Western Wealth Management’s First Mid Bancshares FMBH Stock Holding History

Western Wealth Management’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	$3.5M	Hold	84,964	–	–	0.13%	159
2025 Q4	$3.31M	Hold	84,964	–	–	0.15%	133
2025 Q3	$3.22M	Hold	84,964	–	–	0.17%	111
2025 Q2	$3.19M	Hold	84,964	–	–	0.19%	103
2025 Q1	$2.97M	Hold	84,964	–	–	0.2%	106
2024 Q4	$3.13M	Hold	84,964	–	–	0.2%	96
2024 Q3	$3.31M	Hold	84,964	–	–	0.19%	107
2024 Q2	$2.79M	Hold	84,964	–	–	0.21%	97
2024 Q1	$2.78M	Hold	84,964	–	–	0.22%	93
2023 Q4	$2.94M	Sell	84,964 -3,200	-4%	-$96.6K	0.21%	96
2023 Q3	$2.34M	Hold	88,164	–	–	0.2%	108
2023 Q2	$2.13M	Hold	88,164	–	–	0.18%	120
2023 Q1	$2.4M	Hold	88,164	–	–	0.22%	105
2022 Q4	$2.83M	Sell	88,164 -88,164	-50%	-$2.99M	0.29%	82
2022 Q3	$5.64M	Hold	176,328	–	–	0.32%	64
2022 Q2	$6.29M	Hold	176,328	–	–	0.36%	56
2022 Q1	$6.79M	Buy	+176,328	New	+$7.25M	0.33%	62

Other funds holding FMBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Western Wealth Management's FMBH Position: Q1 2026 in Review

Western Wealth Management held its First Mid Bancshares (FMBH) position steady in Q1 2026 at 84,964 shares worth $3.5M. The position accounts for 0.13% of the portfolio, ranked #159.

Western Wealth Management first reported a position in FMBH in Q1 2022 and has held it in 17 quarters since. The position peaked at $6.79M in Q1 2022. 170 funds tracked by Wall St. Rank hold FMBH as of Q1 2026.

Western Wealth Management held 84,964 shares of First Mid Bancshares worth $3.5M as of Q1 2026.
Western Wealth Management left its First Mid Bancshares share count unchanged in Q1 2026.
First Mid Bancshares made up 0.13% of Western Wealth Management's portfolio in Q1 2026, its #159 holding.
Western Wealth Management first reported a position in First Mid Bancshares in Q1 2022 and has held it in 17 quarters since.
Western Wealth Management's First Mid Bancshares position peaked at $6.79M in Q1 2022.
170 funds tracked by Wall St. Rank held First Mid Bancshares as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.