Allworth Financial’s First Foundation Inc FFWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-2,247
| Closed | -$13.3K | – | 5243 |
|
|
2026
Q1 | $13.3K | Sell |
2,247
-2,727
| -55% | -$16.5K | ﹤0.01% | 3303 |
|
|
2025
Q4 | $30.6K | Buy |
4,974
+121
| +2% | +$677 | ﹤0.01% | 2525 |
|
|
2025
Q3 | $27K | Buy |
4,853
+400
| +9% | +$2.21K | ﹤0.01% | 2519 |
|
|
2025
Q2 | $22.7K | Buy |
4,453
+8
| +0.2% | +$41 | ﹤0.01% | 2441 |
|
|
2025
Q1 | $22.5K | Buy |
4,445
+50
| +1% | +$268 | ﹤0.01% | 2008 |
|
|
2024
Q4 | $26.9K | Hold |
4,395
| – | – | ﹤0.01% | 1918 |
|
|
2024
Q3 | $27.4K | Hold |
4,395
| – | – | ﹤0.01% | 1715 |
|
|
2024
Q2 | $28.9K | Buy |
4,395
+2
| +0% | +$12 | ﹤0.01% | 1643 |
|
|
2024
Q1 | $33.2K | Buy |
4,393
+1,001
| +30% | +$8.57K | ﹤0.01% | 1487 |
|
|
2023
Q4 | $32.8K | Hold |
3,392
| – | – | ﹤0.01% | 1377 |
|
|
2023
Q3 | $20.6K | Buy |
3,392
+2
| +0.1% | +$13 | ﹤0.01% | 1492 |
|
|
2023
Q2 | $13.5K | Sell |
3,390
-282
| -8% | -$1.45K | ﹤0.01% | 1757 |
|
|
2023
Q1 | $27.4K | Sell |
3,672
-718
| -16% | -$9.59K | ﹤0.01% | 1295 |
|
|
2022
Q4 | $62.9K | Buy |
4,390
+1,009
| +30% | +$15.6K | ﹤0.01% | 938 |
|
|
2022
Q3 | $61K | Sell |
3,381
-27
| -0.8% | -$536 | ﹤0.01% | 895 |
|
|
2022
Q2 | $70K | Buy |
3,408
+32
| +0.9% | +$708 | ﹤0.01% | 802 |
|
|
2022
Q1 | $82K | Buy |
3,376
+2
| +0.1% | +$52 | ﹤0.01% | 770 |
|
|
2021
Q4 | $84K | Buy |
3,374
+2
| +0.1% | +$53 | ﹤0.01% | 716 |
|
|
2021
Q3 | $89K | Buy |
3,372
+1
| +0% | +$24 | ﹤0.01% | 639 |
|
|
2021
Q2 | $76K | Buy |
3,371
+2
| +0.1% | +$48 | ﹤0.01% | 528 |
|
|
2021
Q1 | $79K | Buy |
3,369
+2
| +0.1% | +$45 | ﹤0.01% | 485 |
|
|
2020
Q4 | $67K | Buy |
3,367
+2
| +0.1% | +$34 | ﹤0.01% | 426 |
|
|
2020
Q3 | $44K | Buy |
3,365
+2
| +0.1% | +$30 | ﹤0.01% | 440 |
|
|
2020
Q2 | $55K | Buy |
3,363
+2
| +0.1% | +$27 | ﹤0.01% | 399 |
|
|
2020
Q1 | $34K | Buy |
3,361
+3
| +0.1% | +$44 | ﹤0.01% | 467 |
|
|
2019
Q4 | $58K | Buy |
3,358
+1
| +0% | +$16 | ﹤0.01% | 344 |
|
|
2019
Q3 | $51K | Buy |
3,357
+2
| +0.1% | +$29 | ﹤0.01% | 322 |
|
|
2019
Q2 | $45K | Buy |
3,355
+1
| +0% | +$14 | ﹤0.01% | 338 |
|
|
2019
Q1 | $46K | Buy |
3,354
+2
| +0.1% | +$29 | ﹤0.01% | 321 |
|
|
2018
Q4 | $43K | Hold |
3,352
| – | – | ﹤0.01% | 302 |
|
|
2018
Q3 | $52K | Hold |
3,352
| – | – | ﹤0.01% | 287 |
|
|
2018
Q2 | $62K | Hold |
3,352
| – | – | ﹤0.01% | 257 |
|
|
2018
Q1 | $62K | Hold |
3,352
| – | – | ﹤0.01% | 223 |
|
|
2017
Q4 | $62K | Buy |
+3,352
| New | +$61.9K | ﹤0.01% | 217 |
|
Allworth Financial's FFWM Position: Q2 2026 in Review
Allworth Financial sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 2,247 shares — an estimated $13.3K sold.
Allworth Financial first reported a position in FFWM in Q4 2017 and held it in 34 quarters. The position peaked at $89K in Q3 2021. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.
- Allworth Financial reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
- Allworth Financial sold 2,247 First Foundation Inc shares in Q2 2026, an estimated $13.3K.
- Allworth Financial first reported a position in First Foundation Inc in Q4 2017 and held it in 34 quarters.
- Allworth Financial's First Foundation Inc position peaked at $89K in Q3 2021.
- 0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.