CAWM
FFWM

Capital A Wealth Management’s First Foundation Inc FFWM Stock Holding History

Capital A Wealth Management’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 		$716 Buy
+74
New +$379 0.01% 388

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

Capital A Wealth Management's FFWM Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in First Foundation Inc (FFWM) in Q2 2025: 74 shares worth $716. The stake represents 0.01% of the portfolio and ranks #388 among its holdings.

151 funds tracked by Wall St. Rank hold FFWM as of Q2 2025.

  • Capital A Wealth Management held 74 shares of First Foundation Inc worth $716 as of Q2 2025.
  • First Foundation Inc was a new Capital A Wealth Management position in Q2 2025.
  • First Foundation Inc made up 0.01% of Capital A Wealth Management's portfolio in Q2 2025, its #388 holding.
  • 151 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.