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 Q2	$313K	Buy	6,513 +24	+0.4%	+$1.06K	0.14%	50
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 $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

CarsonAllaria Wealth Management's FMBH Position: Q2 2026 in Review

CarsonAllaria Wealth Management increased its First Mid Bancshares (FMBH) stake by 0.37% in Q2 2026, buying an estimated $1.06K and bringing the position to 6,513 shares worth $313K. The position accounts for 0.14% of the portfolio, ranked #50.

CarsonAllaria Wealth Management first reported a position in FMBH in Q4 2021 and has held it in 19 quarters since. The position peaked at $386K in Q3 2024. 170 funds tracked by Wall St. Rank hold FMBH as of Q2 2026.

CarsonAllaria Wealth Management held 6,513 shares of First Mid Bancshares worth $313K as of Q2 2026.
CarsonAllaria Wealth Management bought 24 First Mid Bancshares shares in Q2 2026, an estimated $1.06K.
First Mid Bancshares made up 0.14% of CarsonAllaria Wealth Management's portfolio in Q2 2026, its #50 holding.
CarsonAllaria Wealth Management first reported a position in First Mid Bancshares in Q4 2021 and has held it in 19 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 Q2 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.