Creative Planning’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 |
-169,047
| Closed | -$997K | – | 4344 |
|
|
2026
Q1 | $997K | Sell |
169,047
-6,309
| -4% | -$38.3K | ﹤0.01% | 2456 |
|
|
2025
Q4 | $1.08M | Buy |
175,356
+35,512
| +25% | +$199K | ﹤0.01% | 2216 |
|
|
2025
Q3 | $779K | Buy |
139,844
+61,066
| +78% | +$337K | ﹤0.01% | 2352 |
|
|
2025
Q2 | $402K | Buy |
78,778
+48,754
| +162% | +$250K | ﹤0.01% | 2652 |
|
|
2025
Q1 | $156K | Buy |
30,024
+9,336
| +45% | +$50.1K | ﹤0.01% | 3144 |
|
|
2024
Q4 | $128K | Buy |
20,688
+4,225
| +26% | +$30.5K | ﹤0.01% | 3100 |
|
|
2024
Q3 | $103K | Buy |
16,463
+4,336
| +36% | +$27.7K | ﹤0.01% | 3015 |
|
|
2024
Q2 | $79.4K | Buy |
+12,127
| New | +$74.3K | ﹤0.01% | 2882 |
|
|
2020
Q2 | – | Sell |
-14,309
| Closed | -$146K | – | 2052 |
|
|
2020
Q1 | $146K | Hold |
14,309
| – | – | ﹤0.01% | 1461 |
|
|
2019
Q4 | $249K | Sell |
14,309
-5,000
| -26% | -$80.5K | ﹤0.01% | 1504 |
|
|
2019
Q3 | $295K | Buy |
19,309
+5,000
| +35% | +$71.8K | ﹤0.01% | 1373 |
|
|
2019
Q2 | $192K | Hold |
14,309
| – | – | ﹤0.01% | 1629 |
|
|
2019
Q1 | $194K | Hold |
14,309
| – | – | ﹤0.01% | 1599 |
|
|
2018
Q4 | $184K | Sell |
14,309
-5,000
| -26% | -$75.5K | ﹤0.01% | 1519 |
|
|
2018
Q3 | $302K | Hold |
19,309
| – | – | ﹤0.01% | 1390 |
|
|
2018
Q2 | $358K | Buy |
+19,309
| New | +$366K | ﹤0.01% | 1260 |
|
|
2018
Q1 | – | Sell |
-15,284
| Closed | -$283K | – | 2063 |
|
|
2017
Q4 | $283K | Buy |
+15,284
| New | +$282K | ﹤0.01% | 1398 |
|
Creative Planning's FFWM Position: Q2 2026 in Review
Creative Planning sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 169,047 shares — an estimated $997K sold.
Creative Planning first reported a position in FFWM in Q4 2017 and held it in 17 quarters. The position peaked at $1.08M in Q4 2025. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.
- Creative Planning reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
- Creative Planning sold 169,047 First Foundation Inc shares in Q2 2026, an estimated $997K.
- Creative Planning first reported a position in First Foundation Inc in Q4 2017 and held it in 17 quarters.
- Creative Planning's First Foundation Inc position peaked at $1.08M in Q4 2025.
- 0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.