Private Wealth Management Group’s First Mid Bancshares FMBH Stock Holding History

Private Wealth Management 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	$1.41K	Hold	29	–	–	﹤0.01%	1263
2026 Q2	$1.4K	Hold	29	–	–	﹤0.01%	1237
2026 Q1	$1.2K	Hold	29	–	–	﹤0.01%	1214
2025 Q4	$1.13K	Hold	29	–	–	﹤0.01%	1241
2025 Q3	$1.1K	Hold	29	–	–	﹤0.01%	1261
2025 Q2	$1.09K	Hold	29	–	–	﹤0.01%	1261
2025 Q1	$1.01K	Hold	29	–	–	﹤0.01%	1266
2024 Q4	$1.07K	Hold	29	–	–	﹤0.01%	1283
2024 Q3	$1.13K	Hold	29	–	–	﹤0.01%	1246
2024 Q2	$954	Hold	29	–	–	﹤0.01%	1301
2024 Q1	$948	Hold	29	–	–	﹤0.01%	1281
2023 Q4	$1.01K	Buy	+29	New	+$875	﹤0.01%	1267

Other funds holding FMBH

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

City State Bank Norwalk, Iowa $441M AUM 23.97% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

Private Wealth Management Group's FMBH Position: Q3 2026 in Review

Private Wealth Management Group held its First Mid Bancshares (FMBH) position steady in Q3 2026 at 29 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

Private Wealth Management Group first reported a position in FMBH in Q4 2023 and has held it in 12 quarters since. 26 funds tracked by Wall St. Rank hold FMBH as of Q3 2026.

Private Wealth Management Group held 29 shares of First Mid Bancshares worth $1.41K as of Q3 2026.
Private Wealth Management Group left its First Mid Bancshares share count unchanged in Q3 2026.
First Mid Bancshares made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1263 holding.
Private Wealth Management Group first reported a position in First Mid Bancshares in Q4 2023 and has held it in 12 quarters since.
26 funds tracked by Wall St. Rank held First Mid Bancshares as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.