North Reef Capital Management’s First Foundation Inc FFWM Stock Holding History

North Reef 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
2026 Q2	–	Sell	-5,911,778	Closed	-$34.9M	–	50
2026 Q1	$34.9M	Sell	5,911,778 -1,900,697	-24%	-$11.5M	1.2%	20
2025 Q4	$48.1M	Buy	7,812,475 +912,169	+13%	+$5.11M	1.94%	17
2025 Q3	$38.4M	Sell	6,900,306 -714,694	-9%	-$3.94M	1.8%	14
2025 Q2	$38.8M	Buy	7,615,000 +2,006,000	+36%	+$10.3M	1.72%	16
2025 Q1	$29.1M	Buy	5,609,000 +1,222,139	+28%	+$6.55M	1.26%	17
2024 Q4	$27.2M	Buy	4,386,861 +2,835,000	+183%	+$20.5M	1.22%	20
2024 Q3	$9.68M	Buy	+1,551,861	New	+$9.93M	0.45%	32

North Reef Capital Management's FFWM Position: Q2 2026 in Review

North Reef Capital Management sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 5,911,778 shares — an estimated $34.9M sold.

North Reef Capital Management first reported a position in FFWM in Q3 2024 and held it in 7 quarters. The position peaked at $48.1M in Q4 2025. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.

North Reef Capital Management reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
North Reef Capital Management sold 5,911,778 First Foundation Inc shares in Q2 2026, an estimated $34.9M.
North Reef Capital Management first reported a position in First Foundation Inc in Q3 2024 and held it in 7 quarters.
North Reef Capital Management's First Foundation Inc position peaked at $48.1M in Q4 2025.
0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.

Based on North Reef Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.