First Financial Bankshares Top Holdings and 13F Report (2026)

About First Financial Bankshares

First Financial Bankshares NASDAQ: FFIN has filed 13-F forms with the SEC as an investor. First Financial Bankshares is itself a publicly traded company. First Financial Bankshares, Inc., through its subsidiaries, provides commercial banking products and services in Texas. The company offers checking, savings and time deposits; automated teller machines, drive-in, and night deposit services; safe deposit facilities, remote deposit capture, internet banking, mobile banking, payroll cards, funds transfer, and performing other customary commercial banking services; securities brokerage services; and trust and wealth management services, including wealth management, estates administration, oil and gas management, testamentary trusts, revocable and irrevocable trusts, and agency accounts. For more information on First Financial Bankshares stock, visit the First Financial Bankshares stock profile here.

Investment Activity

First Financial Bankshares has $4.95 billion in total holdings as of March 31, 2026.
First Financial Bankshares owns shares of 201 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
Approximately 5.15% of the portfolio was purchased this quarter.
About 5.32% of the portfolio was sold this quarter.
This quarter, First Financial Bankshares has purchased 212 new stocks and bought additional shares in 67 stocks.
First Financial Bankshares sold shares of 82 stocks and completely divested from 24 stocks this quarter.

Largest Holdings

Microsoft: $257,207,813
Broadcom: $216,954,748
JPMorgan Chase & Co.: $198,052,339
Vanguard Total Bond Market ETF: $195,535,261
iShares Core S&P Mid-Cap ETF: $193,490,265

Largest New Holdings this Quarter

784117103 - SEI Investments: $43,486,348 Holding
29261A100 - Encompass Health: $20,090,724 Holding
049468101 - Atlassian: $4,844,044 Holding
83443Q103 - SOLSTICE ADVANCED MATLS INC: $2,004,532 Holding
44862P208 - HYCROFT MINING HOLDING CORP: $1,425,600 Holding

Largest Purchases this Quarter

SEI Investments: 554,178 shares (about $43.49M)
American Tower: 139,334 shares (about $24.05M)
Microsoft: 63,236 shares (about $23.41M)
Berkshire Hathaway: 45,501 shares (about $21.80M)
Encompass Health: 207,699 shares (about $20.09M)

Largest Sales this Quarter

Micron Technology: 137,351 shares (about $46.40M)
Vanguard S&P 500 ETF: 65,326 shares (about $39.04M)
WALMART INC: 313,758 shares (about $38.99M)
Alphabet: 69,297 shares (about $19.93M)
Johnson & Johnson: 80,003 shares (about $19.56M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$257,207,813	$23,408,070 â–²	10.0%	694,837	5.2%	Computer and Technology
AVGO Broadcom	$216,954,748	$2,415,416 â–²	1.1%	700,962	4.4%	Computer and Technology
JPM JPMorgan Chase & Co.	$198,052,339	$18,827,417 â–¼	-8.7%	673,281	4.0%	Finance
BND Vanguard Total Bond Market ETF	$195,535,261	$738,683 â–²	0.4%	2,655,286	3.9%	ETF
IJH iShares Core S&P Mid-Cap ETF	$193,490,265	$3,748,185 â–¼	-1.9%	2,865,249	3.9%	ETF
AAPL Apple	$186,304,447	$1,044,346 â–²	0.6%	734,089	3.8%	Computer and Technology
GOOGL Alphabet	$182,555,453	$19,927,045 â–¼	-9.8%	634,843	3.7%	Computer and Technology
JNJ Johnson & Johnson	$153,844,914	$19,555,933 â–¼	-11.3%	629,377	3.1%	Medical
VEA Vanguard FTSE Developed Markets ETF	$134,498,024	$749,416 â–¼	-0.6%	2,098,908	2.7%	ETF
CVX Chevron	$132,472,690	$763,047 â–²	0.6%	640,274	2.7%	Energy
WMB Williams Companies	$104,258,733	$612,444 â–¼	-0.6%	1,432,519	2.1%	Energy
MCD McDonald's	$99,338,119	$132,397 â–²	0.1%	319,631	2.0%	Retail/Wholesale
NEE NextEra Energy	$92,508,573	$731,709 â–²	0.8%	996,001	1.9%	Utilities
BX Blackstone	$89,716,578	$5,207,897 â–²	6.2%	780,212	1.8%	Finance
MRK Merck & Co., Inc.	$89,447,764	$1,814,214 â–²	2.1%	743,601	1.8%	Medical
NVDA NVIDIA	$87,173,666	$4,376,568 â–²	5.3%	499,849	1.8%	Computer and Technology
PEP PepsiCo	$86,148,370	$2,598,312 â–²	3.1%	554,758	1.7%	Consumer Staples
AEP American Electric Power	$85,481,594	$794,607 â–²	0.9%	652,133	1.7%	Utilities
BAC Bank of America	$85,099,268	$1,433,884 â–²	1.7%	1,745,626	1.7%	Finance
VCSH Vanguard Short-Term Corporate Bond ETF	$83,269,488	$1,935,139 â–²	2.4%	1,050,454	1.7%	ETF
KO CocaCola	$82,526,038	$122,745 â–¼	-0.1%	1,085,155	1.7%	Consumer Staples
META Meta Platforms	$82,450,799	$1,234,657 â–²	1.5%	144,112	1.7%	Computer and Technology
HON Honeywell International	$82,263,393	$8,815 â–¼	0.0%	363,949	1.7%	Multi-Sector Conglomerates
CSCO Cisco Systems	$82,069,193	$291,894 â–²	0.4%	1,057,729	1.7%	Computer and Technology
AMZN Amazon.com	$81,990,901	$11,692,278 â–²	16.6%	393,676	1.7%	Retail/Wholesale
AMGN Amgen	$78,172,274	$51,722 â–¼	-0.1%	222,175	1.6%	Medical
VGSH Vanguard Short-Term Treasury ETF	$77,947,708	$1,697,133 â–²	2.2%	1,331,529	1.6%	ETF
ETN Eaton	$75,124,292	$15,646,990 â–¼	-17.2%	210,038	1.5%	Industrials
C Citigroup	$73,128,469	$306,434 â–¼	-0.4%	644,815	1.5%	Financial Services
AMT American Tower	$68,095,753	$24,046,262 â–²	54.6%	394,575	1.4%	Finance
BLACKROCK INC	$66,378,186	$286,590 â–²	0.4%	69,021	1.3%	COM
LMT Lockheed Martin	$65,581,755	$3,626 â–¼	0.0%	108,509	1.3%	Aerospace
COP ConocoPhillips	$63,702,276	$14,010,876 â–¼	-18.0%	482,593	1.3%	Energy
MDT Medtronic	$62,334,017	$942,839 â–²	1.5%	719,377	1.3%	Medical
LHX L3Harris Technologies	$58,234,398	$424,534 â–¼	-0.7%	168,722	1.2%	Aerospace
VWO Vanguard FTSE Emerging Markets ETF	$51,296,963	$202,742 â–²	0.4%	949,065	1.0%	ETF
MU Micron Technology	$48,972,272	$46,402,661 â–¼	-48.7%	144,957	1.0%	Computer and Technology
MDLZ Mondelez International	$48,698,422	$3,586,303 â–²	7.9%	844,872	1.0%	Consumer Staples
NI NiSource	$46,679,504	$385,645 â–¼	-0.8%	1,000,418	0.9%	Utilities
VMBS Vanguard Mortgage-Backed Securities ETF	$44,116,474	$417,057 â–¼	-0.9%	939,648	0.9%	ETF
NOW ServiceNow	$43,931,910	$18,077,322 â–²	69.9%	420,200	0.9%	Computer and Technology
SEIC SEI Investments	$43,486,348	$43,486,348 â–²	New Holding	554,178	0.9%	Finance
HD Home Depot	$43,099,390	$1,062,644 â–²	2.5%	131,045	0.9%	Retail/Wholesale
XLU Utilities Select Sector SPDR Fund	$41,447,343	$769,621 â–¼	-1.8%	903,189	0.8%	ETF
RF Regions Financial	$36,940,184	$14,920,449 â–²	67.8%	1,414,249	0.7%	Finance
UNP Union Pacific	$35,327,656	$315,891 â–²	0.9%	145,609	0.7%	Transportation
NVS Novartis	$35,262,949	$927,345 â–²	2.7%	230,854	0.7%	Medical
MA Mastercard	$33,791,007	$1,139,724 â–¼	-3.3%	67,628	0.7%	Business Services
KRE SPDR S&P Regional Banking ETF	$30,577,501	$1,510,829 â–¼	-4.7%	469,340	0.6%	ETF
IJR iShares Core S&P Small-Cap ETF	$28,597,143	$102,183 â–²	0.4%	230,047	0.6%	ETF
VNQ Vanguard Real Estate ETF	$26,464,266	$569,011 â–¼	-2.1%	298,357	0.5%	ETF
ACDC ProFrac	$24,114,764	$139,965 â–¼	-0.6%	3,889,478	0.5%	Energy
VGLT Vanguard Long-Term Treasury ETF	$23,274,790	$255,021 â–²	1.1%	420,464	0.5%	ETF
BRK.B Berkshire Hathaway	$22,851,131	$21,804,079 â–²	2,082.4%	47,686	0.5%	Finance
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$22,689,223	$10,675 â–¼	0.0%	274,190	0.5%	ETF
SBUX Starbucks	$21,660,711	$1,003,587 â–²	4.9%	241,776	0.4%	Retail/Wholesale
IYT iShares U.S. Transportation ETF	$21,452,647	$474,008 â–¼	-2.2%	287,569	0.4%	ETF
WALMART INC	$21,041,225	$38,993,843 â–¼	-65.0%	169,305	0.4%	COM
EHC Encompass Health	$20,090,724	$20,090,724 â–²	New Holding	207,699	0.4%	Medical
ORCL Oracle	$16,851,450	$851,326 â–²	5.3%	114,550	0.3%	Computer and Technology
O Realty Income	$16,646,711	$4,291,961 â–²	34.7%	272,094	0.3%	Finance
BKNG Booking	$16,559,189	$12,550,964 â–²	313.1%	3,933	0.3%	Retail/Wholesale
SPGI S&P Global	$13,566,645	$53,168 â–²	0.4%	31,896	0.3%	Finance
UNH UnitedHealth Group	$12,672,541	$1,700,658 â–²	15.5%	46,833	0.3%	Medical
UTHR United Therapeutics	$12,280,616	$192,126 â–¼	-1.5%	20,710	0.2%	Medical
PFE Pfizer	$12,175,038	$1,734,305 â–²	16.6%	433,584	0.2%	Medical
ABT Abbott Laboratories	$11,921,527	$386,450 â–²	3.4%	116,115	0.2%	Medical
XOM ExxonMobil	$8,540,345	$317,943 â–²	3.9%	50,338	0.2%	Energy
VOO Vanguard S&P 500 ETF	$7,648,640	$39,035,551 â–¼	-83.6%	12,800	0.2%	ETF
EFA iShares MSCI EAFE ETF	$7,530,003	$165,898 â–²	2.3%	77,525	0.2%	Finance
UBER Uber Technologies	$6,827,308	$1,502,330 â–²	28.2%	94,916	0.1%	Computer and Technology
PANW Palo Alto Networks	$6,106,428	$264,849 â–²	4.5%	38,089	0.1%	Computer and Technology
IVV iShares Core S&P 500 ETF	$6,077,466	$734,861 â–¼	-10.8%	9,304	0.1%	ETF
IWB iShares Russell 1000 ETF	$5,506,713	$12,123 â–¼	-0.2%	15,444	0.1%	ETF
ARE Alexandria Real Estate Equities	$5,422,459	$796,196 â–²	17.2%	116,813	0.1%	Finance
ISRG Intuitive Surgical	$5,269,116	$94,503 â–²	1.8%	11,430	0.1%	Medical
VT Vanguard Total World Stock ETF	$5,227,528		0.0%	37,793	0.1%	ETF
SPY SPDR S&P 500 ETF Trust	$5,123,379	$183,396 â–¼	-3.5%	7,878	0.1%	Finance
NBIX Neurocrine Biosciences	$5,071,595	$84,841 â–²	1.7%	38,497	0.1%	Medical
PSX Phillips 66	$4,955,660	$298,775 â–¼	-5.7%	27,202	0.1%	Energy
TEAM Atlassian	$4,844,044	$4,844,044 â–²	New Holding	70,975	0.1%	Computer and Technology
TSLA Tesla	$4,100,403	$92,194 â–²	2.3%	11,030	0.1%	Auto/Tires/Trucks
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$4,021,805	$3,425,687 â–²	574.7%	43,887	0.1%	ETF
KRP Kimbell Royalty	$3,909,201	$479,565 â–²	14.0%	270,159	0.1%	Energy
GOOG Alphabet	$3,167,508	$3,853,964 â–¼	-54.9%	11,042	0.1%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$3,112,693		0.0%	34,383	0.1%	ETF
KLAC KLA	$2,750,462	$4,417 â–¼	-0.2%	1,868	0.1%	Computer and Technology
EEM iShares MSCI Emerging Markets ETF	$2,492,740		0.0%	43,894	0.1%	Finance
MAIN Main Street Capital	$2,305,931	$135,736 â–²	6.3%	43,541	0.0%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$2,190,393		0.0%	22,065	0.0%	Finance
GE GE Aerospace	$2,133,667	$23,269 â–¼	-1.1%	7,519	0.0%	Aerospace
SOLSTICE ADVANCED MATLS INC	$2,004,532	$2,004,532 â–²	New Holding	26,320	0.0%	COM SHS
LAM RESEARCH CORP	$1,521,046	$16,665 â–¼	-1.1%	7,119	0.0%	COM NEW
HYCROFT MINING HOLDING CORP	$1,425,600	$1,425,600 â–²	New Holding	40,500	0.0%	CL A NEW
CAT Caterpillar	$1,366,619	$50,301 â–¼	-3.6%	1,929	0.0%	Industrials
MCK McKesson	$1,278,137		0.0%	1,477	0.0%	Medical
RTX RTX	$1,121,328	$5,980 â–²	0.5%	5,813	0.0%	Aerospace
PB Prosperity Bancshares	$1,083,143	$30,164 â–¼	-2.7%	16,123	0.0%	Finance
T AT&T	$1,065,064	$228,499 â–²	27.3%	36,739	0.0%	Computer and Technology
V Visa	$994,672	$1,813 â–²	0.2%	3,291	0.0%	Business Services

Showing largest 100 holdings. View all holdings.

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First Financial Bankshares Top Holdings and 13F Report (2026)

About First Financial Bankshares

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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First Financial Bankshares Top Holdings and 13F Report (2026)

About First Financial Bankshares

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFirst Financial Bankshares

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools