PFBT
FFWM

Parkside Financial Bank & Trust’s First Foundation Inc FFWM Stock Holding History

Parkside Financial Bank & Trust’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
2025
Q2 		– Sell
-80
Closed -$416 – 2833
2025
Q1 		$416 Buy
+80
New +$429 ﹤0.01% 2519

Other funds holding FFWM

CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parkside Financial Bank & Trust's FFWM Position: Q2 2025 in Review

Parkside Financial Bank & Trust sold out of First Foundation Inc (FFWM) in Q2 2025, closing a stake of 80 shares — an estimated $416 sold.

Parkside Financial Bank & Trust first reported a position in FFWM in Q1 2025 and held it in 1 quarter. The position peaked at $416 in Q1 2025. 151 funds tracked by Wall St. Rank hold FFWM as of Q2 2025.

  • Parkside Financial Bank & Trust reported no remaining First Foundation Inc position as of Q2 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 80 First Foundation Inc shares in Q2 2025, an estimated $416.
  • Parkside Financial Bank & Trust first reported a position in First Foundation Inc in Q1 2025 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's First Foundation Inc position peaked at $416 in Q1 2025.
  • 151 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2025, filed 7 Aug 2025.