Lindbrook Capital’s The First Bancshares, Inc. FBMS Stock Holding History

Lindbrook Capital’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	$7.74K	Hold	229	–	–	﹤0.01%	1765
2024 Q4	$8.02K	Hold	229	–	–	﹤0.01%	1770
2024 Q3	$7.36K	Hold	229	–	–	﹤0.01%	1832
2024 Q2	$5.95K	Buy	+229	New	+$5.64K	﹤0.01%	1911
2024 Q1	–	Sell	-296	Closed	-$8.68K	–	2768
2023 Q4	$8.68K	Hold	296	–	–	﹤0.01%	1618
2023 Q3	$7.98K	Sell	296 -27	-8%	-$772	﹤0.01%	1526
2023 Q2	$8.35K	Buy	323 +241	+294%	+$6.17K	﹤0.01%	1577
2023 Q1	$2.12K	Sell	82 -75	-48%	-$2.21K	﹤0.01%	2221
2022 Q4	$5.03K	Sell	157 -80	-34%	-$2.59K	﹤0.01%	1824
2022 Q3	$7K	Buy	237 +173	+270%	+$5.17K	﹤0.01%	1526
2022 Q2	$2K	Buy	64 +16	+33%	+$497	﹤0.01%	2087
2022 Q1	$2K	Buy	+48	New	+$1.74K	﹤0.01%	2116

Other funds holding FBMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindbrook Capital's FBMS Position: Q1 2025 in Review

Lindbrook Capital held its The First Bancshares, Inc. (FBMS) position steady in Q1 2025 at 229 shares worth $7.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1765.

Lindbrook Capital first reported a position in FBMS in Q1 2022 and has held it in 12 quarters since. The position peaked at $8.68K in Q4 2023. 152 funds tracked by Wall St. Rank hold FBMS as of Q1 2025.

Lindbrook Capital held 229 shares of The First Bancshares, Inc. worth $7.74K as of Q1 2025.
Lindbrook Capital left its The First Bancshares, Inc. share count unchanged in Q1 2025.
The First Bancshares, Inc. made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1765 holding.
Lindbrook Capital first reported a position in The First Bancshares, Inc. in Q1 2022 and has held it in 12 quarters since.
Lindbrook Capital's The First Bancshares, Inc. position peaked at $8.68K in Q4 2023.
152 funds tracked by Wall St. Rank held The First Bancshares, Inc. as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.