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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Private Wealth Management Group's FMBH Position: Q1 2026 in Review

Private Wealth Management Group held its First Mid Bancshares (FMBH) position steady in Q1 2026 at 29 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

Private Wealth Management Group first reported a position in FMBH in Q4 2023 and has held it in 10 quarters since. 170 funds tracked by Wall St. Rank hold FMBH as of Q1 2026.

Private Wealth Management Group held 29 shares of First Mid Bancshares worth $1.2K as of Q1 2026.
Private Wealth Management Group left its First Mid Bancshares share count unchanged in Q1 2026.
First Mid Bancshares made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #1214 holding.
Private Wealth Management Group first reported a position in First Mid Bancshares in Q4 2023 and has held it in 10 quarters since.
170 funds tracked by Wall St. Rank held First Mid Bancshares as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.