First Foundation Advisors’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.89M	Buy	37,926 +11,974	+46%	+$561K	0.08%	146
2025 Q4	$1.06M	Buy	+25,952	New	+$1.11M	0.04%	171
2023 Q3	–	Sell	-12,621	Closed	-$367K	–	443
2023 Q2	$367K	Hold	12,621	–	–	0.02%	279
2023 Q1	$371K	Buy	+12,621	New	+$397K	0.02%	269
2020 Q2	–	Sell	-66,147	Closed	-$677K	–	370
2020 Q1	$677K	Buy	66,147 +9,914	+18%	+$527K	0.04%	196
2019 Q4	$4.03M	Sell	56,233 -30,741	-35%	-$2.25M	0.2%	81
2019 Q3	$7.11M	Buy	86,974 +21,423	+33%	+$1.85M	0.38%	56
2019 Q2	$5.91M	Buy	65,551 +3,694	+6%	+$340K	0.33%	61
2019 Q1	$5.82M	Buy	61,857 +34,712	+128%	+$3.29M	0.34%	58
2018 Q4	$2.16M	Buy	27,145 +13,206	+95%	+$1.25M	0.14%	100
2018 Q3	$1.5M	Buy	13,939 +48	+0.3%	+$5.37K	0.08%	133
2018 Q2	$1.48M	Buy	13,891 +789	+6%	+$88K	0.09%	125
2018 Q1	$1.31M	Buy	13,102 +230	+2%	+$26.6K	0.07%	138
2017 Q4	$1.5M	Buy	12,872 +10,102	+365%	+$1.08M	0.08%	134
2017 Q3	$321K	Buy	2,770 +236	+9%	+$27.6K	0.02%	238
2017 Q2	$308K	Buy	2,534 +128	+5%	+$16.6K	0.02%	251
2017 Q1	$336K	Hold	2,406	–	–	0.02%	245
2016 Q4	$295K	Hold	2,406	–	–	0.02%	255
2016 Q3	$296K	Buy	2,406 +590	+32%	+$72.9K	0.02%	237
2016 Q2	$224K	Buy	+1,816	New	+$207K	0.02%	263
2014 Q4	–	Sell	-4,780	Closed	-$920K	–	266
2014 Q3	$920K	Buy	+4,780	New	+$914K	0.09%	87

Other funds holding TYG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Foundation Advisors's TYG Position: Q1 2026 in Review

First Foundation Advisors increased its Tortoise Energy Infrastructure Corp (TYG) stake by 46% in Q1 2026, buying an estimated $561K and bringing the position to 37,926 shares worth $1.89M. The position accounts for 0.08% of the portfolio, ranked #146.

First Foundation Advisors first reported a position in TYG in Q3 2014 and has held it in 21 quarters since. The position peaked at $7.11M in Q3 2019. 159 funds tracked by Wall St. Rank hold TYG as of Q1 2026.

First Foundation Advisors held 37,926 shares of Tortoise Energy Infrastructure Corp worth $1.89M as of Q1 2026.
First Foundation Advisors bought 11,974 Tortoise Energy Infrastructure Corp shares in Q1 2026, an estimated $561K.
Tortoise Energy Infrastructure Corp made up 0.08% of First Foundation Advisors's portfolio in Q1 2026, its #146 holding.
First Foundation Advisors first reported a position in Tortoise Energy Infrastructure Corp in Q3 2014 and has held it in 21 quarters since.
First Foundation Advisors's Tortoise Energy Infrastructure Corp position peaked at $7.11M in Q3 2019.
159 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.