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

Evolution 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
2026 Q2	–	Sell	-4	Closed	-$24	–	946
2026 Q1	$24	Hold	4	–	–	﹤0.01%	851
2025 Q4	$25	Hold	4	–	–	﹤0.01%	745
2025 Q3	$22	Hold	4	–	–	﹤0.01%	590
2025 Q2	$20	Buy	+4	New	+$20	﹤0.01%	578

Evolution Wealth Management's FFWM Position: Q2 2026 in Review

Evolution Wealth Management sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 4 shares — an estimated $24 sold.

Evolution Wealth Management first reported a position in FFWM in Q2 2025 and held it in 4 quarters. The position peaked at $25 in Q4 2025. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.

Evolution Wealth Management reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
Evolution Wealth Management sold 4 First Foundation Inc shares in Q2 2026, an estimated $24.
Evolution Wealth Management first reported a position in First Foundation Inc in Q2 2025 and held it in 4 quarters.
Evolution Wealth Management's First Foundation Inc position peaked at $25 in Q4 2025.
0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.