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Disciplined Investments’s First Financial Bankshares FFIN Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-21
Closed -$598 – 604
2023
Q2 		$598 Sell
21
-3
-13% -$85 ﹤0.01% 1166
2023
Q1 		$766 Buy
24
+12
+100% +$417 ﹤0.01% 1081
2022
Q4 		$413 Sell
12
-16
-57% -$605 ﹤0.01% 1247
2022
Q3 		$1K Buy
28
+9
+47% +$387 ﹤0.01% 892
2022
Q2 		$1K Sell
19
-3
-14% -$123 ﹤0.01% 909
2022
Q1 		$1K Buy
+22
New +$1.05K ﹤0.01% 967

Other funds holding FFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Disciplined Investments's FFIN Position: Q3 2023 in Review

Disciplined Investments sold out of First Financial Bankshares (FFIN) in Q3 2023, closing a stake of 21 shares — an estimated $598 sold.

Disciplined Investments first reported a position in FFIN in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 272 funds tracked by Wall St. Rank hold FFIN as of Q3 2023.

  • Disciplined Investments reported no remaining First Financial Bankshares position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 21 First Financial Bankshares shares in Q3 2023, an estimated $598.
  • Disciplined Investments first reported a position in First Financial Bankshares in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's First Financial Bankshares position peaked at $1K in Q3 2022.
  • 272 funds tracked by Wall St. Rank held First Financial Bankshares as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.