MassMutual Private Wealth & Trust, FSB FMBH β€” First Mid Bancshares Inc

Ownership history in MassMutual Private Wealth & Trust, FSB  Β·  6 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported First Mid Bancshares Inc (FMBH) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. The latest visible filing shows FMBH at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FMBH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in First Mid Bancshares Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FMBH was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MassMutual Private Wealth & Trust, FSB held FMBH β€” position size vs. price
% of Fund (quarterly)    FMBH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 10 β€” 0% 0.00% $481 2026-07-02 $48.46
2026 Q1 UNCHANGED β€” β€” β€” 10 β€” 0% 0.00% $412 2026-04-13 $43.32
2025 Q4 UNCHANGED β€” β€” β€” 10 β€” 0% 0.00% $390 2026-01-07 $38.67
2025 Q3 UNCHANGED β€” β€” β€” 10 β€” 0% 0.00% $379 2025-10-22 $36.17
2025 Q2 UNCHANGED β€” β€” β€” 10 β€” 0% 0.00% $375 2025-07-09 $38.53
2025 Q1 INITIATED β€” β€” β€” 10 β€” β€” 0.00% $349 2025-04-01 $33.68

🏒 Other funds also holding FMBH

As of 2026 Q2 β€” sorted by position size

Hennion & Walsh Asset Management, Inc. 3Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% GAMMA Investing LLC 0.0%

FAQ About MassMutual Private Wealth & Trust, FSB and FMBH

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning FMBH?

MassMutual Private Wealth & Trust, FSB reported FMBH across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported FMBH position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for FMBH was 0.00% in 2026 Q2.

What is the latest reported FMBH position on this page?

The most recent filing on this page is 2026 Q2, when MassMutual Private Wealth & Trust, FSB reported 10 shares, equal to 0.00% of portfolio, with an estimated market value of $481.

What does the chart on this FMBH ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly FMBH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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