Summit Securities Group’s The First Bancshares, Inc. FBMS Stock Holding History

Summit Securities 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 Q2	–	Sell	-1,277	Closed	-$43.2K	–	1505
2025 Q1	$43.2K	Buy	+1,277	New	+$45.6K	0.01%	348

Other funds holding FBMS

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

Summit Securities Group's FBMS Position: Q2 2025 in Review

Summit Securities Group sold out of The First Bancshares, Inc. (FBMS) in Q2 2025, closing a stake of 1,277 shares — an estimated $43.2K sold.

Summit Securities Group first reported a position in FBMS in Q1 2025 and held it in 1 quarter. The position peaked at $43.2K in Q1 2025. 1 fund tracked by Wall St. Rank holds FBMS as of Q2 2025.

Summit Securities Group reported no remaining The First Bancshares, Inc. position as of Q2 2025 after selling out during the quarter.
Summit Securities Group sold 1,277 The First Bancshares, Inc. shares in Q2 2025, an estimated $43.2K.
Summit Securities Group first reported a position in The First Bancshares, Inc. in Q1 2025 and held it in 1 quarter.
Summit Securities Group's The First Bancshares, Inc. position peaked at $43.2K in Q1 2025.
1 fund tracked by Wall St. Rank held The First Bancshares, Inc. as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.