Capital Advisors Ltd’s First Mid Bancshares FMBH Stock Holding History

Capital Advisors Ltd’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	$0	Hold	4	–	–	﹤0.01%	1441
2026 Q1	$0	Hold	4	–	–	﹤0.01%	1444
2025 Q4	$0	Hold	4	–	–	﹤0.01%	1421
2025 Q3	$0	Hold	4	–	–	﹤0.01%	1423
2025 Q2	$0	Hold	4	–	–	﹤0.01%	1432
2025 Q1	$0	Hold	4	–	–	﹤0.01%	1420
2024 Q4	$0	Hold	4	–	–	﹤0.01%	1447
2024 Q3	$0	Hold	4	–	–	﹤0.01%	1459
2024 Q2	$0	Hold	4	–	–	﹤0.01%	1474
2024 Q1	$0	Hold	4	–	–	﹤0.01%	1421
2023 Q4	$0	Hold	4	–	–	﹤0.01%	1354
2023 Q3	$0	Hold	4	–	–	﹤0.01%	1347
2023 Q2	$0	Sell	4 -34	-89%	-$847	﹤0.01%	1374
2023 Q1	$1K	Buy	+38	New	+$1.16K	﹤0.01%	1026

Other funds holding FMBH

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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

Capital Advisors Ltd's FMBH Position: Q2 2026 in Review

Capital Advisors Ltd held its First Mid Bancshares (FMBH) position steady in Q2 2026 at 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

Capital Advisors Ltd first reported a position in FMBH in Q1 2023 and has held it in 14 quarters since. The position peaked at $1K in Q1 2023. 16 funds tracked by Wall St. Rank hold FMBH as of Q2 2026.

Capital Advisors Ltd held 4 shares of First Mid Bancshares worth $0 as of Q2 2026.
Capital Advisors Ltd left its First Mid Bancshares share count unchanged in Q2 2026.
First Mid Bancshares made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1441 holding.
Capital Advisors Ltd first reported a position in First Mid Bancshares in Q1 2023 and has held it in 14 quarters since.
Capital Advisors Ltd's First Mid Bancshares position peaked at $1K in Q1 2023.
16 funds tracked by Wall St. Rank held First Mid Bancshares as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.