Valeo Financial Advisors
FMBH icon

Valeo Financial Advisors’s First Mid Bancshares FMBH Stock Holding History

Valeo Financial Advisors’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 		$615K Buy
12,609
+53
+0.4% +$2.66K 0.01% 402
2026
Q2 		$604K Buy
12,556
+25
+0.2% +$1.1K 0.01% 404
2026
Q1 		$516K Buy
12,531
+91
+0.7% +$3.77K 0.01% 399
2025
Q4 		$485K Buy
12,440
+188
+2% +$7.15K 0.01% 471
2025
Q3 		$464K Sell
12,252
-74,040
-86% -$2.89M 0.01% 476
2025
Q2 		$3.24M Buy
86,292
+74,133
+610% +$2.59M 0.08% 121
2025
Q1 		$424K Hold
12,159
– – 0.01% 449
2024
Q4 		$448K Hold
12,159
– – 0.01% 434
2024
Q3 		$473K Hold
12,159
– – 0.01% 420
2024
Q2 		$400K Hold
12,159
– – 0.01% 449
2024
Q1 		$386K Hold
12,159
– – 0.01% 437
2023
Q4 		$421K Hold
12,159
– – 0.02% 405
2023
Q3 		$323K Sell
12,159
-140,238
-92% -$3.9M 0.01% 436
2023
Q2 		$3.68M Sell
152,397
-11,582
-7% -$289K 0.17% 81
2023
Q1 		$4.46M Buy
163,979
+152,397
+1,316% +$4.64M 0.22% 67
2022
Q4 		$372K Hold
11,582
– – 0.02% 334
2022
Q3 		$370K Hold
11,582
– – 0.02% 300
2022
Q2 		$413K Hold
11,582
– – 0.03% 281
2022
Q1 		$446K Sell
11,582
-646
-5% -$26.6K 0.02% 352
2021
Q4 		$523K Buy
+12,228
New +$524K 0.03% 295

Other funds holding FMBH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Ballentine Partners
Ballentine Partners Waltham, Massachusetts $8.35B AUM 19.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Valeo Financial Advisors's FMBH Position: Q3 2026 in Review

Valeo Financial Advisors increased its First Mid Bancshares (FMBH) stake by 0.42% in Q3 2026, buying an estimated $2.66K and bringing the position to 12,609 shares worth $615K. The position accounts for 0.01% of the portfolio, ranked #402.

Valeo Financial Advisors first reported a position in FMBH in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.46M in Q1 2023. 138 funds tracked by Wall St. Rank hold FMBH as of Q3 2026.

  • Valeo Financial Advisors held 12,609 shares of First Mid Bancshares worth $615K as of Q3 2026.
  • Valeo Financial Advisors bought 53 First Mid Bancshares shares in Q3 2026, an estimated $2.66K.
  • First Mid Bancshares made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #402 holding.
  • Valeo Financial Advisors first reported a position in First Mid Bancshares in Q4 2021 and has held it in 20 quarters since.
  • Valeo Financial Advisors's First Mid Bancshares position peaked at $4.46M in Q1 2023.
  • 138 funds tracked by Wall St. Rank held First Mid Bancshares as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.