True Wealth Design
FMBH icon

True Wealth Design’s First Mid Bancshares FMBH Stock Holding History

True Wealth Design’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
Q3 		$1.32K Hold
27
– – ﹤0.01% 1833
2026
Q2 		$1.3K Sell
27
-2
-7% -$88 ﹤0.01% 1881
2026
Q1 		$1.2K Sell
29
-1
-3% -$41 ﹤0.01% 1738
2025
Q4 		$1.17K Buy
30
+2
+7% +$76 ﹤0.01% 1652
2025
Q3 		$1.06K Buy
28
+21
+300% +$819 ﹤0.01% 1724
2025
Q2 		$263 Buy
7
+1
+17% +$35 ﹤0.01% 1985
2025
Q1 		$210 Buy
+6
New +$221 ﹤0.01% 1930

Other funds holding FMBH

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
City State Bank
City State Bank Norwalk, Iowa $441M AUM 23.97% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
USA Financial Formulas
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return
Hickory Point Bank & Trust
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

True Wealth Design's FMBH Position: Q3 2026 in Review

True Wealth Design held its First Mid Bancshares (FMBH) position steady in Q3 2026 at 27 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1833.

True Wealth Design first reported a position in FMBH in Q1 2025 and has held it in 7 quarters since. 25 funds tracked by Wall St. Rank hold FMBH as of Q3 2026.

  • True Wealth Design held 27 shares of First Mid Bancshares worth $1.32K as of Q3 2026.
  • True Wealth Design left its First Mid Bancshares share count unchanged in Q3 2026.
  • First Mid Bancshares made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1833 holding.
  • True Wealth Design first reported a position in First Mid Bancshares in Q1 2025 and has held it in 7 quarters since.
  • 25 funds tracked by Wall St. Rank held First Mid Bancshares as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.