EF
FBMS

Empowered Funds’s The First Bancshares, Inc. FBMS Stock Holding History

Empowered Funds’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
-97,768
Closed -$3.42M – 1832
2024
Q4 		$3.42M Buy
97,768
+4,702
+5% +$164K 0.05% 500
2024
Q3 		$2.99M Buy
93,066
+4,690
+5% +$145K 0.05% 523
2024
Q2 		$2.3M Buy
88,376
+6,300
+8% +$155K 0.04% 566
2024
Q1 		$2.13M Buy
82,076
+6,125
+8% +$157K 0.04% 590
2023
Q4 		$2.23M Buy
75,951
+6,791
+10% +$182K 0.06% 486
2023
Q3 		$1.87M Buy
69,160
+5,688
+9% +$163K 0.06% 474
2023
Q2 		$1.64M Buy
+63,472
New +$1.62M 0.06% 476

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

Empowered Funds's FBMS Position: Q1 2025 in Review

Empowered Funds sold out of The First Bancshares, Inc. (FBMS) in Q1 2025, closing a stake of 97,768 shares — an estimated $3.42M sold.

Empowered Funds first reported a position in FBMS in Q2 2023 and held it in 7 quarters. The position peaked at $3.42M in Q4 2024. 152 funds tracked by Wall St. Rank hold FBMS as of Q1 2025.

  • Empowered Funds reported no remaining The First Bancshares, Inc. position as of Q1 2025 after selling out during the quarter.
  • Empowered Funds sold 97,768 The First Bancshares, Inc. shares in Q1 2025, an estimated $3.42M.
  • Empowered Funds first reported a position in The First Bancshares, Inc. in Q2 2023 and held it in 7 quarters.
  • Empowered Funds's The First Bancshares, Inc. position peaked at $3.42M in Q4 2024.
  • 152 funds tracked by Wall St. Rank held The First Bancshares, Inc. as of Q1 2025.

Based on Empowered Funds's 13F filing for Q1 2025, filed 16 May 2025.