Jacobs Levy Equity Management’s First Foundation Inc FFWM Stock Holding History

Jacobs Levy Equity 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 Q1	–	Sell	-395,125	Closed	-$2.45M	–	1112
2024 Q4	$2.45M	Sell	395,125 -389,102	-50%	-$2.81M	0.01%	557
2024 Q3	$4.89M	Sell	784,227 -222,645	-22%	-$1.42M	0.02%	443
2024 Q2	$6.6M	Buy	1,006,872 +124,482	+14%	+$763K	0.03%	402
2024 Q1	$6.66M	Sell	882,390 -6,300	-0.7%	-$53.9K	0.03%	373
2023 Q4	$8.6M	Sell	888,690 -214,577	-19%	-$1.37M	0.04%	322
2023 Q3	$6.71M	Sell	1,103,267 -2,321	-0.2%	-$15.3K	0.04%	323
2023 Q2	$4.39M	Buy	1,105,588 +819,501	+286%	+$4.22M	0.03%	423
2023 Q1	$2.13M	Buy	+286,087	New	+$3.82M	0.01%	563

Other funds holding FFWM

CCA

Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MCM

Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return

Jacobs Levy Equity Management's FFWM Position: Q1 2025 in Review

Jacobs Levy Equity Management sold out of First Foundation Inc (FFWM) in Q1 2025, closing a stake of 395,125 shares — an estimated $2.45M sold.

Jacobs Levy Equity Management first reported a position in FFWM in Q1 2023 and held it in 8 quarters. The position peaked at $8.6M in Q4 2023. 157 funds tracked by Wall St. Rank hold FFWM as of Q1 2025.

Jacobs Levy Equity Management reported no remaining First Foundation Inc position as of Q1 2025 after selling out during the quarter.
Jacobs Levy Equity Management sold 395,125 First Foundation Inc shares in Q1 2025, an estimated $2.45M.
Jacobs Levy Equity Management first reported a position in First Foundation Inc in Q1 2023 and held it in 8 quarters.
Jacobs Levy Equity Management's First Foundation Inc position peaked at $8.6M in Q4 2023.
157 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2025, filed 15 May 2025.