Cypress Wealth Services’s First Foundation Inc FFWM Stock Holding History

Cypress Wealth Services’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 Q2	–	Sell	-16,283	Closed	-$96.1K	–	441
2026 Q1	$96.1K	Hold	16,283	–	–	0.01%	388
2025 Q4	$100K	Buy	+16,283	New	+$91.2K	0.01%	380

Cypress Wealth Services's FFWM Position: Q2 2026 in Review

Cypress Wealth Services sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 16,283 shares — an estimated $96.1K sold.

Cypress Wealth Services first reported a position in FFWM in Q4 2025 and held it in 2 quarters. The position peaked at $100K in Q4 2025. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.

Cypress Wealth Services reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
Cypress Wealth Services sold 16,283 First Foundation Inc shares in Q2 2026, an estimated $96.1K.
Cypress Wealth Services first reported a position in First Foundation Inc in Q4 2025 and held it in 2 quarters.
Cypress Wealth Services's First Foundation Inc position peaked at $100K in Q4 2025.
0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.