JSAM
FFWM

J. Safra Asset Management’s First Foundation Inc FFWM Stock Holding History

J. Safra Asset Management’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
-1,958
Closed -$9.99K – 478
2025
Q2 		$9.99K Buy
+1,958
New +$10K ﹤0.01% 307

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 $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
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 $3.37T AUM 44.26% 1-Year Est. Return

J. Safra Asset Management's FFWM Position: Q3 2025 in Review

J. Safra Asset Management sold out of First Foundation Inc (FFWM) in Q3 2025, closing a stake of 1,958 shares — an estimated $9.99K sold.

J. Safra Asset Management first reported a position in FFWM in Q2 2025 and held it in 1 quarter. The position peaked at $9.99K in Q2 2025. 145 funds tracked by Wall St. Rank hold FFWM as of Q3 2025.

  • J. Safra Asset Management reported no remaining First Foundation Inc position as of Q3 2025 after selling out during the quarter.
  • J. Safra Asset Management sold 1,958 First Foundation Inc shares in Q3 2025, an estimated $9.99K.
  • J. Safra Asset Management first reported a position in First Foundation Inc in Q2 2025 and held it in 1 quarter.
  • J. Safra Asset Management's First Foundation Inc position peaked at $9.99K in Q2 2025.
  • 145 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2025.

Based on J. Safra Asset Management's 13F filing for Q3 2025, filed 29 Oct 2025.