FL
FFWM

Fourthstone LLC’s First Foundation Inc FFWM Stock Holding History

Fourthstone LLC’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
2025
Q4 		– Sell
-88,000
Closed -$490K – 67
2025
Q3 		$490K Sell
88,000
-582,016
-87% -$3.21M 0.09% 79
2025
Q2 		$3.42M Buy
670,016
+247,636
+59% +$1.27M 0.67% 41
2025
Q1 		$2.19M Buy
422,380
+234,235
+124% +$1.26M 0.54% 29
2024
Q4 		$1.17M Buy
+188,145
New +$1.36M 0.23% 46
2024
Q1 		– Sell
-1,056,144
Closed -$10.2M – 45
2023
Q4 		$10.2M Sell
1,056,144
-156,869
-13% -$1,000K 2.07% 22
2023
Q3 		$7.38M Buy
+1,213,013
New +$8M 1.67% 23

Other funds holding FFWM

CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fourthstone LLC's FFWM Position: Q4 2025 in Review

Fourthstone LLC sold out of First Foundation Inc (FFWM) in Q4 2025, closing a stake of 88,000 shares — an estimated $490K sold.

Fourthstone LLC first reported a position in FFWM in Q3 2023 and held it in 6 quarters. The position peaked at $10.2M in Q4 2023. 159 funds tracked by Wall St. Rank hold FFWM as of Q4 2025.

  • Fourthstone LLC reported no remaining First Foundation Inc position as of Q4 2025 after selling out during the quarter.
  • Fourthstone LLC sold 88,000 First Foundation Inc shares in Q4 2025, an estimated $490K.
  • Fourthstone LLC first reported a position in First Foundation Inc in Q3 2023 and held it in 6 quarters.
  • Fourthstone LLC's First Foundation Inc position peaked at $10.2M in Q4 2023.
  • 159 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2025.

Based on Fourthstone LLC's 13F filing for Q4 2025, filed 13 Feb 2026.