Capital Advisory Group Advisory Services’s The First Bancshares, Inc. FBMS Stock Holding History

Capital Advisory Group Advisory Services’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	-8,791	Closed	-$297K	–	185
2025 Q1	$297K	Buy	+8,791	New	+$314K	0.11%	137

Other funds holding FBMS

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

Capital Advisory Group Advisory Services's FBMS Position: Q2 2025 in Review

Capital Advisory Group Advisory Services sold out of The First Bancshares, Inc. (FBMS) in Q2 2025, closing a stake of 8,791 shares — an estimated $297K sold.

Capital Advisory Group Advisory Services first reported a position in FBMS in Q1 2025 and held it in 1 quarter. The position peaked at $297K in Q1 2025. 1 fund tracked by Wall St. Rank holds FBMS as of Q2 2025.

Capital Advisory Group Advisory Services reported no remaining The First Bancshares, Inc. position as of Q2 2025 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 8,791 The First Bancshares, Inc. shares in Q2 2025, an estimated $297K.
Capital Advisory Group Advisory Services first reported a position in The First Bancshares, Inc. in Q1 2025 and held it in 1 quarter.
Capital Advisory Group Advisory Services's The First Bancshares, Inc. position peaked at $297K in Q1 2025.
1 fund tracked by Wall St. Rank held The First Bancshares, Inc. as of Q2 2025.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.