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Waverly Advisors’s First Merchants FRME Stock Holding History

Waverly 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 		$337K Buy
7,724
+882
+13% +$35.8K ﹤0.01% 1351
2026
Q1 		$265K Buy
6,842
+58
+0.9% +$2.27K ﹤0.01% 1370
2025
Q4 		$254K Buy
6,784
+135
+2% +$5K ﹤0.01% 1278
2025
Q3 		$251K Buy
6,649
+893
+16% +$35.6K ﹤0.01% 1112
2025
Q2 		$220K Sell
5,756
-758
-12% -$28.1K ﹤0.01% 1085
2025
Q1 		$263K Sell
6,514
-4
-0.1% -$167 ﹤0.01% 968
2024
Q4 		$260K Buy
+6,518
New +$264K ﹤0.01% 861

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

Waverly Advisors's FRME Position: Q2 2026 in Review

Waverly Advisors increased its First Merchants (FRME) stake by 13% in Q2 2026, buying an estimated $35.8K and bringing the position to 7,724 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Waverly Advisors first reported a position in FRME in Q4 2024 and has held it in 7 quarters since. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • Waverly Advisors held 7,724 shares of First Merchants worth $337K as of Q2 2026.
  • Waverly Advisors bought 882 First Merchants shares in Q2 2026, an estimated $35.8K.
  • First Merchants made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1351 holding.
  • Waverly Advisors first reported a position in First Merchants in Q4 2024 and has held it in 7 quarters since.
  • 307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.