MISSION WEALTH MANAGEMENT, LP
Position in FFIN — First Financial Bankshares Inc
CIK 1645382
Santa Barbara, CA
Position in FFIN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$965,513
+$670,213 QoQ
Shares Held
27,905
+179.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#15
of 68 holders
Holding Since
Sep 2023
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FFIN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $13,323,989 across 17 Banks - Regional names. FFIN ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NPB |
Northpointe Bancshares Inc
|
126,245 | $2,421,379 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
8,763 | $2,157,625 | |
| 3 | USB |
US Bancorp \De\
|
32,872 | $1,985,468 | |
| 4 | NBTB |
Nbt Bancorp Inc
|
27,096 | $1,337,729 | |
| 5 | FFIN |
First Financial Bankshares Inc
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|
27,905 | $965,513 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
9,574 | $670,850 | |
| 7 | MTB |
M&T Bank Corp
|
2,672 | $635,962 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
4,827 | $486,947 |
All Filings in FFIN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $965,513 | 27,905 | Shares | Sole | 2026-07-20 | |
| 2024-06-30 | $295,300 | 10,000 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $328,100 | 10,000 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $303,000 | 10,000 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,059,837 | 42,191 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||