AB
FBMS

Amalgamated Bank’s The First Bancshares, Inc. FBMS Stock Holding History

Amalgamated Bank’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
Q1 		– Sell
-1,034
Closed -$36K – 2973
2024
Q4 		$36K Hold
1,034
– – ﹤0.01% 1928
2024
Q3 		$33K Hold
1,034
– – ﹤0.01% 1974
2024
Q2 		$27K Hold
1,034
– – ﹤0.01% 2023
2024
Q1 		$27K Sell
1,034
-1,624
-61% -$41.7K ﹤0.01% 2031
2023
Q4 		$78K Sell
2,658
-308
-10% -$8.24K ﹤0.01% 2092
2023
Q3 		$80K Buy
2,966
+436
+17% +$12.5K ﹤0.01% 2079
2023
Q2 		$65K Buy
2,530
+181
+8% +$4.63K ﹤0.01% 2221
2023
Q1 		$61K Sell
2,349
-328
-12% -$9.66K ﹤0.01% 2235
2022
Q4 		$86K Buy
2,677
+164
+7% +$5.32K ﹤0.01% 2189
2022
Q3 		$75K Hold
2,513
– – ﹤0.01% 2284
2022
Q2 		$72K Buy
2,513
+73
+3% +$2.27K ﹤0.01% 2317
2022
Q1 		$82K Buy
+2,440
New +$88.5K ﹤0.01% 2276

Other funds holding FBMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amalgamated Bank's FBMS Position: Q1 2025 in Review

Amalgamated Bank sold out of The First Bancshares, Inc. (FBMS) in Q1 2025, closing a stake of 1,034 shares — an estimated $36K sold.

Amalgamated Bank first reported a position in FBMS in Q1 2022 and held it in 12 quarters. The position peaked at $86K in Q4 2022. 152 funds tracked by Wall St. Rank hold FBMS as of Q1 2025.

  • Amalgamated Bank reported no remaining The First Bancshares, Inc. position as of Q1 2025 after selling out during the quarter.
  • Amalgamated Bank sold 1,034 The First Bancshares, Inc. shares in Q1 2025, an estimated $36K.
  • Amalgamated Bank first reported a position in The First Bancshares, Inc. in Q1 2022 and held it in 12 quarters.
  • Amalgamated Bank's The First Bancshares, Inc. position peaked at $86K in Q4 2022.
  • 152 funds tracked by Wall St. Rank held The First Bancshares, Inc. as of Q1 2025.

Based on Amalgamated Bank's 13F filing for Q1 2025, filed 25 Apr 2025.