Stifel Financial
FGBI icon

Stifel Financial’s First Guaranty Bancshares FGBI Stock Holding History

Stifel Financial’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
2026
Q3 		$98.4K Hold
12,165
– – ﹤0.01% 3653
2026
Q2 		$123K Hold
12,165
– – ﹤0.01% 3593
2026
Q1 		$98.8K Hold
12,165
– – ﹤0.01% 3534
2025
Q4 		$65.3K Hold
12,165
– – ﹤0.01% 3513
2025
Q3 		$97.6K Buy
+12,165
New +$102K ﹤0.01% 3445

Other funds holding FGBI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Cullen Investment Group
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Stifel Financial's FGBI Position: Q3 2026 in Review

Stifel Financial held its First Guaranty Bancshares (FGBI) position steady in Q3 2026 at 12,165 shares worth $98.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3653.

Stifel Financial first reported a position in FGBI in Q3 2025 and has held it in 5 quarters since. The position peaked at $123K in Q2 2026. 33 funds tracked by Wall St. Rank hold FGBI as of Q3 2026.

  • Stifel Financial held 12,165 shares of First Guaranty Bancshares worth $98.4K as of Q3 2026.
  • Stifel Financial left its First Guaranty Bancshares share count unchanged in Q3 2026.
  • First Guaranty Bancshares made up ﹤0.01% of Stifel Financial's portfolio in Q3 2026, its #3653 holding.
  • Stifel Financial first reported a position in First Guaranty Bancshares in Q3 2025 and has held it in 5 quarters since.
  • Stifel Financial's First Guaranty Bancshares position peaked at $123K in Q2 2026.
  • 33 funds tracked by Wall St. Rank held First Guaranty Bancshares as of Q3 2026.

Based on Stifel Financial's 13F filing for Q3 2026, filed 12 Nov 2026.