UBS AM’s The First Bancshares, Inc. FBMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-42,071
Closed -$1.42M 2747
2025
Q1
$1.42M Sell
42,071
-6,032
-13% -$216K ﹤0.01% 2158
2024
Q4
$1.68M Sell
48,103
-188
-0.4% -$6.55K ﹤0.01% 2132
2024
Q3
$1.55M Buy
48,291
+263
+0.5% +$8.14K ﹤0.01% 2176
2024
Q2
$1.25M Buy
48,028
+17,379
+57% +$428K ﹤0.01% 2261
2024
Q1
$795K Hold
30,649
﹤0.01% 2120
2023
Q4
$899K Buy
30,649
+8,189
+36% +$219K ﹤0.01% 2090
2023
Q3
$606K Hold
22,460
﹤0.01% 2212
2023
Q2
$580K Hold
22,460
﹤0.01% 2262
2023
Q1
$580K Buy
22,460
+4,357
+24% +$128K ﹤0.01% 2262
2022
Q4
$579K Buy
18,103
+9,440
+109% +$306K ﹤0.01% 2120
2022
Q3
$259K Sell
8,663
-4,073
-32% -$122K ﹤0.01% 2534
2022
Q2
$364K Hold
12,736
﹤0.01% 2405
2022
Q1
$429K Hold
12,736
﹤0.01% 2509
2021
Q4
$492K Hold
12,736
﹤0.01% 2566
2021
Q3
$494K Buy
12,736
+4,011
+46% +$155K ﹤0.01% 2507
2021
Q2
$327K Buy
+8,725
New +$336K ﹤0.01% 2634
2020
Q1
Sell
-6,000
Closed -$213K 2533
2019
Q4
$213K Buy
+6,000
New +$199K ﹤0.01% 2463

Other funds holding FBMS

UBS AM's FBMS Position: Q2 2025 in Review

UBS AM sold out of The First Bancshares, Inc. (FBMS) in Q2 2025, closing a stake of 42,071 shares — an estimated $1.42M sold.

UBS AM first reported a position in FBMS in Q4 2019 and held it in 17 quarters. The position peaked at $1.68M in Q4 2024. 1 fund tracked by Wall St. Rank holds FBMS as of Q2 2025.

  • UBS AM reported no remaining The First Bancshares, Inc. position as of Q2 2025 after selling out during the quarter.
  • UBS AM sold 42,071 The First Bancshares, Inc. shares in Q2 2025, an estimated $1.42M.
  • UBS AM first reported a position in The First Bancshares, Inc. in Q4 2019 and held it in 17 quarters.
  • UBS AM's The First Bancshares, Inc. position peaked at $1.68M in Q4 2024.
  • 1 fund tracked by Wall St. Rank held The First Bancshares, Inc. as of Q2 2025.

Based on UBS AM's 13F filing for Q2 2025, filed 14 Aug 2025.