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New England Capital Financial Advisors’s First Guaranty Bancshares FGBI Stock Holding History

New England Capital Financial Advisors’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
Q4 		– Sell
-702
Closed -$5.63K – 430
2025
Q3 		$5.63K Buy
702
+1
+0.1% +$8 ﹤0.01% 303
2025
Q2 		$5.76K Buy
+701
New +$6.19K ﹤0.01% 294

Other funds holding FGBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

New England Capital Financial Advisors's FGBI Position: Q4 2025 in Review

New England Capital Financial Advisors sold out of First Guaranty Bancshares (FGBI) in Q4 2025, closing a stake of 702 shares — an estimated $5.63K sold.

New England Capital Financial Advisors first reported a position in FGBI in Q2 2025 and held it in 2 quarters. The position peaked at $5.76K in Q2 2025. 27 funds tracked by Wall St. Rank hold FGBI as of Q4 2025.

  • New England Capital Financial Advisors reported no remaining First Guaranty Bancshares position as of Q4 2025 after selling out during the quarter.
  • New England Capital Financial Advisors sold 702 First Guaranty Bancshares shares in Q4 2025, an estimated $5.63K.
  • New England Capital Financial Advisors first reported a position in First Guaranty Bancshares in Q2 2025 and held it in 2 quarters.
  • New England Capital Financial Advisors's First Guaranty Bancshares position peaked at $5.76K in Q2 2025.
  • 27 funds tracked by Wall St. Rank held First Guaranty Bancshares as of Q4 2025.

Based on New England Capital Financial Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.