CFD
FMBH icon

Creative Financial Designs’s First Mid Bancshares FMBH Stock Holding History

Creative Financial Designs’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
Q1 		– Sell
-1,219
Closed -$44.9K – 2073
2024
Q4 		$44.9K Sell
1,219
-3,608
-75% -$143K ﹤0.01% 818
2024
Q3 		$188K Sell
4,827
-5,955
-55% -$225K 0.02% 462
2024
Q2 		$355K Buy
10,782
+218
+2% +$6.85K 0.03% 323
2024
Q1 		$345K Buy
10,564
+130
+1% +$4.1K 0.03% 315
2023
Q4 		$362K Buy
10,434
+221
+2% +$6.67K 0.04% 285
2023
Q3 		$271K Buy
10,213
+46
+0.5% +$1.28K 0.03% 289
2023
Q2 		$245K Buy
10,167
+1,051
+12% +$26.2K 0.03% 307
2023
Q1 		$248K Sell
9,116
-355
-4% -$10.8K 0.03% 293
2022
Q4 		$304K Buy
9,471
+414
+5% +$14K 0.04% 261
2022
Q3 		$290K Buy
9,057
+4,730
+109% +$171K 0.05% 250
2022
Q2 		$154K Buy
4,327
+494
+13% +$18.3K 0.03% 343
2022
Q1 		$148K Buy
3,833
+359
+10% +$14.8K 0.02% 366
2021
Q4 		$149K Sell
3,474
-107
-3% -$4.58K 0.02% 361
2021
Q3 		$147K Sell
3,581
-290
-7% -$11.6K 0.02% 370
2021
Q2 		$157K Sell
3,871
-44
-1% -$1.9K 0.03% 340
2021
Q1 		$172K Sell
3,915
-1,422
-27% -$53.6K 0.03% 298
2020
Q4 		$180K Buy
5,337
+409
+8% +$12.3K 0.04% 273
2020
Q3 		$123K Buy
4,928
+428
+10% +$10.8K 0.03% 302
2020
Q2 		$118K Buy
+4,500
New +$113K 0.04% 256

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Creative Financial Designs's FMBH Position: Q1 2025 in Review

Creative Financial Designs sold out of First Mid Bancshares (FMBH) in Q1 2025, closing a stake of 1,219 shares — an estimated $44.9K sold.

Creative Financial Designs first reported a position in FMBH in Q2 2020 and held it in 19 quarters. The position peaked at $362K in Q4 2023. 149 funds tracked by Wall St. Rank hold FMBH as of Q1 2025.

  • Creative Financial Designs reported no remaining First Mid Bancshares position as of Q1 2025 after selling out during the quarter.
  • Creative Financial Designs sold 1,219 First Mid Bancshares shares in Q1 2025, an estimated $44.9K.
  • Creative Financial Designs first reported a position in First Mid Bancshares in Q2 2020 and held it in 19 quarters.
  • Creative Financial Designs's First Mid Bancshares position peaked at $362K in Q4 2023.
  • 149 funds tracked by Wall St. Rank held First Mid Bancshares as of Q1 2025.

Based on Creative Financial Designs's 13F filing for Q1 2025, filed 23 Apr 2025.