IFP Advisors’s First Foundation Inc FFWM Stock Holding History

IFP Advisors’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 Q2	–	Sell	-19	Closed	-$112	–	5189
2026 Q1	$112	Hold	19	–	–	﹤0.01%	4721
2025 Q4	$117	Buy	19 +12	+171%	+$67	﹤0.01%	4564
2025 Q3	$39	Buy	+7	New	+$39	﹤0.01%	4686
2025 Q2	–	Hold	0	–	–	–	4621
2025 Q1	–	Hold	0	–	–	–	3839
2024 Q4	–	Hold	0	–	–	–	3955

IFP Advisors's FFWM Position: Q2 2026 in Review

IFP Advisors sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 19 shares — an estimated $112 sold.

IFP Advisors first reported a position in FFWM in Q3 2025 and held it in 3 quarters. The position peaked at $117 in Q4 2025. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.

IFP Advisors reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
IFP Advisors sold 19 First Foundation Inc shares in Q2 2026, an estimated $112.
IFP Advisors first reported a position in First Foundation Inc in Q3 2025 and held it in 3 quarters.
IFP Advisors's First Foundation Inc position peaked at $117 in Q4 2025.
0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.