EF
FFWM

Empowered Funds’s First Foundation Inc FFWM Stock Holding History

Empowered Funds’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
Q1 		– Sell
-55,382
Closed -$344K – 1679
2024
Q4 		$344K Buy
55,382
+2,722
+5% +$19.6K 0.01% 1325
2024
Q3 		$329K Buy
52,660
+2,680
+5% +$17.1K 0.01% 1232
2024
Q2 		$327K Buy
49,980
+3,600
+8% +$22.1K 0.01% 1177
2024
Q1 		$350K Buy
46,380
+3,500
+8% +$30K 0.01% 1170
2023
Q4 		$415K Buy
42,880
+3,840
+10% +$24.5K 0.01% 1029
2023
Q3 		$237K Buy
39,040
+3,160
+9% +$20.8K 0.01% 1112
2023
Q2 		$142K Buy
+35,880
New +$185K 0.01% 1092

Other funds holding FFWM

CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Empowered Funds's FFWM Position: Q1 2025 in Review

Empowered Funds sold out of First Foundation Inc (FFWM) in Q1 2025, closing a stake of 55,382 shares — an estimated $344K sold.

Empowered Funds first reported a position in FFWM in Q2 2023 and held it in 7 quarters. The position peaked at $415K in Q4 2023. 157 funds tracked by Wall St. Rank hold FFWM as of Q1 2025.

  • Empowered Funds reported no remaining First Foundation Inc position as of Q1 2025 after selling out during the quarter.
  • Empowered Funds sold 55,382 First Foundation Inc shares in Q1 2025, an estimated $344K.
  • Empowered Funds first reported a position in First Foundation Inc in Q2 2023 and held it in 7 quarters.
  • Empowered Funds's First Foundation Inc position peaked at $415K in Q4 2023.
  • 157 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2025.

Based on Empowered Funds's 13F filing for Q1 2025, filed 16 May 2025.