Rise Advisors’s The First Bancshares, Inc. FBMS Stock Holding History

Rise Advisors’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 Q2	–	Sell	-508	Closed	-$17.2K	–	1661
2025 Q1	$17.2K	Buy	+508	New	+$18.2K	0.01%	603

Other funds holding FBMS

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Rise Advisors's FBMS Position: Q2 2025 in Review

Rise Advisors sold out of The First Bancshares, Inc. (FBMS) in Q2 2025, closing a stake of 508 shares — an estimated $17.2K sold.

Rise Advisors first reported a position in FBMS in Q1 2025 and held it in 1 quarter. The position peaked at $17.2K in Q1 2025. 1 fund tracked by Wall St. Rank holds FBMS as of Q2 2025.

Rise Advisors reported no remaining The First Bancshares, Inc. position as of Q2 2025 after selling out during the quarter.
Rise Advisors sold 508 The First Bancshares, Inc. shares in Q2 2025, an estimated $17.2K.
Rise Advisors first reported a position in The First Bancshares, Inc. in Q1 2025 and held it in 1 quarter.
Rise Advisors's The First Bancshares, Inc. position peaked at $17.2K in Q1 2025.
1 fund tracked by Wall St. Rank held The First Bancshares, Inc. as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.