Corient Private Wealth’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
-27,774
Closed -$164K 3111
2026
Q1
$164K Buy
+27,774
New +$169K ﹤0.01% 2606

Corient Private Wealth's FFWM Position: Q2 2026 in Review

Corient Private Wealth sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 27,774 shares — an estimated $164K sold.

Corient Private Wealth first reported a position in FFWM in Q1 2026 and held it in 1 quarter. The position peaked at $164K in Q1 2026. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.

  • Corient Private Wealth reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 27,774 First Foundation Inc shares in Q2 2026, an estimated $164K.
  • Corient Private Wealth first reported a position in First Foundation Inc in Q1 2026 and held it in 1 quarter.
  • Corient Private Wealth's First Foundation Inc position peaked at $164K in Q1 2026.
  • 0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.