Creative Planning’s The First Bancshares, Inc. FBMS Stock Holding History

Creative Planning’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	-84,394	Closed	-$2.85M	–	3827
2025 Q1	$2.85M	Buy	84,394 +1,293	+2%	+$46.2K	﹤0.01%	963
2024 Q4	$2.91M	Buy	83,101 +1,567	+2%	+$54.6K	﹤0.01%	918
2024 Q3	$2.62M	Sell	81,534 -10,057	-11%	-$311K	﹤0.01%	927
2024 Q2	$2.38M	Buy	91,591 +69,254	+310%	+$1.71M	﹤0.01%	920
2024 Q1	$580K	Buy	22,337 +5,918	+36%	+$152K	﹤0.01%	1745
2023 Q4	$482K	Buy	16,419 +3,914	+31%	+$105K	﹤0.01%	1738
2023 Q3	$337K	Buy	12,505 +1,377	+12%	+$39.4K	﹤0.01%	1836
2023 Q2	$288K	Buy	+11,128	New	+$285K	﹤0.01%	1938

Other funds holding FBMS

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

Creative Planning's FBMS Position: Q2 2025 in Review

Creative Planning sold out of The First Bancshares, Inc. (FBMS) in Q2 2025, closing a stake of 84,394 shares — an estimated $2.85M sold.

Creative Planning first reported a position in FBMS in Q2 2023 and held it in 8 quarters. The position peaked at $2.91M in Q4 2024. 1 fund tracked by Wall St. Rank holds FBMS as of Q2 2025.

Creative Planning reported no remaining The First Bancshares, Inc. position as of Q2 2025 after selling out during the quarter.
Creative Planning sold 84,394 The First Bancshares, Inc. shares in Q2 2025, an estimated $2.85M.
Creative Planning first reported a position in The First Bancshares, Inc. in Q2 2023 and held it in 8 quarters.
Creative Planning's The First Bancshares, Inc. position peaked at $2.91M in Q4 2024.
1 fund tracked by Wall St. Rank held The First Bancshares, Inc. as of Q2 2025.

Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.