Position in FRME
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$56,797
+$6,448 QoQ
Shares Held
1,300
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#237
of 307 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FRME Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Caldwell Trust Co holds $5,965,239 across 21 Banks - Regional names. FRME ranks #12 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NIC |
Nicolet Bankshares Inc
|
12,578 | $2,080,275 | |
| 2 | FNWD |
Finward Bancorp
|
40,430 | $1,487,015 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,652 | $652,975 | |
| 4 | TFC |
Truist Financial Corp
|
7,844 | $390,788 | |
| 5 | ONB |
Old National Bancorp /In/
|
10,689 | $276,845 | |
| 6 | FITB |
Fifth Third Bancorp
|
4,452 | $250,959 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
11,241 | $199,302 | |
| 8 | USB |
US Bancorp De
|
2,603 | $157,221 |
All Filings in FRME
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,797 | 1,300 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $50,349 | 1,300 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $48,724 | 1,300 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $49,010 | 1,300 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $49,790 | 1,300 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $52,572 | 1,300 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $51,857 | 1,300 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $48,360 | 1,300 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $43,277 | 1,300 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $45,370 | 1,300 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $48,204 | 1,300 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $36,166 | 1,300 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $36,699 | 1,300 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $42,835 | 1,300 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $53,443 | 1,300 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $50,284 | 1,300 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $46,306 | 1,300 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $54,080 | 1,300 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $54,457 | 1,300 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $54,392 | 1,300 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $54,171 | 1,300 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $60,450 | 1,300 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $48,633 | 1,300 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $30,108 | 1,300 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $35,841 | 1,300 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $34,437 | 1,300 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||