Berger Financial Group’s First Financial Bankshares FFIN Stock Holding History

Berger Financial Group’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	$601K	Hold	17,360	–	–	0.03%	278
2026 Q1	$511K	Hold	17,360	–	–	0.03%	289
2025 Q4	$519K	Hold	17,360	–	–	0.03%	287
2025 Q3	$584K	Hold	17,360	–	–	0.03%	267
2025 Q2	$625K	Hold	17,360	–	–	0.04%	245
2025 Q1	$624K	Hold	17,360	–	–	0.04%	233
2024 Q4	$626K	Hold	17,360	–	–	0.04%	228
2024 Q3	$642K	Hold	17,360	–	–	0.05%	202
2024 Q2	$513K	Buy	+17,360	New	+$520K	0.04%	209

Other funds holding FFIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

Berger Financial Group's FFIN Position: Q2 2026 in Review

Berger Financial Group held its First Financial Bankshares (FFIN) position steady in Q2 2026 at 17,360 shares worth $601K. The position accounts for 0.03% of the portfolio, ranked #278.

Berger Financial Group first reported a position in FFIN in Q2 2024 and has held it in 9 quarters since. The position peaked at $642K in Q3 2024. 179 funds tracked by Wall St. Rank hold FFIN as of Q2 2026.

Berger Financial Group held 17,360 shares of First Financial Bankshares worth $601K as of Q2 2026.
Berger Financial Group left its First Financial Bankshares share count unchanged in Q2 2026.
First Financial Bankshares made up 0.03% of Berger Financial Group's portfolio in Q2 2026, its #278 holding.
Berger Financial Group first reported a position in First Financial Bankshares in Q2 2024 and has held it in 9 quarters since.
Berger Financial Group's First Financial Bankshares position peaked at $642K in Q3 2024.
179 funds tracked by Wall St. Rank held First Financial Bankshares as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.