Raymond James Financial Services Advisors’s First Mid Bancshares FMBH Stock Holding History

Raymond James Financial Services 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
2024 Q3	$209K	Buy	+5,382	New	+$203K	﹤0.01%	3160
2024 Q1	–	Sell	-6,000	Closed	-$208K	–	3416
2023 Q4	$208K	Buy	+6,000	New	+$181K	﹤0.01%	2967
2023 Q1	–	Sell	-6,902	Closed	-$221K	–	3312
2022 Q4	$221K	Hold	6,902	–	–	﹤0.01%	2805
2022 Q3	$221K	Hold	6,902	–	–	﹤0.01%	2787
2022 Q2	$246K	Hold	6,902	–	–	﹤0.01%	2727
2022 Q1	$266K	Sell	6,902 -2,200	-24%	-$90.5K	﹤0.01%	2807
2021 Q4	$389K	Buy	+9,102	New	+$390K	﹤0.01%	2535

Other funds holding FMBH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

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

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

American Century Companies

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return