Helen Stephens Group
FFIN icon

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
Q3 		$365K Hold
11,411
– – 0.06% 101
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Helen Stephens Group's FFIN Position: Q3 2026 in Review

Helen Stephens Group held its First Financial Bankshares (FFIN) position steady in Q3 2026 at 11,411 shares worth $365K. The position accounts for 0.06% of the portfolio, ranked #101.

Helen Stephens Group first reported a position in FFIN in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.42M in Q3 2024. 146 funds tracked by Wall St. Rank hold FFIN as of Q3 2026.

  • Helen Stephens Group held 11,411 shares of First Financial Bankshares worth $365K as of Q3 2026.
  • Helen Stephens Group left its First Financial Bankshares share count unchanged in Q3 2026.
  • First Financial Bankshares made up 0.06% of Helen Stephens Group's portfolio in Q3 2026, its #101 holding.
  • Helen Stephens Group first reported a position in First Financial Bankshares in Q3 2024 and has held it in 9 quarters since.
  • Helen Stephens Group's First Financial Bankshares position peaked at $1.42M in Q3 2024.
  • 146 funds tracked by Wall St. Rank held First Financial Bankshares as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.