AMBIA
FBMS

Allen Mooney & Barnes Investment Advisors’s The First Bancshares, Inc. FBMS Stock Holding History

Allen Mooney & Barnes Investment Advisors’s Portfolio FBMS Stock Details FBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,072
Closed -$341K – 160
2025
Q1 		$341K Buy
10,072
+37
+0.4% +$1.32K 0.06% 120
2024
Q4 		$351K Buy
10,035
+10
+0.1% +$348 0.06% 118
2024
Q3 		$322K Sell
10,025
-6,827
-41% -$211K 0.05% 125
2024
Q2 		$438K Sell
16,852
-58
-0.3% -$1.43K 0.08% 110
2024
Q1 		$402K Buy
16,910
+64
+0.4% +$1.64K 0.08% 119
2023
Q4 		$494K Buy
16,846
+58
+0.3% +$1.55K 0.09% 99
2023
Q3 		$453K Buy
16,788
+52
+0.3% +$1.49K 0.1% 96
2023
Q2 		$432K Buy
16,736
+52
+0.3% +$1.33K 0.1% 96
2023
Q1 		$431K Buy
16,684
+42
+0.3% +$1.24K 0.1% 93
2022
Q4 		$533K Buy
16,642
+35
+0.2% +$1.13K 0.13% 83
2022
Q3 		$496K Buy
16,607
+37
+0.2% +$1.11K 0.13% 80
2022
Q2 		$474K Buy
16,570
+38
+0.2% +$1.18K 0.12% 86
2022
Q1 		$556K Buy
+16,532
New +$600K 0.12% 92

Other funds holding FBMS

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's FBMS Position: Q2 2025 in Review

Allen Mooney & Barnes Investment Advisors sold out of The First Bancshares, Inc. (FBMS) in Q2 2025, closing a stake of 10,072 shares — an estimated $341K sold.

Allen Mooney & Barnes Investment Advisors first reported a position in FBMS in Q1 2022 and held it in 13 quarters. The position peaked at $556K in Q1 2022. 1 fund tracked by Wall St. Rank holds FBMS as of Q2 2025.

  • Allen Mooney & Barnes Investment Advisors reported no remaining The First Bancshares, Inc. position as of Q2 2025 after selling out during the quarter.
  • Allen Mooney & Barnes Investment Advisors sold 10,072 The First Bancshares, Inc. shares in Q2 2025, an estimated $341K.
  • Allen Mooney & Barnes Investment Advisors first reported a position in The First Bancshares, Inc. in Q1 2022 and held it in 13 quarters.
  • Allen Mooney & Barnes Investment Advisors's The First Bancshares, Inc. position peaked at $556K in Q1 2022.
  • 1 fund tracked by Wall St. Rank held The First Bancshares, Inc. as of Q2 2025.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.