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Exencial Wealth Advisors’s First Financial Bankshares FFIN Stock Holding History

Exencial Wealth 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
2025
Q1 		– Sell
-6,257
Closed -$226K – 500
2024
Q4 		$226K Sell
6,257
-894
-13% -$34.7K 0.01% 472
2024
Q3 		$265K Sell
7,151
-544
-7% -$19.2K 0.01% 446
2024
Q2 		$227K Sell
7,695
-18
-0.2% -$539 0.01% 458
2024
Q1 		$253K Sell
7,713
-64
-0.8% -$1.96K 0.01% 461
2023
Q4 		$236K Buy
+7,777
New +$206K 0.01% 451

Other funds holding FFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FFB
First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Exencial Wealth Advisors's FFIN Position: Q1 2025 in Review

Exencial Wealth Advisors sold out of First Financial Bankshares (FFIN) in Q1 2025, closing a stake of 6,257 shares — an estimated $226K sold.

Exencial Wealth Advisors first reported a position in FFIN in Q4 2023 and held it in 5 quarters. The position peaked at $265K in Q3 2024. 338 funds tracked by Wall St. Rank hold FFIN as of Q1 2025.

  • Exencial Wealth Advisors reported no remaining First Financial Bankshares position as of Q1 2025 after selling out during the quarter.
  • Exencial Wealth Advisors sold 6,257 First Financial Bankshares shares in Q1 2025, an estimated $226K.
  • Exencial Wealth Advisors first reported a position in First Financial Bankshares in Q4 2023 and held it in 5 quarters.
  • Exencial Wealth Advisors's First Financial Bankshares position peaked at $265K in Q3 2024.
  • 338 funds tracked by Wall St. Rank held First Financial Bankshares as of Q1 2025.

Based on Exencial Wealth Advisors's 13F filing for Q1 2025, filed 9 May 2025.