Larson Financial Group’s First Foundation Inc FFWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-247
Closed -$1.46K 3830
2026
Q1
$1.46K Buy
247
+145
+142% +$880 ﹤0.01% 3058
2025
Q4
$628 Buy
+102
New +$571 ﹤0.01% 3064

Larson Financial Group's FFWM Position: Q2 2026 in Review

Larson Financial Group sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 247 shares — an estimated $1.46K sold.

Larson Financial Group first reported a position in FFWM in Q4 2025 and held it in 2 quarters. The position peaked at $1.46K in Q1 2026. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.

  • Larson Financial Group reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
  • Larson Financial Group sold 247 First Foundation Inc shares in Q2 2026, an estimated $1.46K.
  • Larson Financial Group first reported a position in First Foundation Inc in Q4 2025 and held it in 2 quarters.
  • Larson Financial Group's First Foundation Inc position peaked at $1.46K in Q1 2026.
  • 0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.