Avior Wealth Management’s First Financial Bankshares FFIN Stock Holding History

Avior Wealth Management’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 Q2	–	Sell	-18,567	Closed	-$547K	–	827
2026 Q1	$547K	Sell	18,567 -1,255	-6%	-$39.6K	0.02%	510
2025 Q4	$592K	Sell	19,822 -3,978	-17%	-$125K	0.02%	424
2025 Q3	$801K	Hold	23,800	–	–	0.03%	344
2025 Q2	$856K	Buy	23,800 +8,678	+57%	+$301K	0.03%	324
2025 Q1	$543K	Buy	15,122 +6,129	+68%	+$225K	0.02%	383
2024 Q4	$324K	Sell	8,993 -1,671	-16%	-$64.8K	0.01%	574
2024 Q3	$395K	Hold	10,664	–	–	0.02%	515
2024 Q2	$315K	Sell	10,664 -25	-0.2%	-$749	0.01%	558
2024 Q1	$351K	Buy	10,689 +25	+0.2%	+$767	0.02%	543
2023 Q4	$323K	Hold	10,664	–	–	0.02%	433
2023 Q3	$268K	Hold	10,664	–	–	0.02%	466
2023 Q2	$304K	Hold	10,664	–	–	0.02%	445
2023 Q1	$340K	Hold	10,664	–	–	0.02%	431
2022 Q4	$367K	Hold	10,664	–	–	0.03%	370
2022 Q3	$446K	Buy	10,664 +1,177	+12%	+$50.6K	0.04%	301
2022 Q2	$372K	Hold	9,487	–	–	0.04%	312
2022 Q1	$418K	Sell	9,487 -1,796	-16%	-$85.9K	0.04%	333
2021 Q4	$573K	Hold	11,283	–	–	0.05%	301
2021 Q3	$518K	Hold	11,283	–	–	0.04%	308
2021 Q2	$554K	Sell	11,283 -1,719	-13%	-$84.5K	0.06%	283
2021 Q1	$607K	Buy	13,002 +1,223	+10%	+$53.2K	0.06%	259
2020 Q4	$426K	Hold	11,779	–	–	0.05%	298
2020 Q3	$328K	Hold	11,779	–	–	0.05%	320
2020 Q2	$340K	Sell	11,779 -11,435	-49%	-$321K	0.05%	314
2020 Q1	$623K	Hold	23,214	–	–	0.12%	161
2019 Q4	$814K	Hold	23,214	–	–	0.13%	160
2019 Q3	$773K	Hold	23,214	–	–	0.14%	151
2019 Q2	$715K	Hold	23,214	–	–	0.13%	155
2019 Q1	$670K	Buy	23,214 +7,328	+46%	+$224K	0.14%	155
2018 Q4	$458K	Hold	15,886	–	–	0.11%	176
2018 Q3	$469K	Hold	15,886	–	–	0.1%	194
2018 Q2	$404K	Hold	15,886	–	–	0.09%	205
2018 Q1	$368K	Hold	15,886	–	–	0.09%	206
2017 Q4	$358K	Buy	+15,886	New	+$362K	0.08%	213

Other funds holding FFIN

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return