C
FFWM

Covestor’s First Foundation Inc FFWM Stock Holding History

Covestor’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 		$0 Hold
10
– – ﹤0.01% 2423
2025
Q4 		$0 Hold
10
– – ﹤0.01% 2405
2025
Q3 		$0 Hold
10
– – ﹤0.01% 2435
2025
Q2 		$0 Sell
10
-1
-9% -$5 ﹤0.01% 2379
2025
Q1 		$0 Hold
11
– – ﹤0.01% 2388
2024
Q4 		$0 Buy
11
+1
+10% +$7 ﹤0.01% 2398
2024
Q3 		$0 Sell
10
-1
-9% -$6 ﹤0.01% 2383
2024
Q2 		$0 Buy
11
+2
+22% +$12 ﹤0.01% 2398
2024
Q1 		$0 Buy
9
+2
+29% +$17 ﹤0.01% 2395
2023
Q4 		$0 Sell
7
-7
-50% -$45 ﹤0.01% 2306
2023
Q3 		$0 Sell
14
-351
-96% -$2.31K ﹤0.01% 2285
2023
Q2 		$1K Sell
365
-25
-6% -$129 ﹤0.01% 1938
2023
Q1 		$3K Buy
390
+274
+236% +$3.66K ﹤0.01% 1667
2022
Q4 		$2K Buy
116
+101
+673% +$1.56K ﹤0.01% 1769
2022
Q3 		$0 Sell
15
-22
-59% -$437 ﹤0.01% 2178
2022
Q2 		$1K Sell
37
-13
-26% -$288 ﹤0.01% 1719
2022
Q1 		$1K Buy
50
+29
+138% +$753 ﹤0.01% 1810
2021
Q4 		$1K Buy
+21
New +$559 ﹤0.01% 1746

Other funds holding FFWM

CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 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
BlackRock New York $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Covestor's FFWM Position: Q1 2026 in Review

Covestor held its First Foundation Inc (FFWM) position steady in Q1 2026 at 10 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2423.

Covestor first reported a position in FFWM in Q4 2021 and has held it in 18 quarters since. The position peaked at $3K in Q1 2023. 154 funds tracked by Wall St. Rank hold FFWM as of Q1 2026.

  • Covestor held 10 shares of First Foundation Inc worth $0 as of Q1 2026.
  • Covestor left its First Foundation Inc share count unchanged in Q1 2026.
  • First Foundation Inc made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2423 holding.
  • Covestor first reported a position in First Foundation Inc in Q4 2021 and has held it in 18 quarters since.
  • Covestor's First Foundation Inc position peaked at $3K in Q1 2023.
  • 154 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.