HSA
FFWM

HBK Sorce Advisory’s First Foundation Inc FFWM Stock Holding History

HBK Sorce Advisory’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 		– Sell
-15,739
Closed -$101K – 674
2025
Q4 		$101K Buy
15,739
+1,532
+11% +$8.58K ﹤0.01% 605
2025
Q3 		$81.3K Sell
14,207
-98
-0.7% -$541 ﹤0.01% 599
2025
Q2 		$73K Sell
14,305
-1,714
-11% -$8.78K ﹤0.01% 573
2025
Q1 		$83.1K Buy
16,019
+1,057
+7% +$5.67K ﹤0.01% 562
2024
Q4 		$92.9K Sell
14,962
-296
-2% -$2.14K ﹤0.01% 559
2024
Q3 		$95.2K Sell
15,258
-264
-2% -$1.69K ﹤0.01% 560
2024
Q2 		$102K Buy
15,522
+1,267
+9% +$7.76K ﹤0.01% 544
2024
Q1 		$108K Sell
14,255
-15,741
-52% -$135K ﹤0.01% 582
2023
Q4 		$290K Buy
29,996
+27
+0.1% +$172 0.01% 428
2023
Q3 		$182K Buy
29,969
+46
+0.2% +$303 0.01% 519
2023
Q2 		$119K Buy
29,923
+158
+0.5% +$814 0.01% 555
2023
Q1 		$222K Sell
29,765
-29,533
-50% -$394K 0.01% 512
2022
Q4 		$850K Buy
59,298
+2,741
+5% +$42.4K 0.02% 318
2022
Q3 		$1.03M Buy
+56,557
New +$1.12M 0.07% 171
2022
Q2 		– Sell
-56,109
Closed -$1.36M – 496
2022
Q1 		$1.36M Buy
+56,109
New +$1.46M 0.07% 172

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

HBK Sorce Advisory's FFWM Position: Q1 2026 in Review

HBK Sorce Advisory sold out of First Foundation Inc (FFWM) in Q1 2026, closing a stake of 15,739 shares — an estimated $101K sold.

HBK Sorce Advisory first reported a position in FFWM in Q1 2022 and held it in 15 quarters. The position peaked at $1.36M in Q1 2022. 154 funds tracked by Wall St. Rank hold FFWM as of Q1 2026.

  • HBK Sorce Advisory reported no remaining First Foundation Inc position as of Q1 2026 after selling out during the quarter.
  • HBK Sorce Advisory sold 15,739 First Foundation Inc shares in Q1 2026, an estimated $101K.
  • HBK Sorce Advisory first reported a position in First Foundation Inc in Q1 2022 and held it in 15 quarters.
  • HBK Sorce Advisory's First Foundation Inc position peaked at $1.36M in Q1 2022.
  • 154 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.