LPL Financial’s The First Bancshares, Inc. FBMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,286
| Closed | -$382K | – | 5728 |
|
|
2025
Q1 | $382K | Sell |
11,286
-8,232
| -42% | -$294K | ﹤0.01% | 4401 |
|
|
2024
Q4 | $683K | Buy |
19,518
+521
| +3% | +$18.1K | ﹤0.01% | 3819 |
|
|
2024
Q3 | $610K | Buy |
18,997
+5,805
| +44% | +$180K | ﹤0.01% | 3830 |
|
|
2024
Q2 | $343K | Sell |
13,192
-6,376
| -33% | -$157K | ﹤0.01% | 4168 |
|
|
2024
Q1 | $508K | Sell |
19,568
-13,900
| -42% | -$357K | ﹤0.01% | 3765 |
|
|
2023
Q4 | $982K | Sell |
33,468
-469
| -1% | -$12.5K | ﹤0.01% | 3067 |
|
|
2023
Q3 | $915K | Buy |
33,937
+409
| +1% | +$11.7K | ﹤0.01% | 2970 |
|
|
2023
Q2 | $866K | Buy |
33,528
+12,770
| +62% | +$327K | ﹤0.01% | 2963 |
|
|
2023
Q1 | $536K | Buy |
20,758
+4,863
| +31% | +$143K | ﹤0.01% | 3266 |
|
|
2022
Q4 | $509K | Buy |
15,895
+200
| +1% | +$6.48K | ﹤0.01% | 3228 |
|
|
2022
Q3 | $469K | Hold |
15,695
| – | – | ﹤0.01% | 3214 |
|
|
2022
Q2 | $449K | Buy |
15,695
+2,477
| +19% | +$76.9K | ﹤0.01% | 3301 |
|
|
2022
Q1 | $445K | Buy |
13,218
+1,367
| +12% | +$49.6K | ﹤0.01% | 3292 |
|
|
2021
Q4 | $458K | Buy |
11,851
+2,702
| +30% | +$108K | ﹤0.01% | 3352 |
|
|
2021
Q3 | $355K | Hold |
9,149
| – | – | ﹤0.01% | 3513 |
|
|
2021
Q2 | $342K | Buy |
9,149
+523
| +6% | +$20.2K | ﹤0.01% | 3487 |
|
|
2021
Q1 | $316K | Sell |
8,626
-250
| -3% | -$8.39K | ﹤0.01% | 3434 |
|
|
2020
Q4 | $274K | Buy |
+8,876
| New | +$237K | ﹤0.01% | 3280 |
|
Other funds holding FBMS
LPL Financial's FBMS Position: Q2 2025 in Review
LPL Financial sold out of The First Bancshares, Inc. (FBMS) in Q2 2025, closing a stake of 11,286 shares — an estimated $382K sold.
LPL Financial first reported a position in FBMS in Q4 2020 and held it in 18 quarters. The position peaked at $982K in Q4 2023. 1 fund tracked by Wall St. Rank holds FBMS as of Q2 2025.
- LPL Financial reported no remaining The First Bancshares, Inc. position as of Q2 2025 after selling out during the quarter.
- LPL Financial sold 11,286 The First Bancshares, Inc. shares in Q2 2025, an estimated $382K.
- LPL Financial first reported a position in The First Bancshares, Inc. in Q4 2020 and held it in 18 quarters.
- LPL Financial's The First Bancshares, Inc. position peaked at $982K in Q4 2023.
- 1 fund tracked by Wall St. Rank held The First Bancshares, Inc. as of Q2 2025.
Based on LPL Financial's 13F filing for Q2 2025, filed 12 Aug 2025.