LPL Financial
FFWM

LPL Financial’s First Foundation Inc FFWM Stock Holding History

LPL Financial’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
Q2 		– Sell
-19,290
Closed -$100K – 5602
2025
Q1 		$100K Hold
19,290
– – ﹤0.01% 5041
2024
Q4 		$120K Sell
19,290
-500
-3% -$3.61K ﹤0.01% 4954
2024
Q3 		$123K Sell
19,790
-500
-2% -$3.2K ﹤0.01% 4851
2024
Q2 		$133K Buy
20,290
+1
+0% +$6 ﹤0.01% 4675
2024
Q1 		$153K Buy
+20,289
New +$174K ﹤0.01% 4566
2023
Q2 		– Sell
-11,281
Closed -$84K – 4619
2023
Q1 		$84K Sell
11,281
-5,269
-32% -$70.3K ﹤0.01% 4238
2022
Q4 		$237K Buy
16,550
+338
+2% +$5.23K ﹤0.01% 3850
2022
Q3 		$294K Sell
16,212
-3,031
-16% -$60.1K ﹤0.01% 3613
2022
Q2 		$394K Sell
19,243
-46
-0.2% -$1.02K ﹤0.01% 3406
2022
Q1 		$469K Buy
19,289
+4,977
+35% +$129K ﹤0.01% 3253
2021
Q4 		$356K Sell
14,312
-188
-1% -$5.01K ﹤0.01% 3564
2021
Q3 		$381K Buy
14,500
+3,679
+34% +$87.9K ﹤0.01% 3455
2021
Q2 		$244K Buy
10,821
+696
+7% +$16.7K ﹤0.01% 3761
2021
Q1 		$238K Sell
10,125
-933
-8% -$20.8K ﹤0.01% 3635
2020
Q4 		$221K Sell
11,058
-2,750
-20% -$46.9K ﹤0.01% 3444
2020
Q3 		$180K Hold
13,808
– – ﹤0.01% 3237
2020
Q2 		$226K Hold
13,808
– – ﹤0.01% 3042
2020
Q1 		$141K Sell
13,808
-1,575
-10% -$23.3K ﹤0.01% 2915
2019
Q4 		$268K Buy
15,383
+5,250
+52% +$84.5K ﹤0.01% 2869
2019
Q3 		$155K Hold
10,133
– – ﹤0.01% 3081
2019
Q2 		$136K Sell
10,133
-350
-3% -$4.83K ﹤0.01% 3118
2019
Q1 		$142K Buy
+10,483
New +$151K ﹤0.01% 3025
2018
Q3 		– Sell
-10,653
Closed -$198K – 3253
2018
Q2 		$198K Buy
+10,653
New +$202K ﹤0.01% 2982

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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial's FFWM Position: Q2 2025 in Review

LPL Financial sold out of First Foundation Inc (FFWM) in Q2 2025, closing a stake of 19,290 shares — an estimated $100K sold.

LPL Financial first reported a position in FFWM in Q2 2018 and held it in 23 quarters. The position peaked at $469K in Q1 2022. 151 funds tracked by Wall St. Rank hold FFWM as of Q2 2025.

  • LPL Financial reported no remaining First Foundation Inc position as of Q2 2025 after selling out during the quarter.
  • LPL Financial sold 19,290 First Foundation Inc shares in Q2 2025, an estimated $100K.
  • LPL Financial first reported a position in First Foundation Inc in Q2 2018 and held it in 23 quarters.
  • LPL Financial's First Foundation Inc position peaked at $469K in Q1 2022.
  • 151 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2025.

Based on LPL Financial's 13F filing for Q2 2025, filed 12 Aug 2025.