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

EverSource 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	$11.5K	Buy	240 +10	+4%	+$441	﹤0.01%	2825
2026 Q1	$9.47K	Buy	230 +13	+6%	+$538	﹤0.01%	2948
2025 Q4	$8.46K	Buy	217 +40	+23%	+$1.52K	﹤0.01%	2879
2025 Q3	$6.71K	Buy	177 +31	+21%	+$1.21K	﹤0.01%	3017
2025 Q2	$5.47K	Sell	146 -108	-43%	-$3.78K	﹤0.01%	3126
2025 Q1	$8.87K	Buy	254 +67	+36%	+$2.47K	﹤0.01%	2172
2024 Q4	$6.89K	Buy	187 +7	+4%	+$278	﹤0.01%	2189
2024 Q3	$7K	Hold	180	–	–	﹤0.01%	2068
2024 Q2	$6.91K	Hold	180	–	–	﹤0.01%	2068
2024 Q1	$5.57K	Hold	180	–	–	﹤0.01%	2000
2023 Q4	$6.24K	Hold	180	–	–	﹤0.01%	1768
2023 Q3	$4.78K	Sell	180 -251	-58%	-$6.98K	﹤0.01%	1723
2023 Q2	$10.4K	Sell	431 -412	-49%	-$10.3K	﹤0.01%	1422
2023 Q1	$22.9K	Buy	+843	New	+$25.7K	﹤0.01%	1029

Other funds holding FMBH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

EverSource Wealth Advisors increased its First Mid Bancshares (FMBH) stake by 4.3% in Q2 2026, buying an estimated $441 and bringing the position to 240 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2825.

EverSource Wealth Advisors first reported a position in FMBH in Q1 2023 and has held it in 14 quarters since. The position peaked at $22.9K in Q1 2023. 170 funds tracked by Wall St. Rank hold FMBH as of Q2 2026.

EverSource Wealth Advisors held 240 shares of First Mid Bancshares worth $11.5K as of Q2 2026.
EverSource Wealth Advisors bought 10 First Mid Bancshares shares in Q2 2026, an estimated $441.
First Mid Bancshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2825 holding.
EverSource Wealth Advisors first reported a position in First Mid Bancshares in Q1 2023 and has held it in 14 quarters since.
EverSource Wealth Advisors's First Mid Bancshares position peaked at $22.9K in Q1 2023.
170 funds tracked by Wall St. Rank held First Mid Bancshares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.