Lummis Asset Management’s First Financial Bankshares FFIN Stock Holding History

Lummis Asset 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	$857K	Sell	24,645 -28	-0.1%	-$905	0.51%	41
2026 Q1	$762K	Sell	24,673 -133	-0.5%	-$4.19K	0.46%	44
2025 Q4	$741K	Sell	24,806 -248	-1%	-$7.82K	0.46%	41
2025 Q3	$843K	Sell	25,054 -62	-0.2%	-$2.23K	0.55%	40
2025 Q2	$879K	Hold	25,116	–	–	0.58%	39
2025 Q1	$872K	Buy	25,116 +12,651	+101%	+$464K	0.61%	37
2024 Q4	$449K	Hold	12,465	–	–	0.57%	35
2024 Q3	$461K	Hold	12,465	–	–	0.54%	34
2024 Q2	$368K	Hold	12,465	–	–	0.49%	37
2024 Q1	$409K	Sell	12,465 -12,858	-51%	-$395K	0.55%	36
2023 Q4	$767K	Buy	+25,323	New	+$671K	0.59%	38

Other funds holding FFIN

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lummis Asset Management's FFIN Position: Q2 2026 in Review

Lummis Asset Management reduced its First Financial Bankshares (FFIN) stake by 0.11% in Q2 2026, selling an estimated $905 and leaving 24,645 shares worth $857K. The position accounts for 0.51% of the portfolio, ranked #41.

Lummis Asset Management first reported a position in FFIN in Q4 2023 and has held it in 11 quarters since. The position peaked at $879K in Q2 2025. 352 funds tracked by Wall St. Rank hold FFIN as of Q2 2026.

Lummis Asset Management held 24,645 shares of First Financial Bankshares worth $857K as of Q2 2026.
Lummis Asset Management sold 28 First Financial Bankshares shares in Q2 2026, an estimated $905.
First Financial Bankshares made up 0.51% of Lummis Asset Management's portfolio in Q2 2026, its #41 holding.
Lummis Asset Management first reported a position in First Financial Bankshares in Q4 2023 and has held it in 11 quarters since.
Lummis Asset Management's First Financial Bankshares position peaked at $879K in Q2 2025.
352 funds tracked by Wall St. Rank held First Financial Bankshares as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.