Avion Wealth’s First Foundation Inc FFWM Stock Holding History

Avion Wealth’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 Q3	–	Sell	-107	Closed	–	–	1308
2025 Q2	$0	Buy	+107	New	+$548	﹤0.01%	1309

Other funds holding FFWM

CCA

Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

SVBP

Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avion Wealth's FFWM Position: Q3 2025 in Review

Avion Wealth sold out of First Foundation Inc (FFWM) in Q3 2025, closing a stake of 107 shares.

Avion Wealth first reported a position in FFWM in Q2 2025 and held it in 1 quarter. The position peaked at $0 in Q2 2025. 145 funds tracked by Wall St. Rank hold FFWM as of Q3 2025.

Avion Wealth reported no remaining First Foundation Inc position as of Q3 2025 after selling out during the quarter.
Avion Wealth sold 107 First Foundation Inc shares in Q3 2025.
Avion Wealth first reported a position in First Foundation Inc in Q2 2025 and held it in 1 quarter.
Avion Wealth's First Foundation Inc position peaked at $0 in Q2 2025.
145 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2025.

Based on Avion Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.