New York Life Investment Management’s The First Bancshares, Inc. FBMS Stock Holding History

New York Life Investment Management’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	-70,926	Closed	-$2.48M	–	854
2024 Q4	$2.48M	Sell	70,926 -13,228	-16%	-$461K	0.02%	505
2024 Q3	$2.7M	Buy	+84,154	New	+$2.61M	0.03%	506
2024 Q2	–	Sell	-14,460	Closed	-$375K	–	1355
2024 Q1	$375K	Buy	14,460 +1,089	+8%	+$28K	﹤0.01%	889
2023 Q4	$392K	Sell	13,371 -413	-3%	-$11K	﹤0.01%	1020
2023 Q3	$372K	Sell	13,784 -2,172	-14%	-$62.1K	﹤0.01%	956
2023 Q2	$412K	Sell	15,956 -2,491	-14%	-$63.8K	﹤0.01%	945
2023 Q1	$476K	Buy	+18,447	New	+$544K	0.01%	979

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

New York Life Investment Management's FBMS Position: Q1 2025 in Review

New York Life Investment Management sold out of The First Bancshares, Inc. (FBMS) in Q1 2025, closing a stake of 70,926 shares — an estimated $2.48M sold.

New York Life Investment Management first reported a position in FBMS in Q1 2023 and held it in 7 quarters. The position peaked at $2.7M in Q3 2024. 152 funds tracked by Wall St. Rank hold FBMS as of Q1 2025.

New York Life Investment Management reported no remaining The First Bancshares, Inc. position as of Q1 2025 after selling out during the quarter.
New York Life Investment Management sold 70,926 The First Bancshares, Inc. shares in Q1 2025, an estimated $2.48M.
New York Life Investment Management first reported a position in The First Bancshares, Inc. in Q1 2023 and held it in 7 quarters.
New York Life Investment Management's The First Bancshares, Inc. position peaked at $2.7M in Q3 2024.
152 funds tracked by Wall St. Rank held The First Bancshares, Inc. as of Q1 2025.

Based on New York Life Investment Management's 13F filing for Q1 2025, filed 8 May 2025.