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

DiNuzzo 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
2026 Q2	$727	Buy	21 +1	+5%	+$32	﹤0.01%	995
2026 Q1	$589	Buy	20 +3	+18%	+$95	﹤0.01%	1040
2025 Q4	$508	Sell	17 -6	-26%	-$189	﹤0.01%	1080
2025 Q3	$855	Buy	23 +4	+21%	+$144	﹤0.01%	928
2025 Q2	$684	Sell	19 -2	-10%	-$69	﹤0.01%	981
2025 Q1	$755	Sell	21 -1	-5%	-$37	﹤0.01%	918
2024 Q4	$794	Buy	22 +3	+16%	+$116	﹤0.01%	928
2024 Q3	$704	Buy	19 +2	+12%	+$70	﹤0.01%	986
2024 Q2	$503	Buy	17 +3	+21%	+$90	﹤0.01%	1037
2024 Q1	$460	Sell	14 -2	-13%	-$61	﹤0.01%	1003
2023 Q4	$485	Buy	+16	New	+$424	﹤0.01%	992

Other funds holding FFIN

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return