Olistico Wealth’s First Financial Bankshares FFIN Stock Holding History

Olistico Wealth’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	$34.2K	Hold	989	–	–	0.01%	184
2026 Q1	$29.1K	Hold	989	–	–	0.01%	192
2025 Q4	$29.5K	Buy	+989	New	+$31.2K	0.01%	190
2025 Q3	–	Sell	-989	Closed	-$35.6K	–	179
2025 Q2	$35.6K	Hold	989	–	–	0.02%	191
2025 Q1	$35.5K	Hold	989	–	–	0.02%	180
2024 Q4	$35.7K	Hold	989	–	–	0.02%	174
2024 Q3	$36.6K	Hold	989	–	–	0.02%	178
2024 Q2	$29.2K	Buy	+989	New	+$29.6K	0.02%	190

Other funds holding FFIN

Wealth Enhancement Advisory Services

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

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return