Caldwell Sutter Capital’s The First Bancshares, Inc. FBMS Stock Holding History

Caldwell Sutter Capital’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	-7,811	Closed	-$264K	–	902
2025 Q1	$264K	Hold	7,811	–	–	0.13%	164
2024 Q4	$273K	Hold	7,811	–	–	0.13%	162
2024 Q3	$251K	Sell	7,811 -4,004	-34%	-$124K	0.12%	173
2024 Q2	$307K	Hold	11,815	–	–	0.15%	148
2024 Q1	$307K	Hold	11,815	–	–	0.15%	149
2023 Q4	$347K	Sell	11,815 -193	-2%	-$5.16K	0.18%	129
2023 Q3	$324K	Hold	12,008	–	–	0.18%	131
2023 Q2	$310K	Sell	12,008 -1,592	-12%	-$40.8K	0.16%	134
2023 Q1	$351K	Buy	+13,600	New	+$401K	0.26%	85

Other funds holding FBMS

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Caldwell Sutter Capital's FBMS Position: Q2 2025 in Review

Caldwell Sutter Capital sold out of The First Bancshares, Inc. (FBMS) in Q2 2025, closing a stake of 7,811 shares — an estimated $264K sold.

Caldwell Sutter Capital first reported a position in FBMS in Q1 2023 and held it in 9 quarters. The position peaked at $351K in Q1 2023. 1 fund tracked by Wall St. Rank holds FBMS as of Q2 2025.

Caldwell Sutter Capital reported no remaining The First Bancshares, Inc. position as of Q2 2025 after selling out during the quarter.
Caldwell Sutter Capital sold 7,811 The First Bancshares, Inc. shares in Q2 2025, an estimated $264K.
Caldwell Sutter Capital first reported a position in The First Bancshares, Inc. in Q1 2023 and held it in 9 quarters.
Caldwell Sutter Capital's The First Bancshares, Inc. position peaked at $351K in Q1 2023.
1 fund tracked by Wall St. Rank held The First Bancshares, Inc. as of Q2 2025.

Based on Caldwell Sutter Capital's 13F filing for Q2 2025, filed 11 Jul 2025.