Steward Partners Investment Advisory’s First Mid Bancshares FMBH Stock Holding History

Steward Partners Investment Advisory’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 Q4	–	Sell	-100	Closed	-$3.89K	–	4013
2024 Q3	$3.89K	Hold	100	–	–	﹤0.01%	3263
2024 Q2	$3.29K	Hold	100	–	–	﹤0.01%	3166
2024 Q1	$3.27K	Hold	100	–	–	﹤0.01%	3166
2023 Q4	$3.47K	Hold	100	–	–	﹤0.01%	3088
2023 Q3	$2.66K	Hold	100	–	–	﹤0.01%	3026
2023 Q2	$2.41K	Hold	100	–	–	﹤0.01%	2994
2023 Q1	$2.72K	Hold	100	–	–	﹤0.01%	2959
2022 Q4	$3.21K	Hold	100	–	–	﹤0.01%	2912
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	2931
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	2823
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	2947
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	2879
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	2859
2021 Q2	$4K	Hold	100	–	–	﹤0.01%	6685
2021 Q1	$4.39K	Hold	100	–	–	﹤0.01%	3041
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	2625
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	2490
2020 Q2	$3K	Buy	+100	New	+$2.51K	﹤0.01%	2379

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Partners Investment Advisory's FMBH Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of First Mid Bancshares (FMBH) in Q4 2024, closing a stake of 100 shares — an estimated $3.89K sold.

Steward Partners Investment Advisory first reported a position in FMBH in Q2 2020 and held it in 18 quarters. The position peaked at $4.39K in Q1 2021. 137 funds tracked by Wall St. Rank hold FMBH as of Q4 2024.

Steward Partners Investment Advisory reported no remaining First Mid Bancshares position as of Q4 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 100 First Mid Bancshares shares in Q4 2024, an estimated $3.89K.
Steward Partners Investment Advisory first reported a position in First Mid Bancshares in Q2 2020 and held it in 18 quarters.
Steward Partners Investment Advisory's First Mid Bancshares position peaked at $4.39K in Q1 2021.
137 funds tracked by Wall St. Rank held First Mid Bancshares as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.