CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in FRME — First Merchants Corp
CIK 1766904
RICHMOND, VA
Position in FRME
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,494
+$1,830 QoQ
Shares Held
80
+86.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#275
of 306 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in FRME Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $2,615,667 across 27 Banks - Regional names. FRME ranks #21 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,089 | $514,347 | |
| 2 | MTB |
M&T Bank Corp
|
1,684 | $400,806 | |
| 3 | TFC |
Truist Financial Corp
|
7,243 | $360,840 | |
| 4 | BPOP |
Popular, Inc.
|
1,705 | $279,926 | |
| 5 | USB |
US Bancorp De
|
4,375 | $264,247 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
2,698 | $189,044 | |
| 7 | FITB |
Fifth Third Bancorp
|
1,568 | $88,384 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
4,945 | $87,671 |
All Filings in FRME
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,494 | 80 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $1,664 | 43 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $1,498 | 40 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $1,281 | 34 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,837 | 48 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $3,315 | 82 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $997 | 25 | Shares | Other | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||