VFA
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
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

BP
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
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
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
GI
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Valeo Financial Advisors's FMBH Position: Q2 2026 in Review

Valeo Financial Advisors increased its First Mid Bancshares (FMBH) stake by 0.2% in Q2 2026, buying an estimated $1.1K and bringing the position to 12,556 shares worth $604K. The position accounts for 0.01% of the portfolio, ranked #404.

Valeo Financial Advisors first reported a position in FMBH in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.46M in Q1 2023. 16 funds tracked by Wall St. Rank hold FMBH as of Q2 2026.

  • Valeo Financial Advisors held 12,556 shares of First Mid Bancshares worth $604K as of Q2 2026.
  • Valeo Financial Advisors bought 25 First Mid Bancshares shares in Q2 2026, an estimated $1.1K.
  • First Mid Bancshares made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #404 holding.
  • Valeo Financial Advisors first reported a position in First Mid Bancshares in Q4 2021 and has held it in 19 quarters since.
  • Valeo Financial Advisors's First Mid Bancshares position peaked at $4.46M in Q1 2023.
  • 16 funds tracked by Wall St. Rank held First Mid Bancshares as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.