Luther King Capital Management (LKCM)’s First Financial Bankshares FFIN Stock Holding History

Luther King Capital Management (LKCM)’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 Q1	$4.67M	Buy	158,476 +32,260	+26%	+$1.02M	0.02%	259
2025 Q4	$3.77M	Buy	126,216 +111,216	+741%	+$3.5M	0.02%	287
2025 Q3	$505K	Buy	15,000 +3,000	+25%	+$108K	﹤0.01%	478
2025 Q2	$432K	Hold	12,000	–	–	﹤0.01%	485
2025 Q1	$431K	Sell	12,000 -1,000	-8%	-$36.7K	﹤0.01%	479
2024 Q4	$469K	Hold	13,000	–	–	﹤0.01%	465
2024 Q3	$481K	Sell	13,000 -500	-4%	-$17.6K	﹤0.01%	474
2024 Q2	$399K	Hold	13,500	–	–	﹤0.01%	491
2024 Q1	$443K	Buy	+13,500	New	+$414K	﹤0.01%	485
2023 Q4	–	Sell	-81,500	Closed	-$2.05M	–	586
2023 Q3	$2.05M	Sell	81,500 -128,500	-61%	-$3.73M	0.01%	313
2023 Q2	$5.98M	Sell	210,000 -271,480	-56%	-$7.71M	0.03%	188
2023 Q1	$15.4M	Hold	481,480	–	–	0.08%	125
2022 Q4	$16.6M	Hold	481,480	–	–	0.09%	121
2022 Q3	$20.1M	Hold	481,480	–	–	0.12%	115
2022 Q2	$18.9M	Hold	481,480	–	–	0.11%	118
2022 Q1	$21.2M	Sell	481,480 -20,000	-4%	-$956K	0.1%	122
2021 Q4	$25.5M	Hold	501,480	–	–	0.12%	115
2021 Q3	$23M	Hold	501,480	–	–	0.11%	116
2021 Q2	$24.6M	Hold	501,480	–	–	0.12%	113
2021 Q1	$23.4M	Sell	501,480 -6,000	-1%	-$261K	0.13%	112
2020 Q4	$18.4M	Hold	507,480	–	–	0.1%	115
2020 Q3	$14.2M	Hold	507,480	–	–	0.09%	119
2020 Q2	$14.7M	Sell	507,480 -9,630	-2%	-$270K	0.1%	116
2020 Q1	$13.9M	Sell	517,110 -1,000	-0.2%	-$31.3K	0.12%	110
2019 Q4	$18.2M	Hold	518,110	–	–	0.12%	113
2019 Q3	$17.3M	Hold	518,110	–	–	0.13%	110
2019 Q2	$16M	Hold	518,110	–	–	0.12%	117
2019 Q1	$15M	Hold	518,110	–	–	0.11%	117
2018 Q4	$14.9M	Sell	518,110 -800	-0.2%	-$24.1K	0.13%	110
2018 Q3	$15.3M	Hold	518,910	–	–	0.12%	122
2018 Q2	$13.2M	Hold	518,910	–	–	0.11%	125
2018 Q1	$12M	Hold	518,910	–	–	0.1%	129
2017 Q4	$11.7M	Sell	518,910 -6,000	-1%	-$137K	0.1%	138
2017 Q3	$11.9M	Hold	524,910	–	–	0.1%	130
2017 Q2	$11.6M	Sell	524,910 -1,200	-0.2%	-$24.1K	0.1%	130
2017 Q1	$10.5M	Hold	526,110	–	–	0.1%	137
2016 Q4	$11.9M	Hold	526,110	–	–	0.11%	134
2016 Q3	$9.59M	Sell	526,110 -4,400	-0.8%	-$77.4K	0.09%	166
2016 Q2	$8.7M	Hold	530,510	–	–	0.09%	192
2016 Q1	$7.85M	Hold	530,510	–	–	0.08%	199
2015 Q4	$8M	Hold	530,510	–	–	0.08%	207
2015 Q3	$8.43M	Hold	530,510	–	–	0.08%	204
2015 Q2	$9.19M	Buy	530,510 +4,630	+0.9%	+$70.6K	0.08%	219
2015 Q1	$7.27M	Hold	525,880	–	–	0.06%	238
2014 Q4	$7.86M	Hold	525,880	–	–	0.06%	242
2014 Q3	$7.31M	Hold	525,880	–	–	0.06%	254
2014 Q2	$8.25M	Hold	525,880	–	–	0.07%	251
2014 Q1	$8.12M	Hold	525,880	–	–	0.07%	250
2013 Q4	$8.69M	Hold	525,880	–	–	0.07%	252
2013 Q3	$7.74M	Hold	525,880	–	–	0.07%	259
2013 Q2	$7.32M	Buy	+525,880	New	+$6.85M	0.07%	249

Other funds holding FFIN

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Luther King Capital Management (LKCM)'s FFIN Position: Q1 2026 in Review

Luther King Capital Management (LKCM) increased its First Financial Bankshares (FFIN) stake by 26% in Q1 2026, buying an estimated $1.02M and bringing the position to 158,476 shares worth $4.67M. The position accounts for 0.02% of the portfolio, ranked #259.

Luther King Capital Management (LKCM) first reported a position in FFIN in Q2 2013 and has held it in 51 quarters since. The position peaked at $25.5M in Q4 2021. 337 funds tracked by Wall St. Rank hold FFIN as of Q1 2026.

Luther King Capital Management (LKCM) held 158,476 shares of First Financial Bankshares worth $4.67M as of Q1 2026.
Luther King Capital Management (LKCM) bought 32,260 First Financial Bankshares shares in Q1 2026, an estimated $1.02M.
First Financial Bankshares made up 0.02% of Luther King Capital Management (LKCM)'s portfolio in Q1 2026, its #259 holding.
Luther King Capital Management (LKCM) first reported a position in First Financial Bankshares in Q2 2013 and has held it in 51 quarters since.
Luther King Capital Management (LKCM)'s First Financial Bankshares position peaked at $25.5M in Q4 2021.
337 funds tracked by Wall St. Rank held First Financial Bankshares as of Q1 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2026, filed 11 May 2026.