U.S. Capital Wealth Advisors’s First Financial Bankshares FFIN Stock Holding History

U.S. Capital 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
2025 Q2	–	Sell	-8,005	Closed	-$288K	–	905
2025 Q1	$288K	Sell	8,005 -1,750	-18%	-$64.2K	0.01%	708
2024 Q4	$352K	Buy	9,755 +1,000	+11%	+$38.8K	0.01%	648
2024 Q3	$324K	Hold	8,755	–	–	0.01%	571
2024 Q2	$259K	Sell	8,755 -400	-4%	-$12K	0.01%	594
2024 Q1	$300K	Sell	9,155 -1,000	-10%	-$30.7K	0.01%	569
2023 Q4	$308K	Buy	+10,155	New	+$269K	0.01%	547
2023 Q1	–	Sell	-2,033	Closed	-$69.9K	–	935
2022 Q4	$69.9K	Buy	+2,033	New	+$76.9K	﹤0.01%	801

Other funds holding FFIN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

U.S. Capital Wealth Advisors's FFIN Position: Q2 2025 in Review

U.S. Capital Wealth Advisors sold out of First Financial Bankshares (FFIN) in Q2 2025, closing a stake of 8,005 shares — an estimated $288K sold.

U.S. Capital Wealth Advisors first reported a position in FFIN in Q4 2022 and held it in 7 quarters. The position peaked at $352K in Q4 2024. 339 funds tracked by Wall St. Rank hold FFIN as of Q2 2025.

U.S. Capital Wealth Advisors reported no remaining First Financial Bankshares position as of Q2 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 8,005 First Financial Bankshares shares in Q2 2025, an estimated $288K.
U.S. Capital Wealth Advisors first reported a position in First Financial Bankshares in Q4 2022 and held it in 7 quarters.
U.S. Capital Wealth Advisors's First Financial Bankshares position peaked at $352K in Q4 2024.
339 funds tracked by Wall St. Rank held First Financial Bankshares as of Q2 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.