AssetMark Inc
FMBH icon

AssetMark Inc’s First Mid Bancshares FMBH Stock Holding History

AssetMark Inc’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
Q2 		$8.37K Hold
174
– – ﹤0.01% 2518
2026
Q1 		$7.17K Buy
+174
New +$7.21K ﹤0.01% 2432
2017
Q4 		– Sell
-3,516
Closed -$135K – 1953
2017
Q3 		$135K Sell
3,516
-29
-0.8% -$1.02K ﹤0.01% 523
2017
Q2 		$121K Buy
+3,545
New +$120K ﹤0.01% 511

Other funds holding FMBH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

AssetMark Inc's FMBH Position: Q2 2026 in Review

AssetMark Inc held its First Mid Bancshares (FMBH) position steady in Q2 2026 at 174 shares worth $8.37K. The position accounts for ﹤0.01% of the portfolio, ranked #2518.

AssetMark Inc first reported a position in FMBH in Q2 2017 and has held it in 4 quarters since. The position peaked at $135K in Q3 2017. 170 funds tracked by Wall St. Rank hold FMBH as of Q2 2026.

  • AssetMark Inc held 174 shares of First Mid Bancshares worth $8.37K as of Q2 2026.
  • AssetMark Inc left its First Mid Bancshares share count unchanged in Q2 2026.
  • First Mid Bancshares made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2518 holding.
  • AssetMark Inc first reported a position in First Mid Bancshares in Q2 2017 and has held it in 4 quarters since.
  • AssetMark Inc's First Mid Bancshares position peaked at $135K in Q3 2017.
  • 170 funds tracked by Wall St. Rank held First Mid Bancshares as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.