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 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 $5.72T AUM 30.48% 1-Year Est. Return

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

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

EverSource Wealth Advisors increased its First Mid Bancshares (FMBH) stake by 6% in Q1 2026, buying an estimated $538 and bringing the position to 230 shares worth $9.47K. The position accounts for ﹤0.01% of the portfolio, ranked #2948.

EverSource Wealth Advisors first reported a position in FMBH in Q1 2023 and has held it in 13 quarters since. The position peaked at $22.9K in Q1 2023. 170 funds tracked by Wall St. Rank hold FMBH as of Q1 2026.

EverSource Wealth Advisors held 230 shares of First Mid Bancshares worth $9.47K as of Q1 2026.
EverSource Wealth Advisors bought 13 First Mid Bancshares shares in Q1 2026, an estimated $538.
First Mid Bancshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2948 holding.
EverSource Wealth Advisors first reported a position in First Mid Bancshares in Q1 2023 and has held it in 13 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 Q1 2026.

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