CarsonAllaria Wealth Management’s First Mid Bancshares FMBH Stock Holding History

CarsonAllaria Wealth Management’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	$267K	Buy	6,489 +26	+0.4%	+$1.08K	0.13%	54
2025 Q4	$252K	Buy	6,463 +27	+0.4%	+$1.03K	0.13%	57
2025 Q3	$244K	Buy	6,436 +26	+0.4%	+$1.01K	0.13%	58
2025 Q2	$240K	Buy	6,410 +28	+0.4%	+$980	0.13%	56
2025 Q1	$223K	Sell	6,382 -3,568	-36%	-$132K	0.13%	59
2024 Q4	$366K	Buy	9,950 +23	+0.2%	+$915	0.21%	41
2024 Q3	$386K	Buy	9,927 +2,285	+30%	+$86.3K	0.22%	40
2024 Q2	$251K	Buy	7,642 +29	+0.4%	+$912	0.15%	54
2024 Q1	$249K	Buy	7,613 +30	+0.4%	+$947	0.16%	58
2023 Q4	$263K	Buy	7,583 +28	+0.4%	+$845	0.19%	52
2023 Q3	$201K	Buy	7,555 +32	+0.4%	+$890	0.16%	58
2023 Q2	$182K	Buy	7,523 +37	+0.5%	+$922	0.14%	70
2023 Q1	$204K	Buy	7,486 +3,892	+108%	+$119K	0.17%	66
2022 Q4	$115K	Hold	3,594	–	–	0.1%	81
2022 Q3	$115K	Hold	3,594	–	–	0.11%	86
2022 Q2	$128K	Hold	3,594	–	–	0.12%	84
2022 Q1	$138K	Hold	3,594	–	–	0.12%	78
2021 Q4	$154K	Buy	+3,594	New	+$154K	0.14%	80

Other funds holding FMBH

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

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

CarsonAllaria Wealth Management's FMBH Position: Q1 2026 in Review

CarsonAllaria Wealth Management increased its First Mid Bancshares (FMBH) stake by 0.4% in Q1 2026, buying an estimated $1.08K and bringing the position to 6,489 shares worth $267K. The position accounts for 0.13% of the portfolio, ranked #54.

CarsonAllaria Wealth Management first reported a position in FMBH in Q4 2021 and has held it in 18 quarters since. The position peaked at $386K in Q3 2024. 170 funds tracked by Wall St. Rank hold FMBH as of Q1 2026.

CarsonAllaria Wealth Management held 6,489 shares of First Mid Bancshares worth $267K as of Q1 2026.
CarsonAllaria Wealth Management bought 26 First Mid Bancshares shares in Q1 2026, an estimated $1.08K.
First Mid Bancshares made up 0.13% of CarsonAllaria Wealth Management's portfolio in Q1 2026, its #54 holding.
CarsonAllaria Wealth Management first reported a position in First Mid Bancshares in Q4 2021 and has held it in 18 quarters since.
CarsonAllaria Wealth Management's First Mid Bancshares position peaked at $386K in Q3 2024.
170 funds tracked by Wall St. Rank held First Mid Bancshares as of Q1 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.