Position in FRME
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,853,612
+$234,148 QoQ
Shares Held
65,315
-3.4% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#88
of 307 holders
Holding Since
Dec 2020
23 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, 2026ADVISORY RESEARCH INC holds $33,725,378 across 8 Banks - Regional names. FRME ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KB |
KB Financial Group Inc.
|
135,607 | $14,233,310 | |
| 2 | NIC |
Nicolet Bankshares Inc
|
35,434 | $5,860,428 | |
| 3 | SSB |
SouthState Bank Corp
|
46,447 | $4,640,054 | |
| 4 | FRME |
First Merchants Corp
This page
|
65,315 | $2,853,612 | |
| 5 | WAL |
Western Alliance Bancorporation
|
26,098 | $2,145,255 | |
| 6 | AX |
Axos Financial, Inc.
|
17,011 | $1,656,701 | |
| 7 | SYBT |
Stock Yards Bancorp, Inc.
|
18,582 | $1,420,965 | |
| 8 | 11,974 | $915,053 |
All Filings in FRME
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,853,612 | 65,315 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,619,464 | 67,634 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,565,093 | 68,439 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,727,519 | 72,348 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,889,274 | 75,438 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,207,215 | 79,308 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $3,171,852 | 79,515 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,962,980 | 79,650 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,717,763 | 51,600 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,800,665 | 51,595 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $1,712,168 | 46,175 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,547,904 | 55,640 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $1,576,221 | 55,835 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $1,748,326 | 53,060 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $2,230,627 | 54,260 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $2,211,683 | 57,179 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $2,054,525 | 57,679 | Shares | Other | 2022-08-17 | |
| 2022-03-31 | $2,170,854 | 52,184 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,859,455 | 44,389 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,950,604 | 190,024 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,625,648 | 206,999 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,429,671 | 224,294 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $8,628,803 | 230,655 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||