LPL Financial
FMBH icon

LPL Financial’s First Mid Bancshares FMBH Stock Holding History

LPL Financial’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 		$298K Hold
6,188
– – ﹤0.01% 5465
2026
Q1 		$255K Buy
+6,188
New +$256K ﹤0.01% 5316
2016
Q1 		– Sell
-26,088
Closed -$678K – 3137
2015
Q4 		$678K Buy
+26,088
New +$613K ﹤0.01% 1984

Other funds holding FMBH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
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

LPL Financial's FMBH Position: Q2 2026 in Review

LPL Financial held its First Mid Bancshares (FMBH) position steady in Q2 2026 at 6,188 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #5465.

LPL Financial first reported a position in FMBH in Q4 2015 and has held it in 3 quarters since. The position peaked at $678K in Q4 2015. 169 funds tracked by Wall St. Rank hold FMBH as of Q2 2026.

  • LPL Financial held 6,188 shares of First Mid Bancshares worth $298K as of Q2 2026.
  • LPL Financial left its First Mid Bancshares share count unchanged in Q2 2026.
  • First Mid Bancshares made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5465 holding.
  • LPL Financial first reported a position in First Mid Bancshares in Q4 2015 and has held it in 3 quarters since.
  • LPL Financial's First Mid Bancshares position peaked at $678K in Q4 2015.
  • 169 funds tracked by Wall St. Rank held First Mid Bancshares as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.