Essential Partners’s First Foundation Inc FFWM Stock Holding History

Essential Partners’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	-1,127	Closed	-$6.65K	–	2893
2026 Q1	$6.65K	Hold	1,127	–	–	﹤0.01%	1451
2025 Q4	$6.94K	Buy	1,127 +5	+0.4%	+$28	﹤0.01%	1301
2025 Q3	$6.25K	Buy	1,122 +1,104	+6,133%	+$6.09K	﹤0.01%	1345
2025 Q2	$92	Buy	+18	New	+$92	﹤0.01%	2077

Essential Partners's FFWM Position: Q2 2026 in Review

Essential Partners sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 1,127 shares — an estimated $6.65K sold.

Essential Partners first reported a position in FFWM in Q2 2025 and held it in 4 quarters. The position peaked at $6.94K in Q4 2025. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.

Essential Partners reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
Essential Partners sold 1,127 First Foundation Inc shares in Q2 2026, an estimated $6.65K.
Essential Partners first reported a position in First Foundation Inc in Q2 2025 and held it in 4 quarters.
Essential Partners's First Foundation Inc position peaked at $6.94K in Q4 2025.
0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.