Coppell Advisory Solutions’s First Foundation Inc FFWM Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-851	Closed	-$5.09K	–	848
2024 Q4	$5.09K	Hold	851	–	–	﹤0.01%	1319
2024 Q3	$5.17K	Hold	851	–	–	﹤0.01%	1246
2024 Q2	$5.57K	Buy	+851	New	+$5.21K	﹤0.01%	1176
2023 Q4	$8.24K	Sell	851 -12,289	-94%	-$78.3K	﹤0.01%	979
2023 Q3	$188K	Buy	13,140 +13,086	+24,233%	+$86.3K	0.06%	164
2023 Q2	$218	Buy	+54	New	+$278	﹤0.01%	1318
2023 Q1	–	Sell	-13,140	Closed	-$188K	–	506
2022 Q4	$188K	Buy	+13,140	New	+$203K	0.06%	169

Other funds holding FFWM

CCA

Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SVBP

Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

FIG

Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Coppell Advisory Solutions's FFWM Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of First Foundation Inc (FFWM) in Q1 2025, closing a stake of 851 shares — an estimated $5.09K sold.

Coppell Advisory Solutions first reported a position in FFWM in Q4 2022 and held it in 7 quarters. The position peaked at $188K in Q3 2023. 157 funds tracked by Wall St. Rank hold FFWM as of Q1 2025.

Coppell Advisory Solutions reported no remaining First Foundation Inc position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 851 First Foundation Inc shares in Q1 2025, an estimated $5.09K.
Coppell Advisory Solutions first reported a position in First Foundation Inc in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's First Foundation Inc position peaked at $188K in Q3 2023.
157 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.