Fidelity Investments
FFWM

Fidelity Investments’s First Foundation Inc FFWM Stock Holding History

Fidelity Investments’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 		$77.5K Sell
13,141
-3,199,895
-100% -$19.4M ﹤0.01% 3910
2025
Q4 		$19.8M Sell
3,213,036
-79,309
-2% -$444K ﹤0.01% 1781
2025
Q3 		$18.3M Sell
3,292,345
-1,608,153
-33% -$8.87M ﹤0.01% 1778
2025
Q2 		$25M Sell
4,900,498
-2,504,080
-34% -$12.8M ﹤0.01% 1623
2025
Q1 		$38.4M Sell
7,404,578
-2
-0% -$11 ﹤0.01% 1454
2024
Q4 		$46M Buy
7,404,580
+1,304,680
+21% +$9.42M ﹤0.01% 1415
2024
Q3 		$38.1M Buy
6,099,900
+1,019,484
+20% +$6.52M ﹤0.01% 1483
2024
Q2 		$33.3M Buy
5,080,416
+3,977
+0.1% +$24.4K ﹤0.01% 1472
2024
Q1 		$38.3M Buy
5,076,439
+2,145
+0% +$18.4K ﹤0.01% 1416
2023
Q4 		$49.1M Buy
5,074,294
+63
+0% +$402 ﹤0.01% 1297
2023
Q3 		$30.9M Buy
5,074,231
+1,689
+0% +$11.1K ﹤0.01% 1434
2023
Q2 		$20.1M Buy
5,072,542
+6,616
+0.1% +$34.1K ﹤0.01% 1632
2023
Q1 		$37.7M Sell
5,065,926
-3,295
-0.1% -$44K ﹤0.01% 1362
2022
Q4 		$72.6M Buy
5,069,221
+63,845
+1% +$989K 0.01% 1098
2022
Q3 		$90.8M Buy
5,005,376
+36
+0% +$714 0.01% 992
2022
Q2 		$103M Sell
5,005,340
-21
-0% -$465 0.01% 961
2022
Q1 		$122M Buy
5,005,361
+946,725
+23% +$24.6M 0.01% 992
2021
Q4 		$101M Buy
4,058,636
+48,182
+1% +$1.28M 0.01% 1099
2021
Q3 		$105M Sell
4,010,454
-12,922
-0.3% -$309K 0.01% 1084
2021
Q2 		$90.6M Buy
4,023,376
+416,375
+12% +$9.99M 0.01% 1159
2021
Q1 		$84.6M Buy
3,607,001
+512,960
+17% +$11.5M 0.01% 1144
2020
Q4 		$61.9M Buy
3,094,041
+1,306,580
+73% +$22.3M 0.01% 1239
2020
Q3 		$23.4M Sell
1,787,461
-1,538,855
-46% -$23.4M ﹤0.01% 1501
2020
Q2 		$54.4M Sell
3,326,316
-697,590
-17% -$9.38M 0.01% 1125
2020
Q1 		$41.1M Buy
4,023,906
+9,526
+0.2% +$141K 0.01% 1108
2019
Q4 		$69.8M Buy
4,014,380
+13,864
+0.3% +$223K 0.01% 1061
2019
Q3 		$61.1M Sell
4,000,516
-10,493
-0.3% -$151K 0.01% 1081
2019
Q2 		$53.9M Buy
4,011,009
+10,315
+0.3% +$142K 0.01% 1181
2019
Q1 		$54.3M Buy
4,000,694
+247,100
+7% +$3.57M 0.01% 1181
2018
Q4 		$48.3M Sell
3,753,594
-237,699
-6% -$3.59M 0.01% 1155
2018
Q3 		$62.3M Buy
3,991,293
+22,879
+0.6% +$385K 0.01% 1155
2018
Q2 		$73.6M Buy
3,968,414
+820,394
+26% +$15.5M 0.01% 1090
2018
Q1 		$58.4M Buy
3,148,020
+1,442,133
+85% +$27M 0.01% 1224
2017
Q4 		$31.6M Buy
1,705,887
+234,254
+16% +$4.32M ﹤0.01% 1513
2017
Q3 		$26.3M Sell
1,471,633
-58,245
-4% -$987K ﹤0.01% 1589
2017
Q2 		$25.1M Buy
1,529,878
+36,484
+2% +$581K ﹤0.01% 1581
2017
Q1 		$23.2M Buy
1,493,394
+249,300
+20% +$3.81M ﹤0.01% 1637
2016
Q4 		$17.7M Buy
1,244,094
+248,564
+25% +$3.31M ﹤0.01% 1727
2016
Q3 		$12.3M Buy
995,530
+54,200
+6% +$646K ﹤0.01% 1906
2016
Q2 		$10.1M Buy
941,330
+348,330
+59% +$3.85M ﹤0.01% 1962
2016
Q1 		$6.65M Buy
593,000
+35,200
+6% +$387K ﹤0.01% 2082
2015
Q4 		$6.58M Buy
557,800
+47,600
+9% +$555K ﹤0.01% 2114
2015
Q3 		$5.81M Buy
+510,200
New +$5.49M ﹤0.01% 2131

Other funds holding FFWM

CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 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 $6.73T AUM 46.02% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Fidelity Investments's FFWM Position: Q1 2026 in Review

Fidelity Investments reduced its First Foundation Inc (FFWM) stake by 100% in Q1 2026, selling an estimated $19.4M and leaving 13,141 shares worth $77.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3910.

Fidelity Investments first reported a position in FFWM in Q3 2015 and has held it in 43 quarters since. The position peaked at $122M in Q1 2022. 154 funds tracked by Wall St. Rank hold FFWM as of Q1 2026.

  • Fidelity Investments held 13,141 shares of First Foundation Inc worth $77.5K as of Q1 2026.
  • Fidelity Investments sold 3,199,895 First Foundation Inc shares in Q1 2026, an estimated $19.4M.
  • First Foundation Inc made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3910 holding.
  • Fidelity Investments first reported a position in First Foundation Inc in Q3 2015 and has held it in 43 quarters since.
  • Fidelity Investments's First Foundation Inc position peaked at $122M in Q1 2022.
  • 154 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.