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First Bancshares shares owned by Creative Planning

Quarter-by-quarter ownership of First Bancshares (FBMS) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in First Bancshares

Tip: Access up to 7 years of quarterly data

All positions including First Bancshares held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Bancshares by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $482k 16k 29.33
2023-09-30 $337k 13k 26.97
2023-06-30 $288k 11k 25.84

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding First Bancshares

Vanguard Group
FJ Capital Management
North Reef Capital Management
Dimensional Fund Advisors
Royce & Associates
Mendon Capital Advisors Corp.
Alliancebernstein
RMB Capital Management
Jpmorgan Chase & Co
Kennedy Capital Management
Charles Schwab Investment Management
Bank of New York Mellon
Sandler O'Neill Asset Management
State of New Jersey Common Pension Fund D
JCSD Capital

View all funds holding First Bancshares