I
FFWM

InceptionR’s First Foundation Inc FFWM Stock Holding History

InceptionR’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
Q3 		– Sell
-14,505
Closed -$74K – 770
2025
Q2 		$74K Buy
+14,505
New +$74.3K 0.02% 620
2025
Q1 		– Sell
-11,031
Closed -$68.5K – 646
2024
Q4 		$68.5K Sell
11,031
-6,198
-36% -$44.7K 0.02% 591
2024
Q3 		$108K Buy
+17,229
New +$110K 0.03% 592

Other funds holding FFWM

CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 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 $186M AUM 18.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

InceptionR's FFWM Position: Q3 2025 in Review

InceptionR sold out of First Foundation Inc (FFWM) in Q3 2025, closing a stake of 14,505 shares — an estimated $74K sold.

InceptionR first reported a position in FFWM in Q3 2024 and held it in 3 quarters. The position peaked at $108K in Q3 2024. 145 funds tracked by Wall St. Rank hold FFWM as of Q3 2025.

  • InceptionR reported no remaining First Foundation Inc position as of Q3 2025 after selling out during the quarter.
  • InceptionR sold 14,505 First Foundation Inc shares in Q3 2025, an estimated $74K.
  • InceptionR first reported a position in First Foundation Inc in Q3 2024 and held it in 3 quarters.
  • InceptionR's First Foundation Inc position peaked at $108K in Q3 2024.
  • 145 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2025.

Based on InceptionR's 13F filing for Q3 2025, filed 13 Nov 2025.