+5,602	New	+$174K	0.11%	66
2019 Q4	–	Sell	-5,602	Closed	-$211K	–	65
2019 Q3	$211K	Hold	5,602	–	–	0.13%	64
2019 Q2	$212K	Hold	5,602	–	–	0.13%	64
2019 Q1	$206K	Buy	+5,602	New	+$215K	0.13%	65
2018 Q4	–	Sell	-5,602	Closed	-$252K	–	59
2018 Q3	$252K	Hold	5,602	–	–	0.17%	49
2018 Q2	$259K	Hold	5,602	–	–	0.18%	47
2018 Q1	$233K	Hold	5,602	–	–	0.16%	46
2017 Q4	$235K	Buy	+5,602	New	+$239K	0.16%	49
2017 Q3	–	Sell	-5,602	Closed	-$224K	–	75
2017 Q2	$224K	Buy	+5,602	New	+$226K	0.16%	52

Other funds holding FRME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Ullmann Wealth Partners Group's FRME Position: Q2 2026 in Review

Ullmann Wealth Partners Group held its First Merchants (FRME) position steady in Q2 2026 at 5,602 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #150.

Ullmann Wealth Partners Group first reported a position in FRME in Q2 2017 and has held it in 24 quarters since. The position peaked at $260K in Q1 2021. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

Ullmann Wealth Partners Group held 5,602 shares of First Merchants worth $245K as of Q2 2026.
Ullmann Wealth Partners Group left its First Merchants share count unchanged in Q2 2026.
First Merchants made up 0.02% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #150 holding.
Ullmann Wealth Partners Group first reported a position in First Merchants in Q2 2017 and has held it in 24 quarters since.
Ullmann Wealth Partners Group's First Merchants position peaked at $260K in Q1 2021.
307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.