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EP Wealth Advisors’s First Mid Bancshares FMBH Stock Holding History

EP Wealth 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
Q2 		– Sell
-6,246
Closed -$257K – 1778
2026
Q1 		$257K Buy
6,246
+798
+15% +$33.1K ﹤0.01% 1257
2025
Q4 		$212K Buy
+5,448
New +$207K ﹤0.01% 1356

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

EP Wealth Advisors's FMBH Position: Q2 2026 in Review

EP Wealth Advisors sold out of First Mid Bancshares (FMBH) in Q2 2026, closing a stake of 6,246 shares — an estimated $257K sold.

EP Wealth Advisors first reported a position in FMBH in Q4 2025 and held it in 2 quarters. The position peaked at $257K in Q1 2026. 170 funds tracked by Wall St. Rank hold FMBH as of Q2 2026.

  • EP Wealth Advisors reported no remaining First Mid Bancshares position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 6,246 First Mid Bancshares shares in Q2 2026, an estimated $257K.
  • EP Wealth Advisors first reported a position in First Mid Bancshares in Q4 2025 and held it in 2 quarters.
  • EP Wealth Advisors's First Mid Bancshares position peaked at $257K in Q1 2026.
  • 170 funds tracked by Wall St. Rank held First Mid Bancshares as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.