First Financial Bankshares’s NVIDIA NVDA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$87.2M	Buy	499,849 +25,095	+5%	+$4.6M	1.76%	16
2025 Q4	$88.5M	Sell	474,754 -35,082	-7%	-$6.53M	1.78%	15
2025 Q3	$95.1M	Sell	509,836 -16,629	-3%	-$2.9M	1.95%	13
2025 Q2	$83.2M	Buy	526,465 +108,883	+26%	+$13.7M	1.86%	15
2025 Q1	$45.3M	Buy	417,582 +13,764	+3%	+$1.74M	0.98%	35
2024 Q4	$54.2M	Sell	403,818 -22,234	-5%	-$3.06M	1.17%	30
2024 Q3	$51.7M	Sell	426,052 -65,150	-13%	-$7.7M	1.09%	32
2024 Q2	$60.7M	Sell	491,202 -20,518	-4%	-$2.07M	1.39%	24
2024 Q1	$46.2M	Sell	511,720 -82,720	-14%	-$6M	1.04%	35
2023 Q4	$29.4M	Buy	+594,440	New	+$27.5M	0.71%	45

Other funds holding NVDA

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Financial Bankshares's NVDA Position: Q1 2026 in Review

First Financial Bankshares increased its NVIDIA (NVDA) stake by 5.3% in Q1 2026, buying an estimated $4.6M and bringing the position to 499,849 shares worth $87.2M. The position accounts for 1.76% of the portfolio, ranked #16.

First Financial Bankshares first reported a position in NVDA in Q4 2023 and has held it in 10 quarters since. The position peaked at $95.1M in Q3 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

First Financial Bankshares held 499,849 shares of NVIDIA worth $87.2M as of Q1 2026.
First Financial Bankshares bought 25,095 NVIDIA shares in Q1 2026, an estimated $4.6M.
NVIDIA made up 1.76% of First Financial Bankshares's portfolio in Q1 2026, its #16 holding.
First Financial Bankshares first reported a position in NVIDIA in Q4 2023 and has held it in 10 quarters since.
First Financial Bankshares's NVIDIA position peaked at $95.1M in Q3 2025.
5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on First Financial Bankshares's 13F filing for Q1 2026, filed 11 May 2026.