PFMOSF
FFWM

Philadelphia Financial Management of San Francisco’s First Foundation Inc FFWM Stock Holding History

Philadelphia Financial Management of San Francisco’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
2024
Q4 		– Sell
-709,653
Closed -$4.43M – 47
2024
Q3 		$4.43M Buy
+709,653
New +$4.54M 0.7% 37
2024
Q2 		– Sell
-1,297,387
Closed -$9.8M – 47
2024
Q1 		$9.8M Buy
1,297,387
+1,079,219
+495% +$9.24M 1.67% 29
2023
Q4 		$2.11M Sell
218,168
-1,219,007
-85% -$7.77M 0.37% 35
2023
Q3 		$8.74M Buy
+1,437,175
New +$9.48M 2.22% 23

Other funds holding FFWM

CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Philadelphia Financial Management of San Francisco's FFWM Position: Q4 2024 in Review

Philadelphia Financial Management of San Francisco sold out of First Foundation Inc (FFWM) in Q4 2024, closing a stake of 709,653 shares — an estimated $4.43M sold.

Philadelphia Financial Management of San Francisco first reported a position in FFWM in Q3 2023 and held it in 4 quarters. The position peaked at $9.8M in Q1 2024. 161 funds tracked by Wall St. Rank hold FFWM as of Q4 2024.

  • Philadelphia Financial Management of San Francisco reported no remaining First Foundation Inc position as of Q4 2024 after selling out during the quarter.
  • Philadelphia Financial Management of San Francisco sold 709,653 First Foundation Inc shares in Q4 2024, an estimated $4.43M.
  • Philadelphia Financial Management of San Francisco first reported a position in First Foundation Inc in Q3 2023 and held it in 4 quarters.
  • Philadelphia Financial Management of San Francisco's First Foundation Inc position peaked at $9.8M in Q1 2024.
  • 161 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2024.

Based on Philadelphia Financial Management of San Francisco's 13F filing for Q4 2024, filed 14 Feb 2025.