Osaic Holdings’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 |
-740
| Closed | -$4.37K | – | 8060 |
|
|
2026
Q1 | $4.37K | Buy |
740
+312
| +73% | +$1.89K | ﹤0.01% | 6749 |
|
|
2025
Q4 | $2.64K | Sell |
428
-482
| -53% | -$2.7K | ﹤0.01% | 6989 |
|
|
2025
Q3 | $5.38K | Hold |
910
| – | – | ﹤0.01% | 6708 |
|
|
2025
Q2 | $4.65K | Buy |
910
+27
| +3% | +$138 | ﹤0.01% | 6580 |
|
|
2025
Q1 | $4.58K | Buy |
883
+70
| +9% | +$375 | ﹤0.01% | 6235 |
|
|
2024
Q4 | $5.05K | Sell |
813
-105
| -11% | -$758 | ﹤0.01% | 6189 |
|
|
2024
Q3 | $5.73K | Hold |
918
| – | – | ﹤0.01% | 6132 |
|
|
2024
Q2 | $6.02K | Buy |
918
+106
| +13% | +$649 | ﹤0.01% | 6080 |
|
|
2024
Q1 | $6.13K | Buy |
812
+56
| +7% | +$479 | ﹤0.01% | 5992 |
|
|
2023
Q4 | $7.33K | Sell |
756
-503
| -40% | -$3.21K | ﹤0.01% | 5994 |
|
|
2023
Q3 | $7.66K | Sell |
1,259
-10,295
| -89% | -$67.9K | ﹤0.01% | 6076 |
|
|
2023
Q2 | $45.9K | Buy |
11,554
+385
| +3% | +$1.98K | ﹤0.01% | 4995 |
|
|
2023
Q1 | $83.2K | Sell |
11,169
-55,529
| -83% | -$741K | ﹤0.01% | 4586 |
|
|
2022
Q4 | $957K | Sell |
66,698
-4,291
| -6% | -$66.4K | ﹤0.01% | 2407 |
|
|
2022
Q3 | $1.29M | Buy |
70,989
+7,439
| +12% | +$148K | ﹤0.01% | 1985 |
|
|
2022
Q2 | $1.3M | Buy |
63,550
+3,603
| +6% | +$79.7K | ﹤0.01% | 2031 |
|
|
2022
Q1 | $1.46M | Buy |
59,947
+5,806
| +11% | +$151K | ﹤0.01% | 2214 |
|
|
2021
Q4 | $1.35M | Buy |
54,141
+3,346
| +7% | +$89.1K | ﹤0.01% | 2124 |
|
|
2021
Q3 | $1.33M | Buy |
50,795
+38,076
| +299% | +$910K | ﹤0.01% | 2077 |
|
|
2021
Q2 | $287K | Buy |
12,719
+606
| +5% | +$14.5K | ﹤0.01% | 3560 |
|
|
2021
Q1 | $283K | Buy |
12,113
+785
| +7% | +$17.5K | ﹤0.01% | 3440 |
|
|
2020
Q4 | $227K | Buy |
11,328
+177
| +2% | +$3.02K | ﹤0.01% | 3365 |
|
|
2020
Q3 | $145K | Buy |
11,151
+38
| +0.3% | +$577 | ﹤0.01% | 3521 |
|
|
2020
Q2 | $182K | Buy |
11,113
+313
| +3% | +$4.21K | ﹤0.01% | 3214 |
|
|
2020
Q1 | $110K | Buy |
+10,800
| New | +$160K | ﹤0.01% | 3390 |
|
Osaic Holdings's FFWM Position: Q2 2026 in Review
Osaic Holdings sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 740 shares — an estimated $4.37K sold.
Osaic Holdings first reported a position in FFWM in Q1 2020 and held it in 25 quarters. The position peaked at $1.46M in Q1 2022. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.
- Osaic Holdings reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
- Osaic Holdings sold 740 First Foundation Inc shares in Q2 2026, an estimated $4.37K.
- Osaic Holdings first reported a position in First Foundation Inc in Q1 2020 and held it in 25 quarters.
- Osaic Holdings's First Foundation Inc position peaked at $1.46M in Q1 2022.
- 0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.
Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.