FLC Capital 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
Q2 | – | Sell |
-144,557
| Closed | -$853K | – | 243 |
|
|
2026
Q1 | $853K | Hold |
144,557
| – | – | 0.15% | 88 |
|
|
2025
Q4 | $890K | Sell |
144,557
-3,614
| -2% | -$20.2K | 0.16% | 81 |
|
|
2025
Q3 | $825K | Hold |
148,171
| – | – | 0.16% | 82 |
|
|
2025
Q2 | $756K | Buy |
148,171
+7,366
| +5% | +$37.7K | 0.16% | 83 |
|
|
2025
Q1 | $731K | Hold |
140,805
| – | – | 0.16% | 88 |
|
|
2024
Q4 | $874K | Buy |
140,805
+4,944
| +4% | +$35.7K | 0.2% | 70 |
|
|
2024
Q3 | $848K | Buy |
135,861
+8,864
| +7% | +$56.7K | 0.2% | 72 |
|
|
2024
Q2 | $832K | Hold |
126,997
| – | – | 0.2% | 68 |
|
|
2024
Q1 | $959K | Hold |
126,997
| – | – | 0.24% | 58 |
|
|
2023
Q4 | $1.23M | Sell |
126,997
-2,466
| -2% | -$15.7K | 0.33% | 49 |
|
|
2023
Q3 | $787K | Buy |
129,463
+5,157
| +4% | +$34K | 0.24% | 63 |
|
|
2023
Q2 | $493K | Buy |
124,306
+27,882
| +29% | +$144K | 0.14% | 96 |
|
|
2023
Q1 | $718K | Sell |
96,424
-2,650
| -3% | -$35.4K | 0.22% | 70 |
|
|
2022
Q4 | $1.42M | Buy |
99,074
+1,518
| +2% | +$23.5K | 0.44% | 52 |
|
|
2022
Q3 | $1.77M | Buy |
97,556
+1,517
| +2% | +$30.1K | 0.61% | 43 |
|
|
2022
Q2 | $1.97M | Sell |
96,039
-1,136
| -1% | -$25.1K | 0.66% | 40 |
|
|
2022
Q1 | $2.36M | Sell |
97,175
-15,144
| -13% | -$393K | 0.66% | 42 |
|
|
2021
Q4 | $2.79M | Sell |
112,319
-9,365
| -8% | -$250K | 0.78% | 33 |
|
|
2021
Q3 | $3.2M | Sell |
121,684
-2,765
| -2% | -$66.1K | 0.94% | 29 |
|
|
2021
Q2 | $2.8M | Sell |
124,449
-1,196
| -1% | -$28.7K | 0.82% | 32 |
|
|
2021
Q1 | $2.95M | Buy |
125,645
+5,106
| +4% | +$114K | 0.92% | 29 |
|
|
2020
Q4 | $2.41M | Buy |
120,539
+1,610
| +1% | +$27.4K | 0.8% | 34 |
|
|
2020
Q3 | $1.84M | Sell |
118,929
-1,762
| -1% | -$26.7K | 0.67% | 43 |
|
|
2020
Q2 | $1.91M | Sell |
120,691
-1,955
| -2% | -$26.3K | 0.76% | 35 |
|
|
2020
Q1 | $1.25M | Buy |
122,646
+500
| +0.4% | +$7.39K | 0.58% | 32 |
|
|
2019
Q4 | $2.13M | Buy |
122,146
+1,896
| +2% | +$30.5K | 0.85% | 18 |
|
|
2019
Q3 | $1.84M | Hold |
120,250
| – | – | 0.78% | 19 |
|
|
2019
Q2 | $1.68M | Sell |
120,250
-20,590
| -15% | -$284K | 0.69% | 23 |
|
|
2019
Q1 | $1.91M | Buy |
140,840
+5,554
| +4% | +$80.3K | 0.86% | 18 |
|
|
2018
Q4 | $1.74M | Buy |
+135,286
| New | +$2.04M | 1.17% | 20 |
|
FLC Capital Advisors's FFWM Position: Q2 2026 in Review
FLC Capital Advisors sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 144,557 shares — an estimated $853K sold.
FLC Capital Advisors first reported a position in FFWM in Q4 2018 and held it in 30 quarters. The position peaked at $3.2M in Q3 2021. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.
- FLC Capital Advisors reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
- FLC Capital Advisors sold 144,557 First Foundation Inc shares in Q2 2026, an estimated $853K.
- FLC Capital Advisors first reported a position in First Foundation Inc in Q4 2018 and held it in 30 quarters.
- FLC Capital Advisors's First Foundation Inc position peaked at $3.2M in Q3 2021.
- 0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.
Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.