EWA
FFWM

EverSource Wealth Advisors’s First Foundation Inc FFWM Stock Holding History

EverSource Wealth Advisors’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 		$2.56K Sell
434
-136
-24% -$825 ﹤0.01% 3553
2025
Q4 		$3.51K Buy
570
+115
+25% +$644 ﹤0.01% 3267
2025
Q3 		$2.54K Sell
455
-362
-44% -$2K ﹤0.01% 3445
2025
Q2 		$4.17K Buy
817
+565
+224% +$2.89K ﹤0.01% 3235
2025
Q1 		$1.31K Hold
252
– – ﹤0.01% 3119
2024
Q4 		$1.56K Hold
252
– – ﹤0.01% 2806
2024
Q3 		$1.57K Hold
252
– – ﹤0.01% 2610
2024
Q2 		$1.76K Hold
252
– – ﹤0.01% 2589
2024
Q1 		$1.38K Sell
252
-513
-67% -$4.39K ﹤0.01% 2484
2023
Q4 		$7.41K Buy
765
+414
+118% +$2.64K ﹤0.01% 1697
2023
Q3 		$2.13K Buy
+351
New +$2.31K ﹤0.01% 1983
2023
Q1 		– Sell
-417
Closed -$5.98K – 2437
2022
Q4 		$5.98K Buy
+417
New +$6.46K ﹤0.01% 1534

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

EverSource Wealth Advisors's FFWM Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its First Foundation Inc (FFWM) stake by 24% in Q1 2026, selling an estimated $825 and leaving 434 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #3553.

EverSource Wealth Advisors first reported a position in FFWM in Q4 2022 and has held it in 12 quarters since. The position peaked at $7.41K in Q4 2023. 154 funds tracked by Wall St. Rank hold FFWM as of Q1 2026.

  • EverSource Wealth Advisors held 434 shares of First Foundation Inc worth $2.56K as of Q1 2026.
  • EverSource Wealth Advisors sold 136 First Foundation Inc shares in Q1 2026, an estimated $825.
  • First Foundation Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3553 holding.
  • EverSource Wealth Advisors first reported a position in First Foundation Inc in Q4 2022 and has held it in 12 quarters since.
  • EverSource Wealth Advisors's First Foundation Inc position peaked at $7.41K in Q4 2023.
  • 154 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.