Institute for Wealth Management’s First Financial Bankshares FFIN Stock Holding History

Institute for Wealth Management’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	$45.2K	Buy	+1,306	New	+$42.2K	﹤0.01%	896

Other funds holding FFIN

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Institute for Wealth Management's FFIN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in First Financial Bankshares (FFIN) in Q2 2026: 1,306 shares worth $45.2K. The stake represents ﹤0.01% of the portfolio and ranks #896 among its holdings.

175 funds tracked by Wall St. Rank hold FFIN as of Q2 2026.

Institute for Wealth Management held 1,306 shares of First Financial Bankshares worth $45.2K as of Q2 2026.
First Financial Bankshares was a new Institute for Wealth Management position in Q2 2026.
First Financial Bankshares made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #896 holding.
175 funds tracked by Wall St. Rank held First Financial Bankshares as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.