BFG
FFWM

Bleakley Financial Group’s First Foundation Inc FFWM Stock Holding History

Bleakley Financial Group’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
-16,917
Closed -$105K – 675
2024
Q4 		$105K Sell
16,917
-1,645
-9% -$11.9K ﹤0.01% 990
2024
Q3 		$116K Sell
18,562
-11,372
-38% -$72.7K ﹤0.01% 959
2024
Q2 		$196K Buy
+29,934
New +$183K 0.01% 901

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 $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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Bleakley Financial Group's FFWM Position: Q1 2025 in Review

Bleakley Financial Group sold out of First Foundation Inc (FFWM) in Q1 2025, closing a stake of 16,917 shares — an estimated $105K sold.

Bleakley Financial Group first reported a position in FFWM in Q2 2024 and held it in 3 quarters. The position peaked at $196K in Q2 2024. 157 funds tracked by Wall St. Rank hold FFWM as of Q1 2025.

  • Bleakley Financial Group reported no remaining First Foundation Inc position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 16,917 First Foundation Inc shares in Q1 2025, an estimated $105K.
  • Bleakley Financial Group first reported a position in First Foundation Inc in Q2 2024 and held it in 3 quarters.
  • Bleakley Financial Group's First Foundation Inc position peaked at $196K in Q2 2024.
  • 157 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.