Visionary Wealth Advisors
FMBH icon

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
Q3 		$1.31M Sell
26,903
-1,228
-4% -$61.7K 0.05% 266
2026
Q2 		$1.35M Hold
28,131
– – 0.05% 254
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Armstrong Fleming & Moore
Armstrong Fleming & Moore Washington, District of Columbia $303M AUM 21.82% 1-Year Est. Return
Duncker Streett & Co
Duncker Streett & Co St. Louis, Missouri $598M AUM 22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Visionary Wealth Advisors's FMBH Position: Q3 2026 in Review

Visionary Wealth Advisors reduced its First Mid Bancshares (FMBH) stake by 4.4% in Q3 2026, selling an estimated $61.7K and leaving 26,903 shares worth $1.31M. The position accounts for 0.05% of the portfolio, ranked #266.

Visionary Wealth Advisors first reported a position in FMBH in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.83M in Q4 2019. 53 funds tracked by Wall St. Rank hold FMBH as of Q3 2026.

  • Visionary Wealth Advisors held 26,903 shares of First Mid Bancshares worth $1.31M as of Q3 2026.
  • Visionary Wealth Advisors sold 1,228 First Mid Bancshares shares in Q3 2026, an estimated $61.7K.
  • First Mid Bancshares made up 0.05% of Visionary Wealth Advisors's portfolio in Q3 2026, its #266 holding.
  • Visionary Wealth Advisors first reported a position in First Mid Bancshares in Q4 2019 and has held it in 28 quarters since.
  • Visionary Wealth Advisors's First Mid Bancshares position peaked at $1.83M in Q4 2019.
  • 53 funds tracked by Wall St. Rank held First Mid Bancshares as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.