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Visionary Wealth Advisors’s First Mid Bancshares FMBH Stock Holding History

Visionary Wealth 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
Q1 		$1.16M Hold
28,131
– – 0.05% 250
2025
Q4 		$1.1M Hold
28,131
– – 0.05% 256
2025
Q3 		$1.07M Hold
28,131
– – 0.05% 262
2025
Q2 		$1.05M Hold
28,131
– – 0.05% 270
2025
Q1 		$982K Hold
28,131
– – 0.06% 261
2024
Q4 		$1.04M Buy
28,131
+2,941
+12% +$117K 0.06% 247
2024
Q3 		$980K Sell
25,190
-4,900
-16% -$185K 0.06% 256
2024
Q2 		$989K Hold
30,090
– – 0.06% 243
2024
Q1 		$983K Hold
30,090
– – 0.07% 235
2023
Q4 		$1.04M Hold
30,090
– – 0.08% 222
2023
Q3 		$799K Hold
30,090
– – 0.06% 234
2023
Q2 		$726K Hold
30,090
– – 0.06% 244
2023
Q1 		$819K Sell
30,090
-9,186
-23% -$280K 0.07% 213
2022
Q4 		$1.26M Hold
39,276
– – 0.12% 158
2022
Q3 		$1.26M Sell
39,276
-49
-0.1% -$1.77K 0.13% 148
2022
Q2 		$1.4M Hold
39,325
– – 0.13% 148
2022
Q1 		$1.51M Sell
39,325
-186
-0.5% -$7.65K 0.12% 148
2021
Q4 		$1.69M Sell
39,511
-500
-1% -$21.4K 0.14% 133
2021
Q3 		$1.64M Sell
40,011
-11
-0% -$441 0.17% 116
2021
Q2 		$1.62M Buy
40,022
+1
+0% +$43 0.16% 118
2021
Q1 		$1.76M Buy
40,021
+1,088
+3% +$41K 0.18% 117
2020
Q4 		$1.31M Buy
38,933
+13
+0% +$392 0.15% 121
2020
Q3 		$971K Hold
38,920
– – 0.14% 118
2020
Q2 		$1.02M Buy
38,920
+16
+0% +$401 0.16% 116
2020
Q1 		$924K Sell
38,904
-13,095
-25% -$393K 0.17% 101
2019
Q4 		$1.83M Buy
+51,999
New +$1.82M 0.33% 73

Other funds holding FMBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Visionary Wealth Advisors's FMBH Position: Q1 2026 in Review

Visionary Wealth Advisors held its First Mid Bancshares (FMBH) position steady in Q1 2026 at 28,131 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #250.

Visionary Wealth Advisors first reported a position in FMBH in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.83M in Q4 2019. 170 funds tracked by Wall St. Rank hold FMBH as of Q1 2026.

  • Visionary Wealth Advisors held 28,131 shares of First Mid Bancshares worth $1.16M as of Q1 2026.
  • Visionary Wealth Advisors left its First Mid Bancshares share count unchanged in Q1 2026.
  • First Mid Bancshares made up 0.05% of Visionary Wealth Advisors's portfolio in Q1 2026, its #250 holding.
  • Visionary Wealth Advisors first reported a position in First Mid Bancshares in Q4 2019 and has held it in 26 quarters since.
  • Visionary Wealth Advisors's First Mid Bancshares position peaked at $1.83M in Q4 2019.
  • 170 funds tracked by Wall St. Rank held First Mid Bancshares as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.