Cerity Partners’s First Foundation Inc FFWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-37,781
| Closed | -$223K | – | 3465 |
|
|
2026
Q1 | $223K | Buy |
37,781
+312
| +0.8% | +$1.89K | ﹤0.01% | 2813 |
|
|
2025
Q4 | $231K | Buy |
37,469
+13,710
| +58% | +$76.7K | ﹤0.01% | 2554 |
|
|
2025
Q3 | $132K | Sell |
23,759
-1,078
| -4% | -$5.95K | ﹤0.01% | 2588 |
|
|
2025
Q2 | $127K | Buy |
24,837
+34
| +0.1% | +$174 | ﹤0.01% | 2445 |
|
|
2025
Q1 | $129K | Sell |
24,803
-3,250
| -12% | -$17.4K | ﹤0.01% | 2290 |
|
|
2024
Q4 | $174K | Sell |
28,053
-42
| -0.1% | -$303 | ﹤0.01% | 2258 |
|
|
2024
Q3 | $175K | Buy |
28,095
+1,682
| +6% | +$10.8K | ﹤0.01% | 2347 |
|
|
2024
Q2 | $173K | Sell |
26,413
-3,565
| -12% | -$21.8K | ﹤0.01% | 2051 |
|
|
2024
Q1 | $226K | Buy |
29,978
+5,431
| +22% | +$46.5K | ﹤0.01% | 2043 |
|
|
2023
Q4 | $238K | Sell |
24,547
-8
| -0% | -$51 | ﹤0.01% | 1641 |
|
|
2023
Q3 | $149K | Buy |
24,555
+7,182
| +41% | +$47.4K | ﹤0.01% | 1306 |
|
|
2023
Q2 | $69K | Buy |
+17,373
| New | +$89.5K | ﹤0.01% | 1560 |
|
|
2023
Q1 | – | Sell |
-15,178
| Closed | -$218K | – | 1867 |
|
|
2022
Q4 | $218K | Buy |
+15,178
| New | +$235K | ﹤0.01% | 1296 |
|
Cerity Partners's FFWM Position: Q2 2026 in Review
Cerity Partners sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 37,781 shares — an estimated $223K sold.
Cerity Partners first reported a position in FFWM in Q4 2022 and held it in 13 quarters. The position peaked at $238K in Q4 2023. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.
- Cerity Partners reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
- Cerity Partners sold 37,781 First Foundation Inc shares in Q2 2026, an estimated $223K.
- Cerity Partners first reported a position in First Foundation Inc in Q4 2022 and held it in 13 quarters.
- Cerity Partners's First Foundation Inc position peaked at $238K in Q4 2023.
- 0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.