HF
FFWM

HRT Financial’s First Foundation Inc FFWM Stock Holding History

HRT Financial’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
-27,557
Closed -$153K – 3414
2025
Q3 		$153K Sell
27,557
-107,841
-80% -$595K ﹤0.01% 2460
2025
Q2 		$690K Buy
+135,398
New +$693K ﹤0.01% 1447
2024
Q3 		– Sell
-38,617
Closed -$252K – 2650
2024
Q2 		$252K Buy
38,617
+3,767
+11% +$23.1K ﹤0.01% 1568
2024
Q1 		$263K Buy
+34,850
New +$298K ﹤0.01% 1627
2023
Q3 		– Sell
-41,872
Closed -$166K – 2611
2023
Q2 		$166K Buy
+41,872
New +$216K ﹤0.01% 1889
2023
Q1 		– Sell
-15,833
Closed -$226K – 2698
2022
Q4 		$226K Sell
15,833
-15,708
-50% -$243K ﹤0.01% 1888
2022
Q3 		$572K Buy
+31,541
New +$626K 0.01% 1347
2022
Q1 		– Sell
-13,193
Closed -$327K – 3326
2021
Q4 		$327K Sell
13,193
-336
-2% -$8.95K ﹤0.01% 2213
2021
Q3 		$355K Buy
+13,529
New +$323K ﹤0.01% 2292
2021
Q2 		– Sell
-13,487
Closed -$316K – 3055
2021
Q1 		$316K Buy
+13,487
New +$301K ﹤0.01% 2070
2020
Q4 		– Sell
-14,080
Closed -$184K – 2045
2020
Q3 		$184K Buy
+14,080
New +$214K 0.01% 1389

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

HRT Financial's FFWM Position: Q4 2025 in Review

HRT Financial sold out of First Foundation Inc (FFWM) in Q4 2025, closing a stake of 27,557 shares — an estimated $153K sold.

HRT Financial first reported a position in FFWM in Q3 2020 and held it in 11 quarters. The position peaked at $690K in Q2 2025. 159 funds tracked by Wall St. Rank hold FFWM as of Q4 2025.

  • HRT Financial reported no remaining First Foundation Inc position as of Q4 2025 after selling out during the quarter.
  • HRT Financial sold 27,557 First Foundation Inc shares in Q4 2025, an estimated $153K.
  • HRT Financial first reported a position in First Foundation Inc in Q3 2020 and held it in 11 quarters.
  • HRT Financial's First Foundation Inc position peaked at $690K in Q2 2025.
  • 159 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2025.

Based on HRT Financial's 13F filing for Q4 2025, filed 12 Feb 2026.