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Pinnacle Wealth Planning Services’s First Mid Bancshares FMBH Stock Holding History

Pinnacle Wealth Planning Services’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 		$13.5K Hold
328
– – ﹤0.01% 1885
2025
Q4 		$12.8K Buy
+328
New +$12.5K ﹤0.01% 1916
2021
Q1 		– Sell
-131
Closed -$4K – 926
2020
Q4 		$4K Buy
+131
New +$3.95K ﹤0.01% 1725

Other funds holding FMBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
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

Pinnacle Wealth Planning Services's FMBH Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its First Mid Bancshares (FMBH) position steady in Q1 2026 at 328 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1885.

Pinnacle Wealth Planning Services first reported a position in FMBH in Q4 2020 and has held it in 3 quarters since. 170 funds tracked by Wall St. Rank hold FMBH as of Q1 2026.

  • Pinnacle Wealth Planning Services held 328 shares of First Mid Bancshares worth $13.5K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its First Mid Bancshares share count unchanged in Q1 2026.
  • First Mid Bancshares made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1885 holding.
  • Pinnacle Wealth Planning Services first reported a position in First Mid Bancshares in Q4 2020 and has held it in 3 quarters since.
  • 170 funds tracked by Wall St. Rank held First Mid Bancshares as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.