BOK Financial Private Wealth’s First Financial Bankshares FFIN Stock Holding History

BOK Financial Private Wealth’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
2024 Q3	–	Hold	0	–	–	–	532
2020 Q2	–	Sell	-8,744	Closed	-$235K	–	171
2020 Q1	$235K	Hold	8,744	–	–	0.03%	160
2019 Q4	$307K	Sell	8,744 -242	-3%	-$8.33K	0.03%	153
2019 Q3	$300K	Hold	8,986	–	–	0.04%	98
2019 Q2	$277K	Hold	8,986	–	–	0.04%	103
2019 Q1	$260K	Hold	8,986	–	–	0.03%	96
2018 Q4	$259K	Hold	8,986	–	–	0.04%	99
2018 Q3	$266K	Buy	8,986 +88	+1%	+$2.55K	0.04%	82
2018 Q2	$226K	Hold	8,898	–	–	0.04%	97
2018 Q1	$206K	Hold	8,898	–	–	0.03%	115
2017 Q4	$200K	Hold	8,898	–	–	0.03%	121
2017 Q3	$201K	Buy	+8,898	New	+$186K	0.03%	122

Other funds holding FFIN

FFB

First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BOK Financial Private Wealth's FFIN Position: Q3 2024 in Review

BOK Financial Private Wealth held its First Financial Bankshares (FFIN) position steady in Q3 2024 at 0 shares worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #532.

BOK Financial Private Wealth first reported a position in FFIN in Q3 2017 and has held it in 11 quarters since. The position peaked at $307K in Q4 2019. 298 funds tracked by Wall St. Rank hold FFIN as of Q3 2024.

BOK Financial Private Wealth held 0 shares of First Financial Bankshares worth $4 as of Q3 2024.
BOK Financial Private Wealth left its First Financial Bankshares share count unchanged in Q3 2024.
First Financial Bankshares made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q3 2024, its #532 holding.
BOK Financial Private Wealth first reported a position in First Financial Bankshares in Q3 2017 and has held it in 11 quarters since.
BOK Financial Private Wealth's First Financial Bankshares position peaked at $307K in Q4 2019.
298 funds tracked by Wall St. Rank held First Financial Bankshares as of Q3 2024.

Based on BOK Financial Private Wealth's 13F filing for Q3 2024, filed 13 Nov 2024.