Doliver Advisors’s First Financial Bankshares FFIN Stock Holding History

Doliver Advisors’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 Q3	$2.06M	Sell	64,800 -100	-0.2%	-$3.4K	0.45%	32
2026 Q2	$2.25M	Sell	64,900 -100	-0.2%	-$3.23K	0.51%	29
2026 Q1	$1.91M	Sell	65,000 -800	-1%	-$25.2K	0.44%	30
2025 Q4	$1.97M	Hold	65,800	–	–	0.49%	33
2025 Q3	$2.21M	Hold	65,800	–	–	0.57%	27
2025 Q2	$2.37M	Hold	65,800	–	–	0.65%	24
2025 Q1	$2.36M	Hold	65,800	–	–	0.66%	19
2024 Q4	$2.37M	Sell	65,800 -700	-1%	-$27.2K	0.66%	21
2024 Q3	$2.46M	Sell	66,500 -992	-1%	-$35K	0.68%	19
2024 Q2	$1.99M	Sell	67,492 -100	-0.1%	-$2.99K	0.56%	23
2024 Q1	$2.22M	Sell	67,592 -200	-0.3%	-$6.14K	0.62%	18
2023 Q4	$2.05M	Hold	67,792	–	–	0.63%	19
2023 Q3	$1.7M	Sell	67,792 -2,000	-3%	-$58K	0.51%	27
2023 Q2	$1.99M	Sell	69,792 -300	-0.4%	-$8.52K	0.61%	19
2023 Q1	$2.24M	Sell	70,092 -500	-0.7%	-$17.4K	0.7%	17
2022 Q4	$2.43M	Hold	70,592	–	–	0.8%	15
2022 Q3	$2.95M	Hold	70,592	–	–	1.09%	9
2022 Q2	$2.77M	Hold	70,592	–	–	0.98%	13
2022 Q1	$3.12M	Hold	70,592	–	–	0.98%	12
2021 Q4	$3.34M	Hold	70,592	–	–	1.04%	9
2021 Q3	$3.24M	Hold	70,592	–	–	1.09%	9
2021 Q2	$3.47M	Hold	70,592	–	–	1.15%	8
2021 Q1	$3.3M	Sell	70,592 -1,000	-1%	-$43.5K	1.23%	10
2020 Q4	$2.59M	Hold	71,592	–	–	1.14%	12
2020 Q3	$2M	Hold	71,592	–	–	1.01%	13
2020 Q2	$2.07M	Hold	71,592	–	–	0.92%	18
2020 Q1	$1.98M	Hold	71,592	–	–	0.98%	19
2019 Q4	$2.51M	Hold	71,592	–	–	0.99%	12
2019 Q3	$2.38M	Hold	71,592	–	–	0.96%	10
2019 Q2	$2.2M	Hold	71,592	–	–	0.87%	13
2019 Q1	$2.07M	Hold	71,592	–	–	0.84%	9
2018 Q4	$2.06M	Hold	71,592	–	–	1.01%	6
2018 Q3	$2.12M	Sell	71,592 -10,000	-12%	-$290K	0.87%	5
2018 Q2	$2.08M	Buy	+81,592	New	+$2.1M	0.87%	7

Other funds holding FFIN

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Doliver Advisors's FFIN Position: Q3 2026 in Review

Doliver Advisors reduced its First Financial Bankshares (FFIN) stake by 0.15% in Q3 2026, selling an estimated $3.4K and leaving 64,800 shares worth $2.06M. The position accounts for 0.45% of the portfolio, ranked #32.

Doliver Advisors first reported a position in FFIN in Q2 2018 and has held it in 34 quarters since. The position peaked at $3.47M in Q2 2021. 12 funds tracked by Wall St. Rank hold FFIN as of Q3 2026.

Doliver Advisors held 64,800 shares of First Financial Bankshares worth $2.06M as of Q3 2026.
Doliver Advisors sold 100 First Financial Bankshares shares in Q3 2026, an estimated $3.4K.
First Financial Bankshares made up 0.45% of Doliver Advisors's portfolio in Q3 2026, its #32 holding.
Doliver Advisors first reported a position in First Financial Bankshares in Q2 2018 and has held it in 34 quarters since.
Doliver Advisors's First Financial Bankshares position peaked at $3.47M in Q2 2021.
12 funds tracked by Wall St. Rank held First Financial Bankshares as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.