Kestra Private Wealth Services’s First Foundation Inc FFWM Stock Holding History

Kestra Private Wealth Services’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	-19,834	Closed	-$117K	–	1844
2026 Q1	$117K	Hold	19,834	–	–	﹤0.01%	1683
2025 Q4	$122K	Hold	19,834	–	–	﹤0.01%	1637
2025 Q3	$110K	Sell	19,834 -132	-0.7%	-$728	﹤0.01%	1603
2025 Q2	$102K	Buy	19,966 +132	+0.7%	+$676	﹤0.01%	1550
2025 Q1	$103K	Hold	19,834	–	–	﹤0.01%	1450
2024 Q4	$123K	Sell	19,834 -2,000	-9%	-$14.4K	﹤0.01%	1357
2024 Q3	$136K	Hold	21,834	–	–	﹤0.01%	1299
2024 Q2	$143K	Buy	21,834 +9,455	+76%	+$57.9K	﹤0.01%	1264
2024 Q1	$93.5K	Buy	12,379 +16	+0.1%	+$137	﹤0.01%	1240
2023 Q4	$120K	Buy	12,363 +21	+0.2%	+$134	﹤0.01%	1138
2023 Q3	$75K	Buy	12,342 +34	+0.3%	+$224	﹤0.01%	1098
2023 Q2	$48.9K	Buy	+12,308	New	+$63.4K	﹤0.01%	1041

Kestra Private Wealth Services's FFWM Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 19,834 shares — an estimated $117K sold.

Kestra Private Wealth Services first reported a position in FFWM in Q2 2023 and held it in 12 quarters. The position peaked at $143K in Q2 2024. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.

Kestra Private Wealth Services reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
Kestra Private Wealth Services sold 19,834 First Foundation Inc shares in Q2 2026, an estimated $117K.
Kestra Private Wealth Services first reported a position in First Foundation Inc in Q2 2023 and held it in 12 quarters.
Kestra Private Wealth Services's First Foundation Inc position peaked at $143K in Q2 2024.
0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.