Avidian Wealth Enterprises, LLC
Position in FFIN — First Financial Bankshares Inc
CIK 1471474
HOUSTON, TX
Position in FFIN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$561,834
+$150,182 QoQ
Shares Held
16,238
+16.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#168
of 350 holders
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in FFIN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $7,399,968 across 10 Banks - Regional names. FFIN ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
38,308 | $1,908,504 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
|
19,795 | $1,717,216 | |
| 3 | USB |
US Bancorp De
|
18,453 | $1,114,561 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,096 | $762,297 | |
| 5 | FFIN |
First Financial Bankshares Inc
This page
|
16,238 | $561,834 | |
| 6 | FITB |
Fifth Third Bancorp
|
8,980 | $506,202 | |
| 7 | CFR |
Cullen/Frost Bankers, Inc.
|
2,578 | $398,352 | |
| 8 | HDB |
Hdfc Bank Ltd
|
9,165 | $236,731 |
All Filings in FFIN
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $561,834 | 16,238 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $411,652 | 13,978 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $420,838 | 14,089 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $469,249 | 13,945 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $499,690 | 13,888 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $496,881 | 13,833 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $221,130 | 6,134 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $226,538 | 6,121 | Shares | Sole | 2024-10-30 | |
| 2022-12-31 | $203,304 | 5,910 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $246,755 | 5,899 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $231,221 | 5,888 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $259,381 | 5,879 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $315,106 | 6,198 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||