NRCM
FFWM

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
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

Other funds holding FFWM

CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

North Reef Capital Management's FFWM Position: Q1 2026 in Review

North Reef Capital Management reduced its First Foundation Inc (FFWM) stake by 24% in Q1 2026, selling an estimated $11.5M and leaving 5,911,778 shares worth $34.9M. The position accounts for 1.2% of the portfolio, ranked #20.

North Reef Capital Management first reported a position in FFWM in Q3 2024 and has held it in 7 quarters since. The position peaked at $48.1M in Q4 2025. 154 funds tracked by Wall St. Rank hold FFWM as of Q1 2026.

  • North Reef Capital Management held 5,911,778 shares of First Foundation Inc worth $34.9M as of Q1 2026.
  • North Reef Capital Management sold 1,900,697 First Foundation Inc shares in Q1 2026, an estimated $11.5M.
  • First Foundation Inc made up 1.2% of North Reef Capital Management's portfolio in Q1 2026, its #20 holding.
  • North Reef Capital Management first reported a position in First Foundation Inc in Q3 2024 and has held it in 7 quarters since.
  • North Reef Capital Management's First Foundation Inc position peaked at $48.1M in Q4 2025.
  • 154 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2026.

Based on North Reef Capital Management's 13F filing for Q1 2026, filed 15 May 2026.