Millstone Evans 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
-4,854
Closed -$28.6K 893
2026
Q1
$28.6K Hold
4,854
0.02% 433
2025
Q4
$29.9K Hold
4,854
0.02% 419
2025
Q3
$27K Hold
4,854
0.02% 418
2025
Q2
$24.8K Hold
4,854
0.02% 416
2025
Q1
$25.2K Hold
4,854
0.02% 418
2024
Q4
$30.1K Buy
+4,854
New +$35K 0.02% 373

Millstone Evans Group's FFWM Position: Q2 2026 in Review

Millstone Evans Group sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 4,854 shares — an estimated $28.6K sold.

Millstone Evans Group first reported a position in FFWM in Q4 2024 and held it in 6 quarters. The position peaked at $30.1K in Q4 2024. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.

  • Millstone Evans Group reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
  • Millstone Evans Group sold 4,854 First Foundation Inc shares in Q2 2026, an estimated $28.6K.
  • Millstone Evans Group first reported a position in First Foundation Inc in Q4 2024 and held it in 6 quarters.
  • Millstone Evans Group's First Foundation Inc position peaked at $30.1K in Q4 2024.
  • 0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.