Benjamin F. Edwards & Company’s The First Bancshares, Inc. FBMS Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$0	Buy	9 +1	+13%	+$25	﹤0.01%	2260
2024 Q1	$0	Hold	8	–	–	﹤0.01%	2279
2023 Q4	$0	Hold	8	–	–	﹤0.01%	2191
2023 Q3	$0	Hold	8	–	–	﹤0.01%	1846
2023 Q2	$0	Hold	8	–	–	﹤0.01%	1862
2023 Q1	$0	Hold	8	–	–	﹤0.01%	1923
2022 Q4	$0	Hold	8	–	–	﹤0.01%	1920
2022 Q3	$0	Hold	8	–	–	﹤0.01%	1926
2022 Q2	$0	Hold	8	–	–	﹤0.01%	1918
2022 Q1	$0	Hold	8	–	–	﹤0.01%	1848
2021 Q4	$0	Hold	8	–	–	﹤0.01%	1782
2021 Q3	$0	Hold	8	–	–	﹤0.01%	1780
2021 Q2	$0	Hold	8	–	–	﹤0.01%	1792
2021 Q1	$0	Hold	8	–	–	﹤0.01%	1747
2020 Q4	$0	Buy	+8	New	+$214	﹤0.01%	1756

Other funds holding FBMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Benjamin F. Edwards & Company's FBMS Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its The First Bancshares, Inc. (FBMS) stake by 13% in Q2 2024, buying an estimated $25 and bringing the position to 9 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2260.

Benjamin F. Edwards & Company first reported a position in FBMS in Q4 2020 and has held it in 15 quarters since. 128 funds tracked by Wall St. Rank hold FBMS as of Q2 2024.

Benjamin F. Edwards & Company held 9 shares of The First Bancshares, Inc. worth $0 as of Q2 2024.
Benjamin F. Edwards & Company bought 1 The First Bancshares, Inc. share in Q2 2024, an estimated $25.
The First Bancshares, Inc. made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #2260 holding.
Benjamin F. Edwards & Company first reported a position in The First Bancshares, Inc. in Q4 2020 and has held it in 15 quarters since.
128 funds tracked by Wall St. Rank held The First Bancshares, Inc. as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.