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

Stifel Financial’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	-22,721	Closed	-$768K	–	3608
2025 Q1	$768K	Buy	22,721 +1,448	+7%	+$51.7K	﹤0.01%	2400
2024 Q4	$745K	Buy	21,273 +1,055	+5%	+$36.8K	﹤0.01%	2436
2024 Q3	$650K	Buy	20,218 +11,048	+120%	+$342K	﹤0.01%	2509
2024 Q2	$238K	Sell	9,170 -238	-3%	-$5.87K	﹤0.01%	3028
2024 Q1	$244K	Buy	+9,408	New	+$242K	﹤0.01%	3012

Other funds holding FBMS

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Stifel Financial's FBMS Position: Q2 2025 in Review

Stifel Financial sold out of The First Bancshares, Inc. (FBMS) in Q2 2025, closing a stake of 22,721 shares — an estimated $768K sold.

Stifel Financial first reported a position in FBMS in Q1 2024 and held it in 5 quarters. The position peaked at $768K in Q1 2025. 1 fund tracked by Wall St. Rank holds FBMS as of Q2 2025.

Stifel Financial reported no remaining The First Bancshares, Inc. position as of Q2 2025 after selling out during the quarter.
Stifel Financial sold 22,721 The First Bancshares, Inc. shares in Q2 2025, an estimated $768K.
Stifel Financial first reported a position in The First Bancshares, Inc. in Q1 2024 and held it in 5 quarters.
Stifel Financial's The First Bancshares, Inc. position peaked at $768K in Q1 2025.
1 fund tracked by Wall St. Rank held The First Bancshares, Inc. as of Q2 2025.

Based on Stifel Financial's 13F filing for Q2 2025, filed 14 Aug 2025.