EWM
FFWM

Empirical Wealth Management’s First Foundation Inc FFWM Stock Holding History

Empirical Wealth Management’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
2025
Q2 		– Sell
-17,347
Closed -$90K – 709
2025
Q1 		$90K Sell
17,347
-2,415
-12% -$12.9K ﹤0.01% 638
2024
Q4 		$123K Hold
19,762
– – ﹤0.01% 597
2024
Q3 		$123K Hold
19,762
– – ﹤0.01% 552
2024
Q2 		$129K Hold
19,762
– – ﹤0.01% 549
2024
Q1 		$149K Hold
19,762
– – ﹤0.01% 516
2023
Q4 		$191K Hold
19,762
– – 0.01% 480
2023
Q3 		$120K Buy
+19,762
New +$130K ﹤0.01% 452

Other funds holding FFWM

CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Empirical Wealth Management's FFWM Position: Q2 2025 in Review

Empirical Wealth Management sold out of First Foundation Inc (FFWM) in Q2 2025, closing a stake of 17,347 shares — an estimated $90K sold.

Empirical Wealth Management first reported a position in FFWM in Q3 2023 and held it in 7 quarters. The position peaked at $191K in Q4 2023. 151 funds tracked by Wall St. Rank hold FFWM as of Q2 2025.

  • Empirical Wealth Management reported no remaining First Foundation Inc position as of Q2 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 17,347 First Foundation Inc shares in Q2 2025, an estimated $90K.
  • Empirical Wealth Management first reported a position in First Foundation Inc in Q3 2023 and held it in 7 quarters.
  • Empirical Wealth Management's First Foundation Inc position peaked at $191K in Q4 2023.
  • 151 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2025.

Based on Empirical Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.