Lindbrook Capital’s First Foundation Inc FFWM Stock Holding History

Lindbrook Capital’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	$9.22K	Buy	1,777 +1,508	+561%	+$8.09K	﹤0.01%	1688
2024 Q4	$1.67K	Hold	269	–	–	﹤0.01%	2359
2024 Q3	$1.68K	Sell	269 -121	-31%	-$774	﹤0.01%	2402
2024 Q2	$2.56K	Buy	390 +78	+25%	+$478	﹤0.01%	2265
2024 Q1	$2.36K	Buy	+312	New	+$2.67K	﹤0.01%	2182
2023 Q2	–	Sell	-180	Closed	-$1.34K	–	2769
2023 Q1	$1.34K	Sell	180 -1,924	-91%	-$25.7K	﹤0.01%	2389
2022 Q4	$30.1K	Buy	2,104 +1,635	+349%	+$25.3K	﹤0.01%	881
2022 Q3	$9K	Buy	469 +190	+68%	+$3.77K	﹤0.01%	1365
2022 Q2	$6K	Buy	279 +184	+194%	+$4.07K	﹤0.01%	1465
2022 Q1	$2K	Hold	95	–	–	﹤0.01%	1990
2021 Q4	$2K	Hold	95	–	–	﹤0.01%	1768
2021 Q3	$2K	Hold	95	–	–	﹤0.01%	1531
2021 Q2	$2K	Hold	95	–	–	﹤0.01%	1582
2021 Q1	$2K	Hold	95	–	–	﹤0.01%	1541
2020 Q4	$2K	Hold	95	–	–	﹤0.01%	1441
2020 Q3	$1K	Hold	95	–	–	﹤0.01%	1550
2020 Q2	$2K	Hold	95	–	–	﹤0.01%	1383
2020 Q1	$1K	Buy	+95	New	+$1.4K	﹤0.01%	1446

Other funds holding FFWM

CCA

Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return

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

SVBP

Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 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 $481B AUM 30.42% 1-Year Est. Return

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

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Lindbrook Capital's FFWM Position: Q1 2025 in Review

Lindbrook Capital increased its First Foundation Inc (FFWM) stake by 561% in Q1 2025, buying an estimated $8.09K and bringing the position to 1,777 shares worth $9.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

Lindbrook Capital first reported a position in FFWM in Q1 2020 and has held it in 18 quarters since. The position peaked at $30.1K in Q4 2022. 157 funds tracked by Wall St. Rank hold FFWM as of Q1 2025.

Lindbrook Capital held 1,777 shares of First Foundation Inc worth $9.22K as of Q1 2025.
Lindbrook Capital bought 1,508 First Foundation Inc shares in Q1 2025, an estimated $8.09K.
First Foundation Inc made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1688 holding.
Lindbrook Capital first reported a position in First Foundation Inc in Q1 2020 and has held it in 18 quarters since.
Lindbrook Capital's First Foundation Inc position peaked at $30.1K in Q4 2022.
157 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.