Wellington Management Group
FMBH icon

Wellington Management Group’s First Mid Bancshares FMBH Stock Holding History

Wellington Management Group’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 		$18.2M Buy
442,453
+1,087
+0.2% +$45K ﹤0.01% 1056
2025
Q4 		$17.2M Buy
441,366
+48,013
+12% +$1.83M ﹤0.01% 1090
2025
Q3 		$14.9M Sell
393,353
-3,778
-1% -$147K ﹤0.01% 1140
2025
Q2 		$14.9M Buy
397,131
+799
+0.2% +$28K ﹤0.01% 1078
2025
Q1 		$13.8M Sell
396,332
-6,494
-2% -$240K ﹤0.01% 1098
2024
Q4 		$14.8M Buy
402,826
+14,900
+4% +$593K ﹤0.01% 1071
2024
Q3 		$15.1M Buy
387,926
+26,560
+7% +$1M ﹤0.01% 1049
2024
Q2 		$11.9M Buy
361,366
+17,500
+5% +$550K ﹤0.01% 1117
2024
Q1 		$11.2M Buy
343,866
+49,200
+17% +$1.55M ﹤0.01% 1102
2023
Q4 		$10.2M Buy
294,666
+16,388
+6% +$495K ﹤0.01% 1112
2023
Q3 		$7.39M Hold
278,278
– – ﹤0.01% 1180
2023
Q2 		$6.72M Buy
278,278
+43,976
+19% +$1.1M ﹤0.01% 1197
2023
Q1 		$6.38M Buy
234,302
+10,500
+5% +$320K ﹤0.01% 1218
2022
Q4 		$7.18M Sell
223,802
-8,602
-4% -$291K ﹤0.01% 1176
2022
Q3 		$7.43M Sell
232,404
-15,747
-6% -$570K ﹤0.01% 1177
2022
Q2 		$8.85M Hold
248,151
– – ﹤0.01% 1150
2022
Q1 		$9.55M Sell
248,151
-10,300
-4% -$424K ﹤0.01% 1209
2021
Q4 		$11.1M Sell
258,451
-49,715
-16% -$2.13M ﹤0.01% 1234
2021
Q3 		$12.7M Sell
308,166
-1,000
-0.3% -$40.1K ﹤0.01% 1202
2021
Q2 		$12.5M Sell
309,166
-22,617
-7% -$977K ﹤0.01% 1208
2021
Q1 		$14.6M Sell
331,783
-18,864
-5% -$712K ﹤0.01% 1146
2020
Q4 		$11.8M Buy
350,647
+40,920
+13% +$1.23M ﹤0.01% 1149
2020
Q3 		$7.73M Sell
309,727
-11
-0% -$278 ﹤0.01% 1163
2020
Q2 		$8.12M Buy
309,738
+23,116
+8% +$579K ﹤0.01% 1115
2020
Q1 		$6.8M Hold
286,622
– – ﹤0.01% 1134
2019
Q4 		$10.1M Sell
286,622
-74,200
-21% -$2.59M ﹤0.01% 1160
2019
Q3 		$12.5M Sell
360,822
-57,269
-14% -$1.91M ﹤0.01% 1092
2019
Q2 		$14.6M Sell
418,091
-18,724
-4% -$637K ﹤0.01% 1087
2019
Q1 		$14.6M Buy
436,815
+38,985
+10% +$1.32M ﹤0.01% 1094
2018
Q4 		$12.7M Sell
397,830
-10,087
-2% -$361K ﹤0.01% 1121
2018
Q3 		$16.5M Sell
407,917
-266,782
-40% -$10.9M ﹤0.01% 1143
2018
Q2 		$26.5M Buy
674,699
+48,811
+8% +$1.85M 0.01% 996
2018
Q1 		$22.8M Buy
625,888
+28,361
+5% +$1.05M 0.01% 1036
2017
Q4 		$23M Buy
597,527
+65,451
+12% +$2.57M 0.01% 1032
2017
Q3 		$20.4M Buy
532,076
+37,199
+8% +$1.31M ﹤0.01% 1043
2017
Q2 		$16.9M Sell
494,877
-95,563
-16% -$3.24M ﹤0.01% 1087
2017
Q1 		$20M Buy
590,440
+210,458
+55% +$6.86M ﹤0.01% 1035
2016
Q4 		$12.9M Sell
379,982
-2,646
-0.7% -$79K ﹤0.01% 1127
2016
Q3 		$10.4M Hold
382,628
– – ﹤0.01% 1163
2016
Q2 		$9.57M Sell
382,628
-19,753
-5% -$499K ﹤0.01% 1157
2016
Q1 		$9.7M Hold
402,381
– – ﹤0.01% 1150
2015
Q4 		$10.5M Hold
402,381
– – ﹤0.01% 1151
2015
Q3 		$8.86M Hold
402,381
– – ﹤0.01% 1210
2015
Q2 		$8.24M Buy
+402,381
New +$8.32M ﹤0.01% 1274

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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group's FMBH Position: Q1 2026 in Review

Wellington Management Group increased its First Mid Bancshares (FMBH) stake by 0.25% in Q1 2026, buying an estimated $45K and bringing the position to 442,453 shares worth $18.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Wellington Management Group first reported a position in FMBH in Q2 2015 and has held it in 44 quarters since. The position peaked at $26.5M in Q2 2018. 170 funds tracked by Wall St. Rank hold FMBH as of Q1 2026.

  • Wellington Management Group held 442,453 shares of First Mid Bancshares worth $18.2M as of Q1 2026.
  • Wellington Management Group bought 1,087 First Mid Bancshares shares in Q1 2026, an estimated $45K.
  • First Mid Bancshares made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1056 holding.
  • Wellington Management Group first reported a position in First Mid Bancshares in Q2 2015 and has held it in 44 quarters since.
  • Wellington Management Group's First Mid Bancshares position peaked at $26.5M in Q2 2018.
  • 170 funds tracked by Wall St. Rank held First Mid Bancshares as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.