Position in FRME
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$231,295
+$9,676 QoQ
Shares Held
5,972
+1.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in FRME Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Pathway Financial Advisers, LLC holds $6,641,979 across 6 Banks - Regional names. FRME ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
42,927 | $1,973,354 | |
| 2 | USB |
US Bancorp De
|
29,313 | $1,524,569 | |
| 3 | PEBO |
Peoples Bancorp Inc
|
36,540 | $1,201,069 | |
| 4 | CFR |
Cullen/Frost Bankers, Inc.
|
8,604 | $1,179,436 | |
| 5 | LKFN |
Lakeland Financial Corp
|
9,276 | $532,256 | |
| 6 | FRME |
First Merchants Corp
This page
|
5,972 | $231,295 |
All Filings in FRME
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $231,295 | 5,972 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $221,619 | 5,913 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $220,922 | 5,860 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $222,446 | 5,808 | Shares | Sole | 2025-08-21 | |
| 2025-03-31 | $232,530 | 5,750 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $227,452 | 5,702 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $210,291 | 5,653 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $186,490 | 5,602 | Shares | Sole | 2024-08-20 | |
| 2024-03-31 | $193,346 | 5,540 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $203,383 | 5,485 | Shares | Sole | 2024-07-19 | |
| 2023-09-30 | $151,118 | 5,432 | Shares | Sole | 2024-07-19 | |
| 2023-03-31 | $174,832 | 5,306 | Shares | Sole | 2024-07-19 | |
| 2022-12-31 | $216,197 | 5,259 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||