First Financial Bankshares, Inc. (FFIN): A Bull Case Theory
We came across a bullish thesis on First Financial Bankshares, Inc. (FFIN) on Substack by Serhio MaxDividends. In this article, we will summarize the bulls’ thesis on FFIN.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 3,397,018 | $117,333,001 | +57% | 0.04% |
| 2. | Citadel Investment Group Ken Griffin | 872,153 | $30,176,494 | +294% | 0% |
| 3. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 811,477 | $28,077,104 | +16% | 0.01% |
| 4. | Millennium Management Israel Englander | 672,344 | $23,263,102 | -4% | 0.01% |
| 5. | Royce & Associates Chuck Royce | 526,264 | $18,208,734 | +49% | 0.15% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $34.89 | 700 | $24,423.00 | 98,324 | 2026-07-24 | Filing | |
| $33.18 | 1,000 | $33,180.00 | 44,634 | 2026-06-11 | Filing | |
| $31.96 | 664 | $21,221.44 | 97,624 | 2026-05-05 | Filing | |
| $29.32 | 1,000 | $29,320.00 | 43,634 | 2026-03-13 | Filing | |
| $29.18 | 1,500 | $43,770.00 | 33,646 | 2026-03-12 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $34.95 | 15,000 | $524,250.00 | 152,223 | 2026-08-17 | Filing | |
| $40.73 | 25,000 | $1,018,250.00 | 471,004 | 2024-12-12 | Filing | |
| $41.12 | 7,000 | $287,840.00 | 101,085 | 2024-11-07 | Filing | |
| $50.74 | 40,000 | $2,029,600.00 | 496,004 | 2021-12-14 | Filing | |
| $54.25 | 20,000 | $1,085,000.00 | 45,055 | 2021-11-16 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 18,234,375 | $630,909,359 | 0.01% | |
| 2. | 7,303,995 | $252,718,227 | 0.01% | |
| 3. | 6,756,261 | $235,193,617 | 0.01% | |
| 4. | 5,577,552 | $192,983,299 | 0% | |
| 5. | 4,484,205 | $155,153,493 | 0.1% |