AWE
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Avidian Wealth Enterprises’s First Financial Bankshares FFIN Stock Holding History

Avidian Wealth Enterprises’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
2026
Q3 		$521K Buy
16,410
+172
+1% +$5.86K 0.01% 472
2026
Q2 		$562K Buy
16,238
+2,260
+16% +$73K 0.02% 450
2026
Q1 		$412K Sell
13,978
-111
-0.8% -$3.5K 0.01% 475
2025
Q4 		$421K Buy
14,089
+144
+1% +$4.54K 0.02% 410
2025
Q3 		$469K Buy
13,945
+57
+0.4% +$2.05K 0.02% 380
2025
Q2 		$500K Buy
13,888
+55
+0.4% +$1.91K 0.02% 336
2025
Q1 		$497K Buy
13,833
+7,699
+126% +$283K 0.02% 310
2024
Q4 		$221K Buy
6,134
+13
+0.2% +$504 0.01% 464
2024
Q3 		$227K Buy
+6,121
New +$216K 0.01% 460
2023
Q1 		– Sell
-5,910
Closed -$203K – 483
2022
Q4 		$203K Buy
5,910
+11
+0.2% +$416 0.01% 427
2022
Q3 		$247K Buy
5,899
+11
+0.2% +$473 0.02% 363
2022
Q2 		$231K Buy
5,888
+9
+0.2% +$368 0.02% 398
2022
Q1 		$259K Sell
5,879
-319
-5% -$15.3K 0.02% 414
2021
Q4 		$315K Buy
+6,198
New +$315K 0.02% 391

Other funds holding FFIN

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Avidian Wealth Enterprises's FFIN Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its First Financial Bankshares (FFIN) stake by 1.1% in Q3 2026, buying an estimated $5.86K and bringing the position to 16,410 shares worth $521K. The position accounts for 0.01% of the portfolio, ranked #472.

Avidian Wealth Enterprises first reported a position in FFIN in Q4 2021 and has held it in 14 quarters since. The position peaked at $562K in Q2 2026. 12 funds tracked by Wall St. Rank hold FFIN as of Q3 2026.

  • Avidian Wealth Enterprises held 16,410 shares of First Financial Bankshares worth $521K as of Q3 2026.
  • Avidian Wealth Enterprises bought 172 First Financial Bankshares shares in Q3 2026, an estimated $5.86K.
  • First Financial Bankshares made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #472 holding.
  • Avidian Wealth Enterprises first reported a position in First Financial Bankshares in Q4 2021 and has held it in 14 quarters since.
  • Avidian Wealth Enterprises's First Financial Bankshares position peaked at $562K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held First Financial Bankshares as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.