Naples Global Advisors’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 |
-148,563
| Closed | -$877K | – | 469 |
|
|
2026
Q1 | $877K | Sell |
148,563
-199,672
| -57% | -$1.21M | 0.06% | 249 |
|
|
2025
Q4 | $2.15M | Hold |
348,235
| – | – | 0.16% | 153 |
|
|
2025
Q3 | $1.94M | Hold |
348,235
| – | – | 0.15% | 162 |
|
|
2025
Q2 | $1.78M | Sell |
348,235
-9,803
| -3% | -$50.2K | 0.15% | 165 |
|
|
2025
Q1 | $1.86M | Hold |
358,038
| – | – | 0.18% | 155 |
|
|
2024
Q4 | $2.22M | Hold |
358,038
| – | – | 0.21% | 127 |
|
|
2024
Q3 | $2.23M | Hold |
358,038
| – | – | 0.21% | 127 |
|
|
2024
Q2 | $2.35M | Hold |
358,038
| – | – | 0.24% | 116 |
|
|
2024
Q1 | $2.7M | Sell |
358,038
-4,487
| -1% | -$38.4K | 0.28% | 107 |
|
|
2023
Q4 | $3.51M | Hold |
362,525
| – | – | 0.39% | 76 |
|
|
2023
Q3 | $2.2M | Sell |
362,525
-1,277
| -0.4% | -$8.42K | 0.27% | 111 |
|
|
2023
Q2 | $1.44M | Hold |
363,802
| – | – | 0.17% | 168 |
|
|
2023
Q1 | $2.71M | Sell |
363,802
-2,186
| -0.6% | -$29.2K | 0.34% | 91 |
|
|
2022
Q4 | $5.24M | Hold |
365,988
| – | – | 0.67% | 37 |
|
|
2022
Q3 | $6.64M | Hold |
365,988
| – | – | 0.91% | 17 |
|
|
2022
Q2 | $7.5M | Buy |
365,988
+71,247
| +24% | +$1.58M | 0.97% | 14 |
|
|
2022
Q1 | $7.16M | Buy |
294,741
+164,584
| +126% | +$4.28M | 0.83% | 22 |
|
|
2021
Q4 | $3.24M | Buy |
+130,157
| New | +$3.47M | 0.38% | 79 |
|
Naples Global Advisors's FFWM Position: Q2 2026 in Review
Naples Global Advisors sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 148,563 shares — an estimated $877K sold.
Naples Global Advisors first reported a position in FFWM in Q4 2021 and held it in 18 quarters. The position peaked at $7.5M in Q2 2022. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.
- Naples Global Advisors reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
- Naples Global Advisors sold 148,563 First Foundation Inc shares in Q2 2026, an estimated $877K.
- Naples Global Advisors first reported a position in First Foundation Inc in Q4 2021 and held it in 18 quarters.
- Naples Global Advisors's First Foundation Inc position peaked at $7.5M in Q2 2022.
- 0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.
Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.