True Wealth Design’s First Financial Bankshares FFIN Stock Holding History

True Wealth Design’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 Q3	$16K	Sell	505 -49	-9%	-$1.67K	﹤0.01%	901
2026 Q2	$19.2K	Buy	554 +205	+59%	+$6.62K	﹤0.01%	825
2026 Q1	$10.3K	Buy	+349	New	+$11K	﹤0.01%	960
2025 Q4	–	Sell	-3	Closed	-$101	–	2650
2025 Q3	$101	Hold	3	–	–	﹤0.01%	2442
2025 Q2	$108	Buy	3 +2	+200%	+$69	﹤0.01%	2222
2025 Q1	$36	Buy	+1	New	+$37	﹤0.01%	2463

Other funds holding FFIN

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

True Wealth Design's FFIN Position: Q3 2026 in Review

True Wealth Design reduced its First Financial Bankshares (FFIN) stake by 8.8% in Q3 2026, selling an estimated $1.67K and leaving 505 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

True Wealth Design first reported a position in FFIN in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.2K in Q2 2026. 60 funds tracked by Wall St. Rank hold FFIN as of Q3 2026.

True Wealth Design held 505 shares of First Financial Bankshares worth $16K as of Q3 2026.
True Wealth Design sold 49 First Financial Bankshares shares in Q3 2026, an estimated $1.67K.
First Financial Bankshares made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #901 holding.
True Wealth Design first reported a position in First Financial Bankshares in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's First Financial Bankshares position peaked at $19.2K in Q2 2026.
60 funds tracked by Wall St. Rank held First Financial Bankshares as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.