OC
FFWM

Oppenheimer & Close’s First Foundation Inc FFWM Stock Holding History

Oppenheimer & Close’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 		– Sell
-84,387
Closed -$520K – 58
2025
Q4 		$520K Hold
84,387
– – 0.35% 48
2025
Q3 		$470K Buy
84,387
+40,000
+90% +$221K 0.32% 49
2025
Q2 		$226K Buy
+44,387
New +$227K 0.17% 49

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
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 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

Oppenheimer & Close's FFWM Position: Q1 2026 in Review

Oppenheimer & Close sold out of First Foundation Inc (FFWM) in Q1 2026, closing a stake of 84,387 shares — an estimated $520K sold.

Oppenheimer & Close first reported a position in FFWM in Q2 2025 and held it in 3 quarters. The position peaked at $520K in Q4 2025. 154 funds tracked by Wall St. Rank hold FFWM as of Q1 2026.

  • Oppenheimer & Close reported no remaining First Foundation Inc position as of Q1 2026 after selling out during the quarter.
  • Oppenheimer & Close sold 84,387 First Foundation Inc shares in Q1 2026, an estimated $520K.
  • Oppenheimer & Close first reported a position in First Foundation Inc in Q2 2025 and held it in 3 quarters.
  • Oppenheimer & Close's First Foundation Inc position peaked at $520K in Q4 2025.
  • 154 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2026.

Based on Oppenheimer & Close's 13F filing for Q1 2026, filed 12 May 2026.