Creative Planning
FFWM

Creative Planning’s First Foundation Inc FFWM Stock Holding History

Creative Planning’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 		$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

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

Creative Planning's FFWM Position: Q1 2026 in Review

Creative Planning reduced its First Foundation Inc (FFWM) stake by 3.6% in Q1 2026, selling an estimated $38.3K and leaving 169,047 shares worth $997K. The position accounts for ﹤0.01% of the portfolio, ranked #2456.

Creative Planning first reported a position in FFWM in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.08M in Q4 2025. 154 funds tracked by Wall St. Rank hold FFWM as of Q1 2026.

  • Creative Planning held 169,047 shares of First Foundation Inc worth $997K as of Q1 2026.
  • Creative Planning sold 6,309 First Foundation Inc shares in Q1 2026, an estimated $38.3K.
  • First Foundation Inc made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2456 holding.
  • Creative Planning first reported a position in First Foundation Inc in Q4 2017 and has held it in 17 quarters since.
  • Creative Planning's First Foundation Inc position peaked at $1.08M in Q4 2025.
  • 154 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.