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Wealthspire Advisors (New York)’s First Merchants FRME Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-15
Closed -$566 – 1707
2025
Q3 		$566 Buy
+15
New +$598 ﹤0.01% 2816

Other funds holding FRME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthspire Advisors (New York)'s FRME Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of First Merchants (FRME) in Q4 2025, closing a stake of 15 shares — an estimated $566 sold.

Wealthspire Advisors (New York) first reported a position in FRME in Q3 2025 and held it in 1 quarter. The position peaked at $566 in Q3 2025. 281 funds tracked by Wall St. Rank hold FRME as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining First Merchants position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 15 First Merchants shares in Q4 2025, an estimated $566.
  • Wealthspire Advisors (New York) first reported a position in First Merchants in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s First Merchants position peaked at $566 in Q3 2025.
  • 281 funds tracked by Wall St. Rank held First Merchants as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.