Lindbrook Capital’s First Mid Bancshares FMBH Stock Holding History

Lindbrook Capital’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
2025 Q1	$27.3K	Sell	782 -4	-0.5%	-$148	﹤0.01%	1221
2024 Q4	$28.9K	Hold	786	–	–	﹤0.01%	1076
2024 Q3	$30.6K	Buy	786 +40	+5%	+$1.51K	﹤0.01%	1060
2024 Q2	$24.5K	Buy	746 +2	+0.3%	+$63	﹤0.01%	1125
2024 Q1	$24.3K	Hold	744	–	–	﹤0.01%	1109
2023 Q4	$25.8K	Buy	744 +223	+43%	+$6.73K	﹤0.01%	1046
2023 Q3	$13.8K	Buy	521 +102	+24%	+$2.84K	﹤0.01%	1247
2023 Q2	$10.1K	Sell	419 -931	-69%	-$23.2K	﹤0.01%	1461
2023 Q1	$36.7K	Buy	1,350 +1,052	+353%	+$32.1K	﹤0.01%	812
2022 Q4	$9.56K	Hold	298	–	–	﹤0.01%	1457
2022 Q3	$10K	Sell	298 -58	-16%	-$2.1K	﹤0.01%	1322
2022 Q2	$13K	Sell	356 -26	-7%	-$961	﹤0.01%	1141
2022 Q1	$15K	Buy	382 +84	+28%	+$3.46K	﹤0.01%	1121
2021 Q4	$13K	Hold	298	–	–	﹤0.01%	1161
2021 Q3	$12K	Hold	298	–	–	﹤0.01%	920
2021 Q2	$12K	Hold	298	–	–	﹤0.01%	977
2021 Q1	$13K	Hold	298	–	–	﹤0.01%	908
2020 Q4	$10K	Hold	298	–	–	﹤0.01%	902
2020 Q3	$7K	Hold	298	–	–	﹤0.01%	951
2020 Q2	$8K	Hold	298	–	–	﹤0.01%	900
2020 Q1	$7K	Buy	+298	New	+$8.94K	﹤0.01%	868

Other funds holding FMBH

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lindbrook Capital's FMBH Position: Q1 2025 in Review

Lindbrook Capital reduced its First Mid Bancshares (FMBH) stake by 0.51% in Q1 2025, selling an estimated $148 and leaving 782 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Lindbrook Capital first reported a position in FMBH in Q1 2020 and has held it in 21 quarters since. The position peaked at $36.7K in Q1 2023. 150 funds tracked by Wall St. Rank hold FMBH as of Q1 2025.

Lindbrook Capital held 782 shares of First Mid Bancshares worth $27.3K as of Q1 2025.
Lindbrook Capital sold 4 First Mid Bancshares shares in Q1 2025, an estimated $148.
First Mid Bancshares made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1221 holding.
Lindbrook Capital first reported a position in First Mid Bancshares in Q1 2020 and has held it in 21 quarters since.
Lindbrook Capital's First Mid Bancshares position peaked at $36.7K in Q1 2023.
150 funds tracked by Wall St. Rank held First Mid Bancshares as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.