LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
Position in FRME — First Merchants Corp
CIK 2131510
LOUISVILLE, KY
Position in FRME
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$204,250
New position
Shares Held
4,675
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#224
of 307 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LEGACY FINANCIAL INDEPENDENT ADVISORS LLC holds $3,808,932 across 6 Banks - Regional names. FRME ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSBC |
Wesbanco Inc
|
41,823 | $1,632,351 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
5,312 | $1,307,920 | |
| 3 | TFC |
Truist Financial Corp
|
4,637 | $231,015 | |
| 4 | RBCAA |
Republic Bancorp Inc /Ky/
|
2,457 | $222,186 | |
| 5 | SYBT |
Stock Yards Bancorp, Inc.
|
2,762 | $211,210 | |
| 6 | FRME |
First Merchants Corp
This page
|
4,675 | $204,250 |
All Filings in FRME
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,250 | 4,675 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||