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Physician Wealth Advisors’s First Financial Bankshares FFIN Stock Holding History

Physician Wealth Advisors’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 		$9.9K Sell
286
-41
-13% -$1.32K ﹤0.01% 876
2026
Q1 		$9.63K Sell
327
-87
-21% -$2.74K ﹤0.01% 809
2025
Q4 		$12.4K Buy
414
+16
+4% +$504 ﹤0.01% 704
2025
Q3 		$13.4K Sell
398
-39
-9% -$1.4K ﹤0.01% 670
2025
Q2 		$15.7K Buy
437
+39
+10% +$1.35K ﹤0.01% 558
2025
Q1 		$14.3K Sell
398
-68
-15% -$2.5K ﹤0.01% 546
2024
Q4 		$16.8K Buy
+466
New +$18.1K ﹤0.01% 539

Other funds holding FFIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Physician Wealth Advisors's FFIN Position: Q2 2026 in Review

Physician Wealth Advisors reduced its First Financial Bankshares (FFIN) stake by 13% in Q2 2026, selling an estimated $1.32K and leaving 286 shares worth $9.9K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Physician Wealth Advisors first reported a position in FFIN in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.8K in Q4 2024. 355 funds tracked by Wall St. Rank hold FFIN as of Q2 2026.

  • Physician Wealth Advisors held 286 shares of First Financial Bankshares worth $9.9K as of Q2 2026.
  • Physician Wealth Advisors sold 41 First Financial Bankshares shares in Q2 2026, an estimated $1.32K.
  • First Financial Bankshares made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #876 holding.
  • Physician Wealth Advisors first reported a position in First Financial Bankshares in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's First Financial Bankshares position peaked at $16.8K in Q4 2024.
  • 355 funds tracked by Wall St. Rank held First Financial Bankshares as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.