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Root Financial Partners’s First Financial Bankshares FFIN Stock Holding History

Root Financial Partners’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 		– Sell
-493
Closed -$14.5K – 1359
2026
Q1 		$14.5K Buy
493
+216
+78% +$6.81K ﹤0.01% 1500
2025
Q4 		$8.27K Sell
277
-50
-15% -$1.58K ﹤0.01% 1582
2025
Q3 		$11K Buy
+327
New +$11.8K ﹤0.01% 1417

Other funds holding FFIN

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return
SFC
Strategic Financial Concepts San Antonio, Texas $336M AUM 22.98% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

Root Financial Partners's FFIN Position: Q2 2026 in Review

Root Financial Partners sold out of First Financial Bankshares (FFIN) in Q2 2026, closing a stake of 493 shares — an estimated $14.5K sold.

Root Financial Partners first reported a position in FFIN in Q3 2025 and held it in 3 quarters. The position peaked at $14.5K in Q1 2026. 99 funds tracked by Wall St. Rank hold FFIN as of Q2 2026.

  • Root Financial Partners reported no remaining First Financial Bankshares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 493 First Financial Bankshares shares in Q2 2026, an estimated $14.5K.
  • Root Financial Partners first reported a position in First Financial Bankshares in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's First Financial Bankshares position peaked at $14.5K in Q1 2026.
  • 99 funds tracked by Wall St. Rank held First Financial Bankshares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.