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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
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 $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

EP Wealth Advisors's FMBH Position: Q1 2026 in Review

EP Wealth Advisors increased its First Mid Bancshares (FMBH) stake by 15% in Q1 2026, buying an estimated $33.1K and bringing the position to 6,246 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

EP Wealth Advisors first reported a position in FMBH in Q4 2025 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold FMBH as of Q1 2026.

  • EP Wealth Advisors held 6,246 shares of First Mid Bancshares worth $257K as of Q1 2026.
  • EP Wealth Advisors bought 798 First Mid Bancshares shares in Q1 2026, an estimated $33.1K.
  • First Mid Bancshares made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1257 holding.
  • EP Wealth Advisors first reported a position in First Mid Bancshares in Q4 2025 and has held it in 2 quarters since.
  • 170 funds tracked by Wall St. Rank held First Mid Bancshares as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.