Y-Intercept (HK)’s First Merchants FRME Stock Holding History

Y-Intercept (HK)’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	$2.5M	Sell	57,284 -26,765	-32%	-$1.09M	0.05%	578
2026 Q1	$3.26M	Buy	84,049 +75,579	+892%	+$2.95M	0.06%	502
2025 Q4	$317K	Sell	8,470 -56,321	-87%	-$2.09M	0.01%	1356
2025 Q3	$2.44M	Buy	64,791 +22,821	+54%	+$910K	0.06%	498
2025 Q2	$1.61M	Buy	+41,970	New	+$1.55M	0.04%	702
2024 Q4	–	Sell	-24,174	Closed	-$899K	–	1345
2024 Q3	$899K	Buy	24,174 +13,370	+124%	+$495K	0.06%	493
2024 Q2	$360K	Buy	+10,804	New	+$361K	0.02%	961
2023 Q4	–	Sell	-37,921	Closed	-$1.05M	–	1378
2023 Q3	$1.05M	Buy	+37,921	New	+$1.14M	0.1%	298
2023 Q2	–	Sell	-13,281	Closed	-$438K	–	1415
2023 Q1	$438K	Buy	+13,281	New	+$526K	0.05%	603
2022 Q4	–	Sell	-8,762	Closed	-$339K	–	1112
2022 Q3	$339K	Buy	+8,762	New	+$348K	0.03%	667

Other funds holding FRME

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return