Farther Finance 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
Q1
Sell
-6,565
Closed -$40.4K 5806
2025
Q4
$40.4K Buy
6,565
+1,182
+22% +$6.62K ﹤0.01% 2956
2025
Q3
$30K Buy
5,383
+30
+0.6% +$166 ﹤0.01% 2769
2025
Q2
$27.3K Buy
5,353
+215
+4% +$1.1K ﹤0.01% 2480
2025
Q1
$26.8K Buy
5,138
+49
+1% +$263 ﹤0.01% 2229
2024
Q4
$31.6K Buy
5,089
+4,424
+665% +$31.9K ﹤0.01% 1880
2024
Q3
$4.15K Hold
665
﹤0.01% 2722
2024
Q2
$4.3K Buy
665
+20
+3% +$123 ﹤0.01% 2465
2024
Q1
$4.65K Buy
645
+50
+8% +$428 ﹤0.01% 2102
2023
Q4
$5.76K Buy
595
+532
+844% +$3.39K ﹤0.01% 1893
2023
Q3
$383 Hold
63
﹤0.01% 2333
2023
Q2
$250 Buy
63
+55
+688% +$283 ﹤0.01% 2320
2023
Q1
$60 Hold
8
﹤0.01% 2310
2022
Q4
$115 Buy
+8
New +$124 ﹤0.01% 2122

Other funds holding FFWM

Farther Finance Advisors's FFWM Position: Q1 2026 in Review

Farther Finance Advisors sold out of First Foundation Inc (FFWM) in Q1 2026, closing a stake of 6,565 shares — an estimated $40.4K sold.

Farther Finance Advisors first reported a position in FFWM in Q4 2022 and held it in 13 quarters. The position peaked at $40.4K in Q4 2025. 154 funds tracked by Wall St. Rank hold FFWM as of Q1 2026.

  • Farther Finance Advisors reported no remaining First Foundation Inc position as of Q1 2026 after selling out during the quarter.
  • Farther Finance Advisors sold 6,565 First Foundation Inc shares in Q1 2026, an estimated $40.4K.
  • Farther Finance Advisors first reported a position in First Foundation Inc in Q4 2022 and held it in 13 quarters.
  • Farther Finance Advisors's First Foundation Inc position peaked at $40.4K in Q4 2025.
  • 154 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.