Ballentine Partners’s First Mid Bancshares FMBH Stock Holding History

Ballentine Partners’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	$80.3M	Sell	1,670,229 -2,257	-0.1%	-$99.5K	0.98%	17
2026 Q1	$68.9M	Buy	+1,672,486	New	+$69.3M	0.96%	19
2025 Q2	–	Sell	-7,246	Closed	-$253K	–	1019
2025 Q1	$253K	Buy	+7,246	New	+$267K	﹤0.01%	692
2024 Q1	–	Sell	-1,879,711	Closed	-$65.2M	–	748
2023 Q4	$65.2M	Buy	+1,879,711	New	+$56.7M	1.33%	11

Other funds holding FMBH

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSB

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Ballentine Partners's FMBH Position: Q2 2026 in Review

Ballentine Partners reduced its First Mid Bancshares (FMBH) stake by 0.13% in Q2 2026, selling an estimated $99.5K and leaving 1,670,229 shares worth $80.3M. The position accounts for 0.98% of the portfolio, ranked #17.

Ballentine Partners first reported a position in FMBH in Q4 2023 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold FMBH as of Q2 2026.

Ballentine Partners held 1,670,229 shares of First Mid Bancshares worth $80.3M as of Q2 2026.
Ballentine Partners sold 2,257 First Mid Bancshares shares in Q2 2026, an estimated $99.5K.
First Mid Bancshares made up 0.98% of Ballentine Partners's portfolio in Q2 2026, its #17 holding.
Ballentine Partners first reported a position in First Mid Bancshares in Q4 2023 and has held it in 4 quarters since.
16 funds tracked by Wall St. Rank held First Mid Bancshares as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.