GM
FBMS

GeoWealth Management’s The First Bancshares, Inc. FBMS Stock Holding History

GeoWealth Management’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
-10
Closed -$350 – 1832
2024
Q4 		$350 Hold
10
– – ﹤0.01% 1739
2024
Q3 		$321 Buy
+10
New +$310 ﹤0.01% 1649

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

GeoWealth Management's FBMS Position: Q1 2025 in Review

GeoWealth Management sold out of The First Bancshares, Inc. (FBMS) in Q1 2025, closing a stake of 10 shares — an estimated $350 sold.

GeoWealth Management first reported a position in FBMS in Q3 2024 and held it in 2 quarters. The position peaked at $350 in Q4 2024. 152 funds tracked by Wall St. Rank hold FBMS as of Q1 2025.

  • GeoWealth Management reported no remaining The First Bancshares, Inc. position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 10 The First Bancshares, Inc. shares in Q1 2025, an estimated $350.
  • GeoWealth Management first reported a position in The First Bancshares, Inc. in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's The First Bancshares, Inc. position peaked at $350 in Q4 2024.
  • 152 funds tracked by Wall St. Rank held The First Bancshares, Inc. as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.