AF
FMBH icon

Allworth Financial’s First Mid Bancshares FMBH Stock Holding History

Allworth Financial’s Portfolio FMBH Stock Details FMBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.5K Sell
353
-5
-1% -$207 ﹤0.01% 3223
2025
Q4 		$14K Buy
358
+153
+75% +$5.82K ﹤0.01% 3030
2025
Q3 		$7.77K Buy
205
+15
+8% +$585 ﹤0.01% 3292
2025
Q2 		$7.12K Buy
190
+112
+144% +$3.92K ﹤0.01% 3065
2025
Q1 		$2.65K Sell
78
-11
-12% -$406 ﹤0.01% 3089
2024
Q4 		$3.26K Buy
89
+15
+20% +$597 ﹤0.01% 2959
2024
Q3 		$2.88K Buy
74
+8
+12% +$302 ﹤0.01% 2804
2024
Q2 		$2.46K Sell
66
-716
-92% -$22.5K ﹤0.01% 2833
2024
Q1 		$25.6K Hold
782
– – ﹤0.01% 1628
2023
Q4 		$27.1K Hold
782
– – ﹤0.01% 1472
2023
Q3 		$20.8K Buy
782
+47
+6% +$1.31K ﹤0.01% 1486
2023
Q2 		$17.7K Sell
735
-1,303
-64% -$32.5K ﹤0.01% 1612
2023
Q1 		$55.5K Buy
2,038
+1,312
+181% +$40K ﹤0.01% 1040
2022
Q4 		$23.3K Hold
726
– – ﹤0.01% 1296
2022
Q3 		$23K Hold
726
– – ﹤0.01% 1234
2022
Q2 		$26K Sell
726
-27
-4% -$997 ﹤0.01% 1126
2022
Q1 		$29K Buy
+753
New +$31K ﹤0.01% 1090

Other funds holding FMBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Allworth Financial's FMBH Position: Q1 2026 in Review

Allworth Financial reduced its First Mid Bancshares (FMBH) stake by 1.4% in Q1 2026, selling an estimated $207 and leaving 353 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3223.

Allworth Financial first reported a position in FMBH in Q1 2022 and has held it in 17 quarters since. The position peaked at $55.5K in Q1 2023. 170 funds tracked by Wall St. Rank hold FMBH as of Q1 2026.

  • Allworth Financial held 353 shares of First Mid Bancshares worth $14.5K as of Q1 2026.
  • Allworth Financial sold 5 First Mid Bancshares shares in Q1 2026, an estimated $207.
  • First Mid Bancshares made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3223 holding.
  • Allworth Financial first reported a position in First Mid Bancshares in Q1 2022 and has held it in 17 quarters since.
  • Allworth Financial's First Mid Bancshares position peaked at $55.5K in Q1 2023.
  • 170 funds tracked by Wall St. Rank held First Mid Bancshares as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.