PFC
FFWM

Phocas Financial Corp’s First Foundation Inc FFWM Stock Holding History

Phocas Financial Corp’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
2023
Q1 		– Sell
-241,966
Closed -$3.47M – 231
2022
Q4 		$3.47M Sell
241,966
-242,712
-50% -$3.76M 0.5% 86
2022
Q3 		$8.79M Buy
484,678
+164,300
+51% +$3.26M 1.36% 9
2022
Q2 		$6.56M Buy
320,378
+76,587
+31% +$1.69M 0.98% 32
2022
Q1 		$5.92M Buy
243,791
+113,172
+87% +$2.94M 0.74% 60
2021
Q4 		$3.25M Buy
+130,619
New +$3.48M 0.41% 97
2019
Q3 		– Sell
-3,150
Closed -$42K – 229
2019
Q2 		$42K Buy
+3,150
New +$43.4K ﹤0.01% 267
2019
Q1 		– Sell
-3,150
Closed -$41K – 238
2018
Q4 		$41K Buy
+3,150
New +$47.5K ﹤0.01% 245

Other funds holding FFWM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return