Wellington Group’s First Merchants FRME Stock Holding History

Wellington 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	–	Sell	-768	Closed	-$29.7K	–	234
2026 Q1	$29.7K	Hold	768	–	–	0.01%	334
2025 Q4	$28.8K	Buy	+768	New	+$28.5K	0.01%	326

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

Wellington Group's FRME Position: Q2 2026 in Review

Wellington Group sold out of First Merchants (FRME) in Q2 2026, closing a stake of 768 shares — an estimated $29.7K sold.

Wellington Group first reported a position in FRME in Q4 2025 and held it in 2 quarters. The position peaked at $29.7K in Q1 2026. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

Wellington Group reported no remaining First Merchants position as of Q2 2026 after selling out during the quarter.
Wellington Group sold 768 First Merchants shares in Q2 2026, an estimated $29.7K.
Wellington Group first reported a position in First Merchants in Q4 2025 and held it in 2 quarters.
Wellington Group's First Merchants position peaked at $29.7K in Q1 2026.
307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.