Carson Wealth (CWM LLC)
FFWM

Carson Wealth (CWM LLC)’s First Foundation Inc FFWM Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$58.1K Sell
9,848
-46
-0.5% -$279 ﹤0.01% 3700
2025
Q4 		$61K Buy
9,894
+427
+5% +$2.39K ﹤0.01% 3447
2025
Q3 		$53K Buy
9,467
+1,727
+22% +$9.53K ﹤0.01% 3484
2025
Q2 		$39K Buy
7,740
+465
+6% +$2.38K ﹤0.01% 3463
2025
Q1 		$38K Buy
7,275
+343
+5% +$1.84K ﹤0.01% 3201
2024
Q4 		$43K Sell
6,932
-357
-5% -$2.58K ﹤0.01% 2914
2024
Q3 		$45K Sell
7,289
-1,218
-14% -$7.79K ﹤0.01% 2765
2024
Q2 		$56K Buy
8,507
+9
+0.1% +$55 ﹤0.01% 2397
2024
Q1 		$64K Hold
8,498
– – ﹤0.01% 2140
2023
Q4 		$82K Sell
8,498
-624
-7% -$3.98K ﹤0.01% 1871
2023
Q3 		$55K Buy
9,122
+561
+7% +$3.7K ﹤0.01% 2001
2023
Q2 		$34K Buy
8,561
+6,887
+411% +$35.5K ﹤0.01% 2267
2023
Q1 		$12K Buy
1,674
+1,450
+647% +$19.4K ﹤0.01% 2849
2022
Q4 		$3K Buy
224
+76
+51% +$1.18K ﹤0.01% 3404
2022
Q3 		$3K Buy
148
+63
+74% +$1.25K ﹤0.01% 3295
2022
Q2 		$2K Hold
85
– – ﹤0.01% 3328
2022
Q1 		$2K Buy
+85
New +$2.21K ﹤0.01% 3164

Other funds holding FFWM

CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 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 $6.73T AUM 46.02% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FFWM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its First Foundation Inc (FFWM) stake by 0.46% in Q1 2026, selling an estimated $279 and leaving 9,848 shares worth $58.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3700.

Carson Wealth (CWM LLC) first reported a position in FFWM in Q1 2022 and has held it in 17 quarters since. The position peaked at $82K in Q4 2023. 154 funds tracked by Wall St. Rank hold FFWM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,848 shares of First Foundation Inc worth $58.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 46 First Foundation Inc shares in Q1 2026, an estimated $279.
  • First Foundation Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3700 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Foundation Inc in Q1 2022 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s First Foundation Inc position peaked at $82K in Q4 2023.
  • 154 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.