Caprock Group’s First Foundation Inc FFWM Stock Holding History

Caprock 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
2026 Q2	–	Sell	-41,272	Closed	-$244K	–	1271
2026 Q1	$244K	Buy	41,272 +8,245	+25%	+$50K	0.01%	986
2025 Q4	$203K	Buy	+33,027	New	+$185K	﹤0.01%	1116

Caprock Group's FFWM Position: Q2 2026 in Review

Caprock Group sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 41,272 shares — an estimated $244K sold.

Caprock Group first reported a position in FFWM in Q4 2025 and held it in 2 quarters. The position peaked at $244K in Q1 2026. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.

Caprock Group reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
Caprock Group sold 41,272 First Foundation Inc shares in Q2 2026, an estimated $244K.
Caprock Group first reported a position in First Foundation Inc in Q4 2025 and held it in 2 quarters.
Caprock Group's First Foundation Inc position peaked at $244K in Q1 2026.
0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.