LPL Financial
FGBI icon

LPL Financial’s First Guaranty Bancshares FGBI Stock Holding History

LPL Financial’s Portfolio FGBI Stock Details FGBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-35,242
Closed -$400K – 5418
2024
Q4 		$400K Buy
+35,242
New +$413K ﹤0.01% 4288

Other funds holding FGBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial's FGBI Position: Q1 2025 in Review

LPL Financial sold out of First Guaranty Bancshares (FGBI) in Q1 2025, closing a stake of 35,242 shares — an estimated $400K sold.

LPL Financial first reported a position in FGBI in Q4 2024 and held it in 1 quarter. The position peaked at $400K in Q4 2024. 32 funds tracked by Wall St. Rank hold FGBI as of Q1 2025.

  • LPL Financial reported no remaining First Guaranty Bancshares position as of Q1 2025 after selling out during the quarter.
  • LPL Financial sold 35,242 First Guaranty Bancshares shares in Q1 2025, an estimated $400K.
  • LPL Financial first reported a position in First Guaranty Bancshares in Q4 2024 and held it in 1 quarter.
  • LPL Financial's First Guaranty Bancshares position peaked at $400K in Q4 2024.
  • 32 funds tracked by Wall St. Rank held First Guaranty Bancshares as of Q1 2025.

Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.