Essential Partners
FMBH icon

Essential Partners’s First Mid Bancshares FMBH Stock Holding History

Essential Partners’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
Q3 		$3.17K Hold
65
– – ﹤0.01% 1731
2026
Q2 		$3.13K Sell
65
-303
-82% -$13.4K ﹤0.01% 1774
2026
Q1 		$15.2K Buy
368
+1
+0.3% +$41 0.01% 1041
2025
Q4 		$14.3K Sell
367
-173
-32% -$6.58K ﹤0.01% 1034
2025
Q3 		$20.5K Buy
540
+194
+56% +$7.57K 0.01% 883
2025
Q2 		$13K Buy
+346
New +$12.1K 0.01% 780

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Wealth Enhancement Advisory Services
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Valeo Financial Advisors
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Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
City State Bank
City State Bank Norwalk, Iowa $441M AUM 23.97% 1-Year Est. Return
Nisa Investment Advisors
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State of Alaska Department of Revenue
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USA Financial Formulas
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Essential Partners's FMBH Position: Q3 2026 in Review

Essential Partners held its First Mid Bancshares (FMBH) position steady in Q3 2026 at 65 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

Essential Partners first reported a position in FMBH in Q2 2025 and has held it in 6 quarters since. The position peaked at $20.5K in Q3 2025. 26 funds tracked by Wall St. Rank hold FMBH as of Q3 2026.

  • Essential Partners held 65 shares of First Mid Bancshares worth $3.17K as of Q3 2026.
  • Essential Partners left its First Mid Bancshares share count unchanged in Q3 2026.
  • First Mid Bancshares made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1731 holding.
  • Essential Partners first reported a position in First Mid Bancshares in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's First Mid Bancshares position peaked at $20.5K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held First Mid Bancshares as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.