Capital Market Strategies’s First Foundation Inc FFWM Stock Holding History

Capital Market Strategies’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	$61.8K	Hold	12,110	–	–	0.04%	138
2025 Q1	$62.9K	Hold	12,110	–	–	0.04%	142
2024 Q4	$75.2K	Hold	12,110	–	–	0.04%	153
2024 Q3	$75.6K	Hold	12,110	–	–	0.05%	149
2024 Q2	$79.3K	Hold	12,110	–	–	0.05%	149
2024 Q1	$91.4K	Hold	12,110	–	–	0.07%	144
2023 Q4	$117K	Hold	12,110	–	–	0.1%	145
2023 Q3	$68.5K	Hold	12,110	–	–	0.07%	139
2023 Q2	$48.1K	Buy	+12,110	New	+$62.4K	0.04%	140
2023 Q1	–	Sell	-12,110	Closed	-$174K	–	67
2022 Q4	$174K	Hold	12,110	–	–	0.19%	131
2022 Q3	$220K	Hold	12,110	–	–	0.25%	109
2022 Q2	$248K	Hold	12,110	–	–	0.26%	105
2022 Q1	$294K	Hold	12,110	–	–	0.25%	105
2021 Q4	$301K	Buy	+12,110	New	+$323K	0.25%	106

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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Market Strategies's FFWM Position: Q2 2025 in Review

Capital Market Strategies held its First Foundation Inc (FFWM) position steady in Q2 2025 at 12,110 shares worth $61.8K. The position accounts for 0.04% of the portfolio, ranked #138.

Capital Market Strategies first reported a position in FFWM in Q4 2021 and has held it in 14 quarters since. The position peaked at $301K in Q4 2021. 151 funds tracked by Wall St. Rank hold FFWM as of Q2 2025.

Capital Market Strategies held 12,110 shares of First Foundation Inc worth $61.8K as of Q2 2025.
Capital Market Strategies left its First Foundation Inc share count unchanged in Q2 2025.
First Foundation Inc made up 0.04% of Capital Market Strategies's portfolio in Q2 2025, its #138 holding.
Capital Market Strategies first reported a position in First Foundation Inc in Q4 2021 and has held it in 14 quarters since.
Capital Market Strategies's First Foundation Inc position peaked at $301K in Q4 2021.
151 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2025.

Based on Capital Market Strategies's 13F filing for Q2 2025, filed 2 Jul 2025.