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Clark Wealth Partners’s First Mid Bancshares FMBH Stock Holding History

Clark Wealth 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
2025
Q2 		– Sell
-53
Closed -$1.85K – 570
2025
Q1 		$1.85K Hold
53
– – ﹤0.01% 384
2024
Q4 		$1.94K Buy
+53
New +$2.11K ﹤0.01% 361

Other funds holding FMBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clark Wealth Partners's FMBH Position: Q2 2025 in Review

Clark Wealth Partners sold out of First Mid Bancshares (FMBH) in Q2 2025, closing a stake of 53 shares — an estimated $1.85K sold.

Clark Wealth Partners first reported a position in FMBH in Q4 2024 and held it in 2 quarters. The position peaked at $1.94K in Q4 2024. 150 funds tracked by Wall St. Rank hold FMBH as of Q2 2025.

  • Clark Wealth Partners reported no remaining First Mid Bancshares position as of Q2 2025 after selling out during the quarter.
  • Clark Wealth Partners sold 53 First Mid Bancshares shares in Q2 2025, an estimated $1.85K.
  • Clark Wealth Partners first reported a position in First Mid Bancshares in Q4 2024 and held it in 2 quarters.
  • Clark Wealth Partners's First Mid Bancshares position peaked at $1.94K in Q4 2024.
  • 150 funds tracked by Wall St. Rank held First Mid Bancshares as of Q2 2025.

Based on Clark Wealth Partners's 13F filing for Q2 2025, filed 4 Feb 2026.