MCM
FFWM

MAI Capital Management’s First Foundation Inc FFWM Stock Holding History

MAI Capital 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
Q3 		– Sell
-169
Closed -$862 – 3927
2025
Q2 		$862 Buy
+169
New +$865 ﹤0.01% 3660
2025
Q1 		– Sell
-151
Closed -$938 – 3489
2024
Q4 		$938 Buy
+151
New +$1.09K ﹤0.01% 3205

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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $3.37T AUM 44.26% 1-Year Est. Return

MAI Capital Management's FFWM Position: Q3 2025 in Review

MAI Capital Management sold out of First Foundation Inc (FFWM) in Q3 2025, closing a stake of 169 shares — an estimated $862 sold.

MAI Capital Management first reported a position in FFWM in Q4 2024 and held it in 2 quarters. The position peaked at $938 in Q4 2024. 145 funds tracked by Wall St. Rank hold FFWM as of Q3 2025.

  • MAI Capital Management reported no remaining First Foundation Inc position as of Q3 2025 after selling out during the quarter.
  • MAI Capital Management sold 169 First Foundation Inc shares in Q3 2025, an estimated $862.
  • MAI Capital Management first reported a position in First Foundation Inc in Q4 2024 and held it in 2 quarters.
  • MAI Capital Management's First Foundation Inc position peaked at $938 in Q4 2024.
  • 145 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2025.

Based on MAI Capital Management's 13F filing for Q3 2025, filed 10 Nov 2025.