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Clearstead Advisors’s First Mid Bancshares FMBH Stock Holding History

Clearstead Advisors’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 		– Sell
-848
Closed -$33.1K – 2464
2025
Q4 		$33.1K Buy
848
+505
+147% +$19.2K ﹤0.01% 1552
2025
Q3 		$13K Hold
343
– – ﹤0.01% 1831
2025
Q2 		$12.9K Buy
+343
New +$12K ﹤0.01% 1800

Other funds holding FMBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Dimensional Fund Advisors
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
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

Clearstead Advisors's FMBH Position: Q1 2026 in Review

Clearstead Advisors sold out of First Mid Bancshares (FMBH) in Q1 2026, closing a stake of 848 shares — an estimated $33.1K sold.

Clearstead Advisors first reported a position in FMBH in Q2 2025 and held it in 3 quarters. The position peaked at $33.1K in Q4 2025. 170 funds tracked by Wall St. Rank hold FMBH as of Q1 2026.

  • Clearstead Advisors reported no remaining First Mid Bancshares position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 848 First Mid Bancshares shares in Q1 2026, an estimated $33.1K.
  • Clearstead Advisors first reported a position in First Mid Bancshares in Q2 2025 and held it in 3 quarters.
  • Clearstead Advisors's First Mid Bancshares position peaked at $33.1K in Q4 2025.
  • 170 funds tracked by Wall St. Rank held First Mid Bancshares as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.