EverSource Wealth Advisors’s First Foundation Inc FFWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-434
| Closed | -$2.56K | – | 4450 |
|
|
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 |
|
EverSource Wealth Advisors's FFWM Position: Q2 2026 in Review
EverSource Wealth Advisors sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 434 shares — an estimated $2.56K sold.
EverSource Wealth Advisors first reported a position in FFWM in Q4 2022 and held it in 12 quarters. The position peaked at $7.41K in Q4 2023. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.
- EverSource Wealth Advisors reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
- EverSource Wealth Advisors sold 434 First Foundation Inc shares in Q2 2026, an estimated $2.56K.
- EverSource Wealth Advisors first reported a position in First Foundation Inc in Q4 2022 and held it in 12 quarters.
- EverSource Wealth Advisors's First Foundation Inc position peaked at $7.41K in Q4 2023.
- 0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.
Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.