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Root Financial Partners’s First Mid Bancshares FMBH Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-31
Closed -$1.28K – 1401
2026
Q1 		$1.28K Buy
+31
New +$1.28K ﹤0.01% 2499

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Vanguard Capital Management
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American Century Companies
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Geode Capital Management
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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Root Financial Partners's FMBH Position: Q2 2026 in Review

Root Financial Partners sold out of First Mid Bancshares (FMBH) in Q2 2026, closing a stake of 31 shares — an estimated $1.28K sold.

Root Financial Partners first reported a position in FMBH in Q1 2026 and held it in 1 quarter. The position peaked at $1.28K in Q1 2026. 169 funds tracked by Wall St. Rank hold FMBH as of Q2 2026.

  • Root Financial Partners reported no remaining First Mid Bancshares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 31 First Mid Bancshares shares in Q2 2026, an estimated $1.28K.
  • Root Financial Partners first reported a position in First Mid Bancshares in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's First Mid Bancshares position peaked at $1.28K in Q1 2026.
  • 169 funds tracked by Wall St. Rank held First Mid Bancshares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.