United Capital Financial Advisors’s First Financial Bankshares FFIN Stock Holding History

United Capital Financial 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	–	Sell	-7,300	Closed	-$215K	–	1664
2026 Q1	$215K	Buy	+7,300	New	+$230K	﹤0.01%	1525
2019 Q1	–	Sell	-10,170	Closed	-$293K	–	1366
2018 Q4	$293K	Sell	10,170 -11,130	-52%	-$335K	﹤0.01%	1071
2018 Q3	$629K	Hold	21,300	–	–	﹤0.01%	911
2018 Q2	$542K	Hold	21,300	–	–	﹤0.01%	928
2018 Q1	$493K	Sell	21,300 -1,060	-5%	-$24.9K	﹤0.01%	964
2017 Q4	$504K	Hold	22,360	–	–	﹤0.01%	961
2017 Q3	$505K	Buy	22,360 +3,772	+20%	+$79K	﹤0.01%	955
2017 Q2	$411K	Hold	18,588	–	–	﹤0.01%	977
2017 Q1	$373K	Hold	18,588	–	–	﹤0.01%	979
2016 Q4	$420K	Buy	18,588 +900	+5%	+$18.5K	﹤0.01%	974
2016 Q3	$322K	Hold	17,688	–	–	﹤0.01%	1055
2016 Q2	$292K	Hold	17,688	–	–	﹤0.01%	1043
2016 Q1	$262K	Buy	+17,688	New	+$243K	﹤0.01%	1036

Other funds holding FFIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

United Capital Financial Advisors's FFIN Position: Q2 2026 in Review

United Capital Financial Advisors sold out of First Financial Bankshares (FFIN) in Q2 2026, closing a stake of 7,300 shares — an estimated $215K sold.

United Capital Financial Advisors first reported a position in FFIN in Q1 2016 and held it in 13 quarters. The position peaked at $629K in Q3 2018. 352 funds tracked by Wall St. Rank hold FFIN as of Q2 2026.

United Capital Financial Advisors reported no remaining First Financial Bankshares position as of Q2 2026 after selling out during the quarter.
United Capital Financial Advisors sold 7,300 First Financial Bankshares shares in Q2 2026, an estimated $215K.
United Capital Financial Advisors first reported a position in First Financial Bankshares in Q1 2016 and held it in 13 quarters.
United Capital Financial Advisors's First Financial Bankshares position peaked at $629K in Q3 2018.
352 funds tracked by Wall St. Rank held First Financial Bankshares as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.