Moneta Group Investment Advisors’s First Mid Bancshares FMBH Stock Holding History

Moneta Group Investment 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	$3.19M	Buy	66,368 +3,097	+5%	+$137K	0.02%	243
2026 Q1	$2.61M	Hold	63,271	–	–	0.02%	238
2025 Q4	$2.47M	Hold	63,271	–	–	0.02%	247
2025 Q3	$2.4M	Hold	63,271	–	–	0.02%	247
2025 Q2	$2.37M	Buy	63,271 +726	+1%	+$25.4K	0.03%	211
2025 Q1	$2.18M	Hold	62,545	–	–	0.03%	200
2024 Q4	$2.3M	Hold	62,545	–	–	0.03%	192
2024 Q3	$2.43M	Sell	62,545 -2,755	-4%	-$104K	0.04%	180
2024 Q2	$2.15M	Hold	65,300	–	–	0.03%	181
2024 Q1	$2.13M	Buy	65,300 +2,755	+4%	+$87K	0.03%	185
2023 Q4	$2.17M	Sell	62,545 -20,420	-25%	-$616K	0.04%	162
2023 Q3	$2.2M	Sell	82,965 -8,507	-9%	-$237K	0.05%	158
2023 Q2	$2.21M	Buy	+91,472	New	+$2.28M	0.05%	155

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

Moneta Group Investment Advisors's FMBH Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its First Mid Bancshares (FMBH) stake by 4.9% in Q2 2026, buying an estimated $137K and bringing the position to 66,368 shares worth $3.19M. The position accounts for 0.02% of the portfolio, ranked #243.

Moneta Group Investment Advisors first reported a position in FMBH in Q2 2023 and has held it in 13 quarters since. 169 funds tracked by Wall St. Rank hold FMBH as of Q2 2026.

Moneta Group Investment Advisors held 66,368 shares of First Mid Bancshares worth $3.19M as of Q2 2026.
Moneta Group Investment Advisors bought 3,097 First Mid Bancshares shares in Q2 2026, an estimated $137K.
First Mid Bancshares made up 0.02% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #243 holding.
Moneta Group Investment Advisors first reported a position in First Mid Bancshares in Q2 2023 and has held it in 13 quarters since.
169 funds tracked by Wall St. Rank held First Mid Bancshares as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.