BPA
FFWM

Beacon Pointe Advisors’s First Foundation Inc FFWM Stock Holding History

Beacon Pointe Advisors’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
-40,100
Closed -$205K – 1428
2025
Q2 		$205K Hold
40,100
– – ﹤0.01% 1183
2025
Q1 		$208K Buy
40,100
+100
+0.3% +$536 ﹤0.01% 1142
2024
Q4 		$248K Hold
40,000
– – ﹤0.01% 1078
2024
Q3 		$250K Sell
40,000
-500
-1% -$3.2K ﹤0.01% 1088
2024
Q2 		$265K Hold
40,500
– – ﹤0.01% 1086
2024
Q1 		$306K Sell
40,500
-801
-2% -$6.86K ﹤0.01% 1105
2023
Q4 		$400K Hold
41,301
– – ﹤0.01% 972
2023
Q3 		$251K Buy
41,301
+15,301
+59% +$101K ﹤0.01% 1146
2023
Q2 		$103K Buy
26,000
+15,500
+148% +$79.9K ﹤0.01% 1048
2023
Q1 		$78.2K Buy
10,500
+251
+2% +$3.35K ﹤0.01% 1110
2022
Q4 		$147K Buy
10,249
+167
+2% +$2.59K ﹤0.01% 1014
2022
Q3 		$182K Buy
10,082
+82
+0.8% +$1.63K ﹤0.01% 937
2022
Q2 		$205K Buy
+10,000
New +$221K ﹤0.01% 963
2022
Q1 		– Sell
-15,000
Closed -$373K – 1213
2021
Q4 		$373K Buy
+15,000
New +$400K 0.01% 652
2021
Q3 		– Sell
-55,000
Closed -$1.24M – 924
2021
Q2 		$1.24M Buy
+55,000
New +$1.32M 0.04% 299

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
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Beacon Pointe Advisors's FFWM Position: Q3 2025 in Review

Beacon Pointe Advisors sold out of First Foundation Inc (FFWM) in Q3 2025, closing a stake of 40,100 shares — an estimated $205K sold.

Beacon Pointe Advisors first reported a position in FFWM in Q2 2021 and held it in 15 quarters. The position peaked at $1.24M in Q2 2021. 145 funds tracked by Wall St. Rank hold FFWM as of Q3 2025.

  • Beacon Pointe Advisors reported no remaining First Foundation Inc position as of Q3 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 40,100 First Foundation Inc shares in Q3 2025, an estimated $205K.
  • Beacon Pointe Advisors first reported a position in First Foundation Inc in Q2 2021 and held it in 15 quarters.
  • Beacon Pointe Advisors's First Foundation Inc position peaked at $1.24M in Q2 2021.
  • 145 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2025.

Based on Beacon Pointe Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.