Zhang Financial’s First Merchants FRME Stock Holding History

Zhang Financial’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	$273K	Hold	6,258	–	–	0.01%	347
2026 Q1	$242K	Hold	6,258	–	–	0.01%	333
2025 Q4	$235K	Hold	6,258	–	–	0.01%	311
2025 Q3	$236K	Hold	6,258	–	–	0.01%	290
2025 Q2	$240K	Hold	6,258	–	–	0.01%	266
2025 Q1	$253K	Hold	6,258	–	–	0.01%	265
2024 Q4	$250K	Sell	6,258 -1,000	-14%	-$40.4K	0.01%	257
2024 Q3	$270K	Sell	7,258 -1,000	-12%	-$37K	0.02%	238
2024 Q2	$275K	Hold	8,258	–	–	0.02%	231
2024 Q1	$288K	Hold	8,258	–	–	0.02%	228
2023 Q4	$306K	Sell	8,258 -2,000	-19%	-$62K	0.03%	214
2023 Q3	$285K	Hold	10,258	–	–	0.03%	203
2023 Q2	$290K	Hold	10,258	–	–	0.03%	199
2023 Q1	$338K	Hold	10,258	–	–	0.04%	179
2022 Q4	$422K	Hold	10,258	–	–	0.05%	157
2022 Q3	$397K	Sell	10,258 -3,000	-23%	-$119K	0.06%	146
2022 Q2	$472K	Buy	+13,258	New	+$522K	0.08%	138

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

Zhang Financial's FRME Position: Q2 2026 in Review

Zhang Financial held its First Merchants (FRME) position steady in Q2 2026 at 6,258 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #347.

Zhang Financial first reported a position in FRME in Q2 2022 and has held it in 17 quarters since. The position peaked at $472K in Q2 2022. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

Zhang Financial held 6,258 shares of First Merchants worth $273K as of Q2 2026.
Zhang Financial left its First Merchants share count unchanged in Q2 2026.
First Merchants made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #347 holding.
Zhang Financial first reported a position in First Merchants in Q2 2022 and has held it in 17 quarters since.
Zhang Financial's First Merchants position peaked at $472K in Q2 2022.
307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.