Principal Financial Group
FMBH icon

Principal Financial Group’s First Mid Bancshares FMBH Stock Holding History

Principal Financial Group’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
Q3 		$2.13M Buy
43,647
+17,479
+67% +$879K ﹤0.01% 1862
2026
Q2 		$1.26M Buy
26,168
+1,609
+7% +$71K ﹤0.01% 1912
2026
Q1 		$1.01M Buy
+24,559
New +$1.02M ﹤0.01% 1934
2025
Q3 		– Sell
-12,060
Closed -$452K – 2282
2025
Q2 		$452K Buy
+12,060
New +$422K ﹤0.01% 2005

Other funds holding FMBH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Armstrong Fleming & Moore
Armstrong Fleming & Moore Washington, District of Columbia $303M AUM 21.82% 1-Year Est. Return
Duncker Streett & Co
Duncker Streett & Co St. Louis, Missouri $598M AUM 22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Principal Financial Group's FMBH Position: Q3 2026 in Review

Principal Financial Group increased its First Mid Bancshares (FMBH) stake by 67% in Q3 2026, buying an estimated $879K and bringing the position to 43,647 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

Principal Financial Group first reported a position in FMBH in Q2 2025 and has held it in 4 quarters since. 57 funds tracked by Wall St. Rank hold FMBH as of Q3 2026.

  • Principal Financial Group held 43,647 shares of First Mid Bancshares worth $2.13M as of Q3 2026.
  • Principal Financial Group bought 17,479 First Mid Bancshares shares in Q3 2026, an estimated $879K.
  • First Mid Bancshares made up ﹤0.01% of Principal Financial Group's portfolio in Q3 2026, its #1862 holding.
  • Principal Financial Group first reported a position in First Mid Bancshares in Q2 2025 and has held it in 4 quarters since.
  • 57 funds tracked by Wall St. Rank held First Mid Bancshares as of Q3 2026.

Based on Principal Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.