NewEdge 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
-288
Closed -$1.7K 4258
2026
Q1
$1.7K Hold
288
﹤0.01% 3835
2025
Q4
$1.77K Hold
288
﹤0.01% 3904
2025
Q3
$1.6K Hold
288
﹤0.01% 3821
2025
Q2
$1.47K Hold
288
﹤0.01% 3674
2025
Q1
$1.5K Hold
288
﹤0.01% 3563
2024
Q4
$1.79K Hold
288
﹤0.01% 3472
2024
Q3
$1.8K Hold
288
﹤0.01% 3402
2024
Q2
$1.89K Hold
288
﹤0.01% 3349
2024
Q1
$2.17K Hold
288
﹤0.01% 3348
2023
Q4
$2.79K Buy
+288
New +$1.84K ﹤0.01% 3278

NewEdge Advisors's FFWM Position: Q2 2026 in Review

NewEdge Advisors sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 288 shares — an estimated $1.7K sold.

NewEdge Advisors first reported a position in FFWM in Q4 2023 and held it in 10 quarters. The position peaked at $2.79K in Q4 2023. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.

  • NewEdge Advisors reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
  • NewEdge Advisors sold 288 First Foundation Inc shares in Q2 2026, an estimated $1.7K.
  • NewEdge Advisors first reported a position in First Foundation Inc in Q4 2023 and held it in 10 quarters.
  • NewEdge Advisors's First Foundation Inc position peaked at $2.79K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.