Position in FFIN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,819,261
+$618,042 QoQ
Shares Held
139,285
-2.4% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#63
of 350 holders
Holding Since
Mar 2020
26 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, 2026CFM WEALTH PARTNERS LLC holds $5,299,141 across 2 Banks - Regional names. FFIN ranks #1 (90.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FFIN |
First Financial Bankshares Inc
This page
|
139,285 | $4,819,261 | |
| 2 | PB |
Prosperity Bancshares Inc
|
6,571 | $479,880 |
All Filings in FFIN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,819,261 | 139,285 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,201,219 | 142,656 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,261,134 | 142,656 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,443,627 | 161,772 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,820,556 | 161,772 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,973,962 | 166,313 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $5,998,539 | 166,395 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $6,304,801 | 170,354 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $5,160,337 | 174,749 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $6,264,839 | 190,943 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $5,785,572 | 190,943 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $4,741,324 | 188,747 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $5,708,769 | 200,378 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $6,503,548 | 203,873 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $7,206,559 | 209,493 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $8,763,092 | 209,493 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $8,264,921 | 210,464 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $9,285,671 | 210,464 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $10,926,380 | 214,917 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $10,169,378 | 221,314 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $10,937,025 | 222,614 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,936,045 | 62,830 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,323,452 | 64,237 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,792,854 | 64,237 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,975,844 | 68,392 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,853,892 | 69,072 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||