Creative Planning
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Creative Planning’s First Mid Bancshares FMBH Stock Holding History

Creative Planning’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 		$3.51M Buy
72,960
+5,284
+8% +$233K ﹤0.01% 1670
2026
Q1 		$2.79M Sell
67,676
-4,683
-6% -$194K ﹤0.01% 1644
2025
Q4 		$2.82M Buy
72,359
+1,698
+2% +$64.6K ﹤0.01% 1427
2025
Q3 		$2.68M Buy
70,661
+7,178
+11% +$280K ﹤0.01% 1314
2025
Q2 		$2.38M Sell
63,483
-154,283
-71% -$5.4M ﹤0.01% 1198
2025
Q1 		$7.6M Buy
217,766
+134,507
+162% +$4.96M 0.01% 574
2024
Q4 		$3.07M Sell
83,259
-17,254
-17% -$686K ﹤0.01% 886
2024
Q3 		$3.91M Sell
100,513
-5,884
-6% -$222K ﹤0.01% 738
2024
Q2 		$3.5M Buy
106,397
+2,186
+2% +$68.7K ﹤0.01% 757
2024
Q1 		$3.41M Buy
104,211
+5,916
+6% +$187K ﹤0.01% 749
2023
Q4 		$3.41M Sell
98,295
-57,740
-37% -$1.74M 0.01% 691
2023
Q3 		$4.14M Buy
+156,035
New +$4.34M 0.01% 584

Other funds holding FMBH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
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

Creative Planning's FMBH Position: Q2 2026 in Review

Creative Planning increased its First Mid Bancshares (FMBH) stake by 7.8% in Q2 2026, buying an estimated $233K and bringing the position to 72,960 shares worth $3.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

Creative Planning first reported a position in FMBH in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.6M in Q1 2025. 169 funds tracked by Wall St. Rank hold FMBH as of Q2 2026.

  • Creative Planning held 72,960 shares of First Mid Bancshares worth $3.51M as of Q2 2026.
  • Creative Planning bought 5,284 First Mid Bancshares shares in Q2 2026, an estimated $233K.
  • First Mid Bancshares made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1670 holding.
  • Creative Planning first reported a position in First Mid Bancshares in Q3 2023 and has held it in 12 quarters since.
  • Creative Planning's First Mid Bancshares position peaked at $7.6M in Q1 2025.
  • 169 funds tracked by Wall St. Rank held First Mid Bancshares as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.