Bank of Montreal
FFWM

Bank of Montreal’s First Foundation Inc FFWM Stock Holding History

Bank of Montreal’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
-12,721
Closed -$79K – 3574
2024
Q4 		$79K Sell
12,721
-953
-7% -$6.88K ﹤0.01% 3008
2024
Q3 		$83.1K Buy
13,674
+551
+4% +$3.52K ﹤0.01% 3298
2024
Q2 		$86.3K Buy
13,123
+687
+6% +$4.21K ﹤0.01% 3281
2024
Q1 		$93.9K Buy
12,436
+226
+2% +$1.93K ﹤0.01% 3297
2023
Q4 		$121K Sell
12,210
-2,339
-16% -$14.9K ﹤0.01% 3324
2023
Q3 		$117K Sell
14,549
-2,805
-16% -$18.5K ﹤0.01% 3240
2023
Q2 		$85.1K Buy
+17,354
New +$89.4K ﹤0.01% 3487
2021
Q2 		– Sell
-3,035
Closed -$70K – 4086
2021
Q1 		$70K Sell
3,035
-5,059
-63% -$113K ﹤0.01% 3555
2020
Q4 		$173K Buy
8,094
+4,295
+113% +$73.2K ﹤0.01% 3304
2020
Q3 		$52K Sell
3,799
-1,310
-26% -$19.9K ﹤0.01% 3407
2020
Q2 		$77K Buy
5,109
+3,141
+160% +$42.2K ﹤0.01% 3218
2020
Q1 		$20K Sell
1,968
-2,997
-60% -$44.3K ﹤0.01% 3244
2019
Q4 		$86K Buy
4,965
+1,535
+45% +$24.7K ﹤0.01% 3573
2019
Q3 		$52K Buy
3,430
+183
+6% +$2.63K ﹤0.01% 3604
2019
Q2 		$44K Buy
+3,247
New +$44.8K ﹤0.01% 3756
2019
Q1 		– Sell
-542
Closed -$7K – 4446
2018
Q4 		$7K Buy
542
+279
+106% +$4.21K ﹤0.01% 3985
2018
Q3 		$4K Buy
263
+24
+10% +$404 ﹤0.01% 4162
2018
Q2 		$4K Sell
239
-7,179
-97% -$136K ﹤0.01% 4170
2018
Q1 		$138K Hold
7,418
– – ﹤0.01% 2817
2017
Q4 		$138K Hold
7,418
– – ﹤0.01% 2859
2017
Q3 		$132K Sell
7,418
-1,538
-17% -$26.1K ﹤0.01% 2858
2017
Q2 		$148K Hold
8,956
– – ﹤0.01% 2803
2017
Q1 		$138K Buy
+8,956
New +$137K ﹤0.01% 2658

Other funds holding FFWM

CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 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 $186M AUM 18.51% 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 $508M AUM 21.31% 1-Year Est. Return

Bank of Montreal's FFWM Position: Q1 2025 in Review

Bank of Montreal sold out of First Foundation Inc (FFWM) in Q1 2025, closing a stake of 12,721 shares — an estimated $79K sold.

Bank of Montreal first reported a position in FFWM in Q1 2017 and held it in 23 quarters. The position peaked at $173K in Q4 2020. 157 funds tracked by Wall St. Rank hold FFWM as of Q1 2025.

  • Bank of Montreal reported no remaining First Foundation Inc position as of Q1 2025 after selling out during the quarter.
  • Bank of Montreal sold 12,721 First Foundation Inc shares in Q1 2025, an estimated $79K.
  • Bank of Montreal first reported a position in First Foundation Inc in Q1 2017 and held it in 23 quarters.
  • Bank of Montreal's First Foundation Inc position peaked at $173K in Q4 2020.
  • 157 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2025.

Based on Bank of Montreal's 13F filing for Q1 2025, filed 13 May 2025.