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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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. 170 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.
170 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.