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

Wipfli Financial Advisors’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
2022 Q3	$72K	Buy	+2,409	New	+$72K	0.01%	902

Other funds holding FBMS

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCA

Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Wipfli Financial Advisors's FBMS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in The First Bancshares, Inc. (FBMS) in Q3 2022: 2,409 shares worth $72K. The stake represents 0.01% of the portfolio and ranks #902 among its holdings.

114 funds tracked by Wall St. Rank hold FBMS as of Q3 2022.

Wipfli Financial Advisors held 2,409 shares of The First Bancshares, Inc. worth $72K as of Q3 2022.
The First Bancshares, Inc. was a new Wipfli Financial Advisors position in Q3 2022.
The First Bancshares, Inc. made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #902 holding.
114 funds tracked by Wall St. Rank held The First Bancshares, Inc. as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.