BIA
FFWM

Bell Investment Advisors’s First Foundation Inc FFWM Stock Holding History

Bell Investment 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
Q2 		– Sell
-102
Closed -$530 – 1919
2025
Q1 		$530 Buy
+102
New +$547 ﹤0.01% 1729

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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return

Bell Investment Advisors's FFWM Position: Q2 2025 in Review

Bell Investment Advisors sold out of First Foundation Inc (FFWM) in Q2 2025, closing a stake of 102 shares — an estimated $530 sold.

Bell Investment Advisors first reported a position in FFWM in Q1 2025 and held it in 1 quarter. The position peaked at $530 in Q1 2025. 151 funds tracked by Wall St. Rank hold FFWM as of Q2 2025.

  • Bell Investment Advisors reported no remaining First Foundation Inc position as of Q2 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 102 First Foundation Inc shares in Q2 2025, an estimated $530.
  • Bell Investment Advisors first reported a position in First Foundation Inc in Q1 2025 and held it in 1 quarter.
  • Bell Investment Advisors's First Foundation Inc position peaked at $530 in Q1 2025.
  • 151 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2025.

Based on Bell Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.