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

Dakota 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 		$277K Sell
7,996
-22
-0.3% -$711 0.01% 687
2026
Q1 		$236K Sell
8,018
-453
-5% -$14.3K 0.01% 710
2025
Q4 		$253K Buy
+8,471
New +$267K ﹤0.01% 690

Other funds holding FFIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Dakota Wealth Management's FFIN Position: Q2 2026 in Review

Dakota Wealth Management reduced its First Financial Bankshares (FFIN) stake by 0.27% in Q2 2026, selling an estimated $711 and leaving 7,996 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #687.

Dakota Wealth Management first reported a position in FFIN in Q4 2025 and has held it in 3 quarters since. 352 funds tracked by Wall St. Rank hold FFIN as of Q2 2026.

  • Dakota Wealth Management held 7,996 shares of First Financial Bankshares worth $277K as of Q2 2026.
  • Dakota Wealth Management sold 22 First Financial Bankshares shares in Q2 2026, an estimated $711.
  • First Financial Bankshares made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #687 holding.
  • Dakota Wealth Management first reported a position in First Financial Bankshares in Q4 2025 and has held it in 3 quarters since.
  • 352 funds tracked by Wall St. Rank held First Financial Bankshares as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.