Back to FRMEP
Kestra Advisory Services, LLC → FRMEP
Kestra Advisory Services, LLC FRMEP Position History
First Merchants Corporation • Financial Services
Quarters held
10
Latest value
$582K
Q3 2026
Peak value
$6.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.6M |
| Q3 2025 | $531K |
| Q4 2025 | $5.1M |
| Q4 2025 | $528K |
| Q1 2026 | $4.9M |
| Q1 2026 | $546K |
| Q2 2026 | $5.6M |
| Q2 2026 | $638K |
| Q3 2026 | $6.1M |
| Q3 2026 | $582K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $582K | 14.6K | — | — |
| Q3 2026 | $6.1M | 181.5K | — | — |
| Q2 2026 | $638K | 14.6K | — | — |
| Q2 2026 | $5.6M | 168.6K | — | — |
| Q1 2026 | $546K | 14.1K | — | — |
| Q1 2026 | $4.9M | 166.1K | — | — |
| Q4 2025 | $528K | 14.1K | — | — |
| Q4 2025 | $5.1M | 163.7K | — | — |
| Q3 2025 | $531K | 14.1K | — | — |
| Q3 2025 | $3.6M | 116.5K | — | — |
Other funds holding FRMEP
$247.2M
$232.1M
$212M
$206.7M
$111.5M
$111.5M
$89.8M
$87.3M