AG
FFWM

Algert Global’s First Foundation Inc FFWM Stock Holding History

Algert Global’s Portfolio FFWM Stock Details FFWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-41,270
Closed -$256K – 1230
2024
Q4 		$256K Sell
41,270
-27,380
-40% -$198K 0.01% 1024
2024
Q3 		$428K Sell
68,650
-30,148
-31% -$193K 0.01% 929
2024
Q2 		$647K Sell
98,798
-9,962
-9% -$61K 0.02% 813
2024
Q1 		$821K Sell
108,760
-49,900
-31% -$427K 0.03% 665
2023
Q4 		$1.54M Sell
158,660
-220,406
-58% -$1.4M 0.06% 500
2023
Q3 		$2.3M Buy
+379,066
New +$2.5M 0.11% 317
2022
Q1 		– Sell
-27,158
Closed -$675K – 1217
2021
Q4 		$675K Sell
27,158
-6,880
-20% -$183K 0.08% 426
2021
Q3 		$895K Buy
34,038
+6,901
+25% +$165K 0.12% 283
2021
Q2 		$611K Buy
27,137
+6,700
+33% +$161K 0.21% 159
2021
Q1 		$479K Buy
20,437
+2,000
+11% +$44.7K 0.15% 210
2020
Q4 		$369K Sell
18,437
-5,960
-24% -$102K 0.11% 269
2020
Q3 		$319K Buy
24,397
+7,747
+47% +$118K 0.1% 246
2020
Q2 		$272K Buy
+16,650
New +$224K 0.09% 287

Other funds holding FFWM

CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return

Algert Global's FFWM Position: Q1 2025 in Review

Algert Global sold out of First Foundation Inc (FFWM) in Q1 2025, closing a stake of 41,270 shares — an estimated $256K sold.

Algert Global first reported a position in FFWM in Q2 2020 and held it in 13 quarters. The position peaked at $2.3M in Q3 2023. 157 funds tracked by Wall St. Rank hold FFWM as of Q1 2025.

  • Algert Global reported no remaining First Foundation Inc position as of Q1 2025 after selling out during the quarter.
  • Algert Global sold 41,270 First Foundation Inc shares in Q1 2025, an estimated $256K.
  • Algert Global first reported a position in First Foundation Inc in Q2 2020 and held it in 13 quarters.
  • Algert Global's First Foundation Inc position peaked at $2.3M in Q3 2023.
  • 157 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2025.

Based on Algert Global's 13F filing for Q1 2025, filed 13 May 2025.