Carson Wealth (CWM LLC)
FFIN icon

Carson Wealth (CWM LLC)’s First Financial Bankshares FFIN Stock Holding History

Carson Wealth (CWM 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
2026
Q1 		$1.92M Sell
65,026
-27,942
-30% -$881K 0.01% 1218
2025
Q4 		$2.78M Sell
92,968
-17,124
-16% -$540K 0.01% 1017
2025
Q3 		$3.71M Sell
110,092
-26,282
-19% -$945K 0.01% 837
2025
Q2 		$4.91M Buy
136,374
+89,970
+194% +$3.12M 0.02% 589
2025
Q1 		$1.67M Buy
46,404
+166
+0.4% +$6.09K 0.01% 892
2024
Q4 		$1.67M Buy
46,238
+663
+1% +$25.7K 0.01% 851
2024
Q3 		$1.69M Buy
45,575
+40,194
+747% +$1.42M 0.01% 777
2024
Q2 		$159K Sell
5,381
-1,413
-21% -$42.3K ﹤0.01% 1711
2024
Q1 		$223K Sell
6,794
-20,045
-75% -$615K ﹤0.01% 1463
2023
Q4 		$813K Buy
26,839
+15,943
+146% +$423K ﹤0.01% 893
2023
Q3 		$274K Sell
10,896
-18,285
-63% -$531K ﹤0.01% 1188
2023
Q2 		$831K Buy
29,181
+693
+2% +$19.7K 0.01% 778
2023
Q1 		$909K Buy
28,488
+385
+1% +$13.4K 0.01% 686
2022
Q4 		$967K Sell
28,103
-1,619
-5% -$61.2K 0.01% 628
2022
Q3 		$1.24M Sell
29,722
-1,429
-5% -$61.4K 0.01% 504
2022
Q2 		$1.22M Sell
31,151
-412
-1% -$16.9K 0.01% 519
2022
Q1 		$1.39M Buy
31,563
+315
+1% +$15.1K 0.01% 483
2021
Q4 		$1.59M Buy
+31,248
New +$1.59M 0.01% 484
2021
Q2 		$1.54M Hold
31,306
– – 0.01% 494
2021
Q1 		$1.54M Hold
31,306
– – 0.01% 494
2020
Q4 		$1.54M Hold
31,306
– – 0.01% 494
2020
Q3 		$1.54M Hold
31,306
– – 0.01% 494
2020
Q2 		$1.54M Hold
31,306
– – 0.01% 494
2020
Q1 		$1.54M Hold
31,306
– – 0.01% 494
2019
Q4 		$1.54M Hold
31,306
– – 0.01% 494
2019
Q3 		$1.54M Hold
31,306
– – 0.01% 494
2019
Q2 		$1.54M Sell
31,306
-31,306
-50% -$942K 0.01% 494
2019
Q1 		$1.54M Buy
+62,612
New +$1.91M 0.01% 494

Other funds holding FFIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FFIN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its First Financial Bankshares (FFIN) stake by 30% in Q1 2026, selling an estimated $881K and leaving 65,026 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #1218.

Carson Wealth (CWM LLC) first reported a position in FFIN in Q1 2019 and has held it in 28 quarters since. The position peaked at $4.91M in Q2 2025. 338 funds tracked by Wall St. Rank hold FFIN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 65,026 shares of First Financial Bankshares worth $1.92M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 27,942 First Financial Bankshares shares in Q1 2026, an estimated $881K.
  • First Financial Bankshares made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1218 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Financial Bankshares in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s First Financial Bankshares position peaked at $4.91M in Q2 2025.
  • 338 funds tracked by Wall St. Rank held First Financial Bankshares as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.