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Venturi Wealth Management’s First Financial Bankshares FFIN Stock Holding History

Venturi Wealth Management’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
Q1 		– Sell
-42
Closed -$1.51K – 1004
2024
Q4 		$1.51K Hold
42
– – ﹤0.01% 1882
2024
Q3 		$1.55K Sell
42
-723
-95% -$25.5K ﹤0.01% 1709
2024
Q2 		$22.6K Buy
+765
New +$22.9K ﹤0.01% 903
2023
Q3 		– Sell
-600
Closed -$17.1K – 1342
2023
Q2 		$17.1K Hold
600
– – ﹤0.01% 577
2023
Q1 		$19.1K Buy
+600
New +$20.9K ﹤0.01% 605

Other funds holding FFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FFB
First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Venturi Wealth Management's FFIN Position: Q1 2025 in Review

Venturi Wealth Management sold out of First Financial Bankshares (FFIN) in Q1 2025, closing a stake of 42 shares — an estimated $1.51K sold.

Venturi Wealth Management first reported a position in FFIN in Q1 2023 and held it in 5 quarters. The position peaked at $22.6K in Q2 2024. 338 funds tracked by Wall St. Rank hold FFIN as of Q1 2025.

  • Venturi Wealth Management reported no remaining First Financial Bankshares position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 42 First Financial Bankshares shares in Q1 2025, an estimated $1.51K.
  • Venturi Wealth Management first reported a position in First Financial Bankshares in Q1 2023 and held it in 5 quarters.
  • Venturi Wealth Management's First Financial Bankshares position peaked at $22.6K in Q2 2024.
  • 338 funds tracked by Wall St. Rank held First Financial Bankshares as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.