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 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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSB

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

True Wealth Design's FMBH Position: Q2 2026 in Review

True Wealth Design reduced its First Mid Bancshares (FMBH) stake by 6.9% in Q2 2026, selling an estimated $88 and leaving 27 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

True Wealth Design first reported a position in FMBH in Q1 2025 and has held it in 6 quarters since. 16 funds tracked by Wall St. Rank hold FMBH as of Q2 2026.

True Wealth Design held 27 shares of First Mid Bancshares worth $1.3K as of Q2 2026.
True Wealth Design sold 2 First Mid Bancshares shares in Q2 2026, an estimated $88.
First Mid Bancshares made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1881 holding.
True Wealth Design first reported a position in First Mid Bancshares in Q1 2025 and has held it in 6 quarters since.
16 funds tracked by Wall St. Rank held First Mid Bancshares as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.