MP
FFWM

McDonald Partners’s First Foundation Inc FFWM Stock Holding History

McDonald Partners’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
-11,771
Closed -$61.1K – 254
2025
Q1 		$61.1K Hold
11,771
– – 0.02% 240
2024
Q4 		$73.1K Hold
11,771
– – 0.02% 238
2024
Q3 		$73.5K Hold
11,771
– – 0.02% 235
2024
Q2 		$77.1K Hold
11,771
– – 0.02% 234
2024
Q1 		$88.9K Hold
11,771
– – 0.02% 236
2023
Q4 		$114K Hold
11,771
– – 0.03% 222
2023
Q3 		$71.6K Hold
11,771
– – 0.02% 222
2023
Q2 		$46.7K Hold
11,771
– – 0.01% 236
2023
Q1 		$87.7K Hold
11,771
– – 0.03% 229
2022
Q4 		$169K Hold
11,771
– – 0.06% 216
2022
Q3 		$214K Hold
11,771
– – 0.08% 199
2022
Q2 		$241K Hold
11,771
– – 0.06% 259
2022
Q1 		$286K Buy
11,771
+11,711
+19,518% +$304K 0.06% 258
2021
Q4 		$1.49K Buy
+60
New +$1.6K ﹤0.01% 396

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

McDonald Partners's FFWM Position: Q2 2025 in Review

McDonald Partners sold out of First Foundation Inc (FFWM) in Q2 2025, closing a stake of 11,771 shares — an estimated $61.1K sold.

McDonald Partners first reported a position in FFWM in Q4 2021 and held it in 14 quarters. The position peaked at $286K in Q1 2022. 151 funds tracked by Wall St. Rank hold FFWM as of Q2 2025.

  • McDonald Partners reported no remaining First Foundation Inc position as of Q2 2025 after selling out during the quarter.
  • McDonald Partners sold 11,771 First Foundation Inc shares in Q2 2025, an estimated $61.1K.
  • McDonald Partners first reported a position in First Foundation Inc in Q4 2021 and held it in 14 quarters.
  • McDonald Partners's First Foundation Inc position peaked at $286K in Q1 2022.
  • 151 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2025.

Based on McDonald Partners's 13F filing for Q2 2025, filed 12 Aug 2025.