Bailard’s First Mid Bancshares FMBH Stock Holding History

Bailard’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
2025 Q2	–	Sell	-19,100	Closed	-$667K	–	783
2025 Q1	$667K	Buy	+19,100	New	+$705K	0.02%	390

Other funds holding FMBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bailard's FMBH Position: Q2 2025 in Review

Bailard sold out of First Mid Bancshares (FMBH) in Q2 2025, closing a stake of 19,100 shares — an estimated $667K sold.

Bailard first reported a position in FMBH in Q1 2025 and held it in 1 quarter. The position peaked at $667K in Q1 2025. 151 funds tracked by Wall St. Rank hold FMBH as of Q2 2025.

Bailard reported no remaining First Mid Bancshares position as of Q2 2025 after selling out during the quarter.
Bailard sold 19,100 First Mid Bancshares shares in Q2 2025, an estimated $667K.
Bailard first reported a position in First Mid Bancshares in Q1 2025 and held it in 1 quarter.
Bailard's First Mid Bancshares position peaked at $667K in Q1 2025.
151 funds tracked by Wall St. Rank held First Mid Bancshares as of Q2 2025.

Based on Bailard's 13F filing for Q2 2025, filed 8 Aug 2025.