First Foundation Advisors’s Tandy Leather Factory TLF Stock Holding History

First Foundation Advisors’s Portfolio TLF Stock Details TLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$523K	Hold	224,345	–	–	0.02%	242
2026 Q1	$518K	Sell	224,345 -225,148	-50%	-$606K	0.02%	232
2025 Q4	$1.23M	Hold	449,493	–	–	0.05%	163
2025 Q3	$1.36M	Sell	449,493 -32,663	-7%	-$106K	0.05%	157
2025 Q2	$1.49M	Sell	482,156 -201,793	-30%	-$595K	0.06%	157
2025 Q1	$1.98M	Sell	683,949 -142,841	-17%	-$571K	0.08%	125
2024 Q4	$3.94M	Hold	826,790	–	–	0.15%	98
2024 Q3	$3.46M	Buy	826,790 +78	+0%	+$329	0.13%	101
2024 Q2	$3.72M	Hold	826,712	–	–	0.14%	87
2024 Q1	$3.84M	Hold	826,712	–	–	0.15%	80
2023 Q4	$3.54M	Hold	826,712	–	–	0.16%	84
2023 Q3	$3.48M	Hold	826,712	–	–	0.16%	85
2023 Q2	$3.59M	Hold	826,712	–	–	0.16%	91
2023 Q1	$3.89M	Buy	826,712 +162	+0%	+$725	0.18%	88
2022 Q4	$3.53M	Buy	826,550 +46,167	+6%	+$195K	0.17%	96
2022 Q3	$2.83M	Buy	+780,383	New	+$3.35M	0.14%	99
2020 Q4	–	Sell	-66,934	Closed	-$213K	–	424
2020 Q3	$213K	Sell	66,934 -3,169	-5%	-$10.1K	0.01%	346
2020 Q2	$234K	Sell	70,103 -30,148	-30%	-$108K	0.01%	313
2020 Q1	$361K	Buy	100,251 +22,334	+29%	+$109K	0.02%	260
2019 Q4	$445K	Buy	77,917 +25,648	+49%	+$129K	0.02%	257
2019 Q3	$245K	Buy	+52,269	New	+$268K	0.01%	315

Other funds holding TLF

Bandera Partners New York $284M AUM 33.52% 1-Year Est. Return

JIM

JCP Investment Management Houston, Texas $187M AUM 38.18% 1-Year Est. Return

BFM

Brooklands Fund Management London, United Kingdom $128M AUM

VIP

Value Investment Professionals New York $119M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

VFA

Values First Advisors Gray, Tennessee $219M AUM 33.32% 1-Year Est. Return

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

First Foundation Advisors's TLF Position: Q2 2026 in Review

First Foundation Advisors held its Tandy Leather Factory (TLF) position steady in Q2 2026 at 224,345 shares worth $523K. The position accounts for 0.02% of the portfolio, ranked #242.

First Foundation Advisors first reported a position in TLF in Q3 2019 and has held it in 21 quarters since. The position peaked at $3.94M in Q4 2024. 24 funds tracked by Wall St. Rank hold TLF as of Q2 2026.

First Foundation Advisors held 224,345 shares of Tandy Leather Factory worth $523K as of Q2 2026.
First Foundation Advisors left its Tandy Leather Factory share count unchanged in Q2 2026.
Tandy Leather Factory made up 0.02% of First Foundation Advisors's portfolio in Q2 2026, its #242 holding.
First Foundation Advisors first reported a position in Tandy Leather Factory in Q3 2019 and has held it in 21 quarters since.
First Foundation Advisors's Tandy Leather Factory position peaked at $3.94M in Q4 2024.
24 funds tracked by Wall St. Rank held Tandy Leather Factory as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.