LDB
FBMS

Lee, Danner & Bass’s The First Bancshares, Inc. FBMS Stock Holding History

Lee, Danner & Bass’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
-7
Closed -$245 – 746
2024
Q4 		$245 Buy
+7
New +$244 ﹤0.01% 736

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

Lee, Danner & Bass's FBMS Position: Q1 2025 in Review

Lee, Danner & Bass sold out of The First Bancshares, Inc. (FBMS) in Q1 2025, closing a stake of 7 shares — an estimated $245 sold.

Lee, Danner & Bass first reported a position in FBMS in Q4 2024 and held it in 1 quarter. The position peaked at $245 in Q4 2024. 152 funds tracked by Wall St. Rank hold FBMS as of Q1 2025.

  • Lee, Danner & Bass reported no remaining The First Bancshares, Inc. position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 7 The First Bancshares, Inc. shares in Q1 2025, an estimated $245.
  • Lee, Danner & Bass first reported a position in The First Bancshares, Inc. in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's The First Bancshares, Inc. position peaked at $245 in Q4 2024.
  • 152 funds tracked by Wall St. Rank held The First Bancshares, Inc. as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.