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Atria Wealth Solutions’s First Financial Bankshares FFIN Stock Holding History

Atria Wealth Solutions’s Portfolio FFIN Stock Details FFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$878K Hold
24,279
– – 0.02% 689
2025
Q1 		$876K Sell
24,279
-19,056
-44% -$700K 0.01% 941
2024
Q4 		$1.57M Buy
43,335
+9,056
+26% +$351K 0.02% 736
2024
Q3 		$1.27M Sell
34,279
-7,875
-19% -$278K 0.01% 826
2024
Q2 		$1.25M Buy
42,154
+14,500
+52% +$434K 0.01% 802
2024
Q1 		$912K Sell
27,654
-44,142
-61% -$1.35M 0.01% 951
2023
Q4 		$2.19M Sell
71,796
-400
-0.6% -$10.6K 0.03% 577
2023
Q3 		$1.83M Sell
72,196
-5,958
-8% -$173K 0.03% 591
2023
Q2 		$2.24M Buy
+78,154
New +$2.22M 0.03% 528

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return