Principal Financial Group
FBMS

Principal Financial Group’s The First Bancshares, Inc. FBMS Stock Holding History

Principal Financial Group’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
-28,944
Closed -$1.01M – 2228
2024
Q4 		$1.01M Buy
28,944
+2,624
+10% +$91.4K ﹤0.01% 1871
2024
Q3 		$846K Buy
+26,320
New +$815K ﹤0.01% 1874
2024
Q1 		– Sell
-14,370
Closed -$421K – 2511
2023
Q4 		$421K Buy
14,370
+2,167
+18% +$57.9K ﹤0.01% 1989
2023
Q3 		$329K Buy
12,203
+4,014
+49% +$115K ﹤0.01% 2035
2023
Q2 		$212K Sell
8,189
-4,219
-34% -$108K ﹤0.01% 2168
2023
Q1 		$320K Buy
12,408
+107
+0.9% +$3.15K ﹤0.01% 2069
2022
Q4 		$394K Buy
+12,301
New +$399K ﹤0.01% 2032
2022
Q3 		– Sell
-13,117
Closed -$375K – 2587
2022
Q2 		$375K Sell
13,117
-3,836
-23% -$119K ﹤0.01% 2128
2022
Q1 		$571K Sell
16,953
-8,568
-34% -$311K ﹤0.01% 2086
2021
Q4 		$986K Buy
+25,521
New +$1.02M ﹤0.01% 1984
2020
Q4 		– Sell
-22,075
Closed -$463K – 2467
2020
Q3 		$463K Buy
22,075
+10,437
+90% +$221K ﹤0.01% 2035
2020
Q2 		$262K Buy
+11,638
New +$236K ﹤0.01% 2117

Other funds holding FBMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group's FBMS Position: Q1 2025 in Review

Principal Financial Group sold out of The First Bancshares, Inc. (FBMS) in Q1 2025, closing a stake of 28,944 shares — an estimated $1.01M sold.

Principal Financial Group first reported a position in FBMS in Q2 2020 and held it in 12 quarters. The position peaked at $1.01M in Q4 2024. 152 funds tracked by Wall St. Rank hold FBMS as of Q1 2025.

  • Principal Financial Group reported no remaining The First Bancshares, Inc. position as of Q1 2025 after selling out during the quarter.
  • Principal Financial Group sold 28,944 The First Bancshares, Inc. shares in Q1 2025, an estimated $1.01M.
  • Principal Financial Group first reported a position in The First Bancshares, Inc. in Q2 2020 and held it in 12 quarters.
  • Principal Financial Group's The First Bancshares, Inc. position peaked at $1.01M in Q4 2024.
  • 152 funds tracked by Wall St. Rank held The First Bancshares, Inc. as of Q1 2025.

Based on Principal Financial Group's 13F filing for Q1 2025, filed 28 Apr 2025.