Position in FMBH
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$603,818
+$87,667 QoQ
Shares Held
12,556
+0.2% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3
of 24 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FMBH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $28,261,361 across 24 Banks - Regional names. FMBH ranks #12 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MBIN |
Merchants Bancorp
|
226,998 | $11,349,900 | |
| 2 | TCBX |
Third Coast Bancshares, Inc.
|
78,616 | $3,176,086 | |
| 3 | THFF |
First Financial Corp /In/
|
22,277 | $1,725,130 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
6,146 | $1,513,268 | |
| 5 | USB |
US Bancorp De
|
20,006 | $1,208,362 | |
| 6 | GABC |
German American Bancorp, Inc.
|
19,877 | $943,362 | |
| 7 | TFC |
Truist Financial Corp
|
16,883 | $841,111 | |
| 8 | FITB |
Fifth Third Bancorp
|
14,502 | $817,477 |
All Filings in FMBH
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $603,818 | 12,556 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $516,151 | 12,531 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $485,160 | 12,440 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $464,105 | 12,252 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,235,087 | 86,292 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $424,349 | 12,159 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $447,694 | 12,159 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $473,106 | 12,159 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $399,787 | 12,159 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $397,356 | 12,159 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $421,430 | 12,159 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $322,943 | 12,159 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $3,678,863 | 152,397 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $4,463,508 | 163,979 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $371,550 | 11,582 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $370,276 | 11,582 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $413,129 | 11,582 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $445,791 | 11,582 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $523,236 | 12,228 | Shares | Sole | 2022-01-07 | |
| No filing history on record for this holder in this stock. | ||||||