First Financial Bankshares’s ProFrac Holding ACDC Stock Holding History

First Financial Bankshares’s Portfolio ACDC Stock Details ACDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.4M	Sell	3,855,952 -33,526	-0.9%	-$226K	0.42%	57
2026 Q1	$24.1M	Sell	3,889,478 -22,575	-0.6%	-$121K	0.49%	52
2025 Q4	$15.2M	Sell	3,912,053 -292,742	-7%	-$1.2M	0.31%	59
2025 Q3	$15.6M	Buy	4,204,795 +973,062	+30%	+$5.36M	0.32%	58
2025 Q2	$25.1M	Buy	3,231,733 +3,219,733	+26,831%	+$21.1M	0.56%	48
2025 Q1	$91.1K	Hold	12,000	–	–	﹤0.01%	172
2024 Q4	$93.1K	Hold	12,000	–	–	﹤0.01%	170
2024 Q3	$81.5K	Hold	12,000	–	–	﹤0.01%	180
2024 Q2	$88.9K	Sell	12,000 -999,760	-99%	-$8.29M	﹤0.01%	173
2024 Q1	$8.46M	Hold	1,011,760	–	–	0.19%	71
2023 Q4	$8.58M	Buy	+1,011,760	New	+$8.87M	0.21%	71

Other funds holding ACDC

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

First Financial Bankshares's ACDC Position: Q2 2026 in Review

First Financial Bankshares reduced its ProFrac Holding (ACDC) stake by 0.86% in Q2 2026, selling an estimated $226K and leaving 3,855,952 shares worth $22.4M. The position accounts for 0.42% of the portfolio, ranked #57.

First Financial Bankshares first reported a position in ACDC in Q4 2023 and has held it in 11 quarters since. The position peaked at $25.1M in Q2 2025. 145 funds tracked by Wall St. Rank hold ACDC as of Q2 2026.

First Financial Bankshares held 3,855,952 shares of ProFrac Holding worth $22.4M as of Q2 2026.
First Financial Bankshares sold 33,526 ProFrac Holding shares in Q2 2026, an estimated $226K.
ProFrac Holding made up 0.42% of First Financial Bankshares's portfolio in Q2 2026, its #57 holding.
First Financial Bankshares first reported a position in ProFrac Holding in Q4 2023 and has held it in 11 quarters since.
First Financial Bankshares's ProFrac Holding position peaked at $25.1M in Q2 2025.
145 funds tracked by Wall St. Rank held ProFrac Holding as of Q2 2026.

Based on First Financial Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.