Helen Stephens Group’s First Financial Bankshares FFIN Stock Holding History

Helen Stephens Group’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 Q2	$397K	Sell	11,411 -722	-6%	-$23.3K	0.07%	98
2026 Q1	$357K	Sell	12,133 -829	-6%	-$26.1K	0.07%	88
2025 Q4	$387K	Sell	12,962 -1,251	-9%	-$39.4K	0.08%	82
2025 Q3	$478K	Sell	14,213 -3,417	-19%	-$123K	0.11%	68
2025 Q2	$634K	Sell	17,630 -8,000	-31%	-$277K	0.16%	50
2025 Q1	$921K	Hold	25,630	–	–	0.26%	45
2024 Q4	$924K	Sell	25,630 -12,814	-33%	-$497K	0.27%	45
2024 Q3	$1.42M	Buy	+38,444	New	+$1.36M	0.43%	35

Other funds holding FFIN

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return

SFC

Strategic Financial Concepts San Antonio, Texas $336M AUM 22.98% 1-Year Est. Return

Helen Stephens Group's FFIN Position: Q2 2026 in Review

Helen Stephens Group reduced its First Financial Bankshares (FFIN) stake by 6% in Q2 2026, selling an estimated $23.3K and leaving 11,411 shares worth $397K. The position accounts for 0.07% of the portfolio, ranked #98.

Helen Stephens Group first reported a position in FFIN in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.42M in Q3 2024. 110 funds tracked by Wall St. Rank hold FFIN as of Q2 2026.

Helen Stephens Group held 11,411 shares of First Financial Bankshares worth $397K as of Q2 2026.
Helen Stephens Group sold 722 First Financial Bankshares shares in Q2 2026, an estimated $23.3K.
First Financial Bankshares made up 0.07% of Helen Stephens Group's portfolio in Q2 2026, its #98 holding.
Helen Stephens Group first reported a position in First Financial Bankshares in Q3 2024 and has held it in 8 quarters since.
Helen Stephens Group's First Financial Bankshares position peaked at $1.42M in Q3 2024.
110 funds tracked by Wall St. Rank held First Financial Bankshares as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.