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Bogart Wealth LLC’s First Financial Bankshares FFIN Stock Holding History

Bogart Wealth LLC’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
Q4 		– Sell
-15
Closed -$505 – 1619
2025
Q3 		$505 Hold
15
– – ﹤0.01% 1435
2025
Q2 		$540 Buy
+15
New +$520 ﹤0.01% 1326
2023
Q2 		– Sell
-81
Closed -$2.58K – 1073
2023
Q1 		$2.58K Buy
+81
New +$2.82K ﹤0.01% 865

Other funds holding FFIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bogart Wealth LLC's FFIN Position: Q4 2025 in Review

Bogart Wealth LLC sold out of First Financial Bankshares (FFIN) in Q4 2025, closing a stake of 15 shares — an estimated $505 sold.

Bogart Wealth LLC first reported a position in FFIN in Q1 2023 and held it in 3 quarters. The position peaked at $2.58K in Q1 2023. 339 funds tracked by Wall St. Rank hold FFIN as of Q4 2025.

  • Bogart Wealth LLC reported no remaining First Financial Bankshares position as of Q4 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 15 First Financial Bankshares shares in Q4 2025, an estimated $505.
  • Bogart Wealth LLC first reported a position in First Financial Bankshares in Q1 2023 and held it in 3 quarters.
  • Bogart Wealth LLC's First Financial Bankshares position peaked at $2.58K in Q1 2023.
  • 339 funds tracked by Wall St. Rank held First Financial Bankshares as of Q4 2025.

Based on Bogart Wealth LLC's 13F filing for Q4 2025, filed 30 Jan 2026.