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Elevation Wealth Partners’s First Financial Bankshares FFIN Stock Holding History

Elevation Wealth Partners’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 		$20.2K Hold
635
– – 0.01% 682
2026
Q2 		$22K Buy
+635
New +$20.5K 0.01% 561

Other funds holding FFIN

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
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
GI
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
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 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

Elevation Wealth Partners's FFIN Position: Q3 2026 in Review

Elevation Wealth Partners held its First Financial Bankshares (FFIN) position steady in Q3 2026 at 635 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #682.

Elevation Wealth Partners first reported a position in FFIN in Q2 2026 and has held it in 2 quarters since. The position peaked at $22K in Q2 2026. 12 funds tracked by Wall St. Rank hold FFIN as of Q3 2026.

  • Elevation Wealth Partners held 635 shares of First Financial Bankshares worth $20.2K as of Q3 2026.
  • Elevation Wealth Partners left its First Financial Bankshares share count unchanged in Q3 2026.
  • First Financial Bankshares made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #682 holding.
  • Elevation Wealth Partners first reported a position in First Financial Bankshares in Q2 2026 and has held it in 2 quarters since.
  • Elevation Wealth Partners's First Financial Bankshares position peaked at $22K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held First Financial Bankshares as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.