Ruedi Wealth Management’s First Mid Bancshares FMBH Stock Holding History

Ruedi Wealth Management’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
2025 Q2	–	Sell	-396	Closed	-$13.8K	–	159
2025 Q1	$13.8K	Hold	396	–	–	﹤0.01%	145
2024 Q4	$14.6K	Hold	396	–	–	﹤0.01%	145
2024 Q3	$15.4K	Hold	396	–	–	0.01%	146
2024 Q2	$13K	Hold	396	–	–	0.01%	162
2024 Q1	$12.9K	Hold	396	–	–	0.01%	147
2023 Q4	$13.7K	Hold	396	–	–	0.01%	125
2023 Q3	$10.5K	Hold	396	–	–	0.01%	130
2023 Q2	$9.56K	Hold	396	–	–	0.01%	140
2023 Q1	$10.8K	Hold	396	–	–	0.01%	151
2022 Q4	$12.7K	Buy	+396	New	+$13.4K	0.01%	130

Other funds holding FMBH

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

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

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

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

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

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

GKIM

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

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

ECA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ruedi Wealth Management's FMBH Position: Q2 2025 in Review

Ruedi Wealth Management sold out of First Mid Bancshares (FMBH) in Q2 2025, closing a stake of 396 shares — an estimated $13.8K sold.

Ruedi Wealth Management first reported a position in FMBH in Q4 2022 and held it in 10 quarters. The position peaked at $15.4K in Q3 2024. 150 funds tracked by Wall St. Rank hold FMBH as of Q2 2025.

Ruedi Wealth Management reported no remaining First Mid Bancshares position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 396 First Mid Bancshares shares in Q2 2025, an estimated $13.8K.
Ruedi Wealth Management first reported a position in First Mid Bancshares in Q4 2022 and held it in 10 quarters.
Ruedi Wealth Management's First Mid Bancshares position peaked at $15.4K in Q3 2024.
150 funds tracked by Wall St. Rank held First Mid Bancshares as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.