The cluster is small in dollar terms relative to FMBH's $1.4B market cap and lacks insider corroboration, limiting its signal value. Monitor the Evergreen Bancshares deal closing and Q4 2026 earnings for sustained institutional interest.
How the stock moved after the report
NEUTRAL VIEWSTOCK ABOVE ENTRY AT T+1- T+0 · Nov 2 $50.84entry
- T+1 · 2d ago +2.16%α +0.51% · $51.94
- T+3 · todayOpen
- T+5 · in 4d Pending
- T+20 · in 26d Pending
- T+60 · in 3mo Pending
How similar events traded
Executive Summary
Four institutional asset managers increased their FMBH positions in Q3 2026, adding a net $1.6M across $3.8M in holdings. The cluster follows the company's record Q3 earnings and pending Evergreen Bancshares acquisition, though the 13F data is 45+ days stale and insider buying is absent.
Key Financial Metrics
Institutional Positions
Net institutional flow: $1.6M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Strs Ohio | ADD | +40% | $819.0K | $242.0K |
| Principal Financial Group | ADD | +66.8% | $2.1M | $869.0K |
| Wealth Enhancement Advisory Services | DOUBLED | +204.8% | $759.0K | $517.0K |
| Nisa Investment Advisors | ADD | +36% | $57.0K | $16.0K |
Key Facts
- Four institutions added FMBH positions in Q3 2026 with net buying of $1.6M
- Wealth Enhancement Advisory Services doubled its stake (+204.8%, +$517K)
- Principal Financial Group added 66.8% (+$869K), the largest dollar increase
- No institutional sellers were identified in the cluster
- Insider buying score is low (18/100), indicating no open-market insider purchases in the window
- FMBH reported record Q3 2026 GAAP net income of $33.3M on October 29, 2026
- Pending acquisition of Evergreen Bancshares was announced alongside earnings
Financial Impact
Four institutions accumulated $1.6M net in new FMBH positions during Q3 2026, with total holdings of $3.8M
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- No insider buying to corroborate the institutional signal
- Cluster size is modest ($1.6M net) relative to market cap, reducing conviction
- All buyers are asset managers, not activist or event-driven funds
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-FMBH-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 2, 2026 2d ago | Institutional Cluster | $50.84 | awaiting T+60 | awaiting T+60 | No price |
Oct 29, 2026 7d ago | 425 | $50.40 | awaiting T+60 | awaiting T+60 | No price |
Oct 29, 2026 7d ago | 425 | $50.40 | awaiting T+60 | awaiting T+60 | No price |
Oct 29, 2026 7d ago | 425 | $51.13 | awaiting T+60 | awaiting T+60 | No price |
Oct 29, 2026 7d ago | 8-K | No price | awaiting T+60 | awaiting T+60 | No price |
Oct 29, 2026 7d ago | 8-K / 425 | $51.13 | awaiting T+60 | awaiting T+60 | No price |
Oct 29, 2026 7d ago | Press Release | $51.13 | awaiting T+60 | awaiting T+60 | No price |
Oct 29, 2026 7d ago | Press Release | $51.13 | awaiting T+60 | awaiting T+60 | No price |
Oct 21, 2026 15d ago | 8-K | $49.26 | awaiting T+60 | awaiting T+60 | No price |
Oct 16, 2026 20d ago | SC 13D/A | $49.73 | awaiting T+60 | awaiting T+60 | No price |
US Market Status
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