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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

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. 170 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.
  • 170 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.