Westchester Capital Management (New York)’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
-581,572
Closed -$19.7M 261
2025
Q1
$19.7M Buy
581,572
+324,821
+127% +$11.6M 1.01% 22
2024
Q4
$8.99M Hold
256,751
0.49% 39
2024
Q3
$8.25M Buy
+256,751
New +$7.95M 0.35% 44

Other funds holding FBMS

Westchester Capital Management (New York)'s FBMS Position: Q2 2025 in Review

Westchester Capital Management (New York) sold out of The First Bancshares, Inc. (FBMS) in Q2 2025, closing a stake of 581,572 shares — an estimated $19.7M sold.

Westchester Capital Management (New York) first reported a position in FBMS in Q3 2024 and held it in 3 quarters. The position peaked at $19.7M in Q1 2025. 1 fund tracked by Wall St. Rank holds FBMS as of Q2 2025.

  • Westchester Capital Management (New York) reported no remaining The First Bancshares, Inc. position as of Q2 2025 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 581,572 The First Bancshares, Inc. shares in Q2 2025, an estimated $19.7M.
  • Westchester Capital Management (New York) first reported a position in The First Bancshares, Inc. in Q3 2024 and held it in 3 quarters.
  • Westchester Capital Management (New York)'s The First Bancshares, Inc. position peaked at $19.7M in Q1 2025.
  • 1 fund tracked by Wall St. Rank held The First Bancshares, Inc. as of Q2 2025.

Based on Westchester Capital Management (New York)'s 13F filing for Q2 2025, filed 14 Aug 2025.