Envestnet Portfolio Solutions’s First Financial Bankshares FFIN Stock Holding History

Envestnet Portfolio Solutions’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
2024 Q3	–	Sell	-9,791	Closed	-$289K	–	1701
2024 Q2	$289K	Sell	9,791 -452	-4%	-$13.5K	﹤0.01%	1400
2024 Q1	$336K	Buy	10,243 +955	+10%	+$29.3K	﹤0.01%	1296
2023 Q4	$281K	Buy	9,288 +226	+2%	+$5.99K	﹤0.01%	1330
2023 Q3	$228K	Buy	+9,062	New	+$263K	﹤0.01%	1371

Other funds holding FFIN

FFB

First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Envestnet Portfolio Solutions's FFIN Position: Q3 2024 in Review

Envestnet Portfolio Solutions sold out of First Financial Bankshares (FFIN) in Q3 2024, closing a stake of 9,791 shares — an estimated $289K sold.

Envestnet Portfolio Solutions first reported a position in FFIN in Q3 2023 and held it in 4 quarters. The position peaked at $336K in Q1 2024. 298 funds tracked by Wall St. Rank hold FFIN as of Q3 2024.

Envestnet Portfolio Solutions reported no remaining First Financial Bankshares position as of Q3 2024 after selling out during the quarter.
Envestnet Portfolio Solutions sold 9,791 First Financial Bankshares shares in Q3 2024, an estimated $289K.
Envestnet Portfolio Solutions first reported a position in First Financial Bankshares in Q3 2023 and held it in 4 quarters.
Envestnet Portfolio Solutions's First Financial Bankshares position peaked at $336K in Q1 2024.
298 funds tracked by Wall St. Rank held First Financial Bankshares as of Q3 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2024, filed 31 Oct 2024.