Physician Wealth Advisors’s First Foundation Inc FFWM Stock Holding History

Physician Wealth Advisors’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 Q2	–	Sell	-93	Closed	-$549	–	2379
2026 Q1	$549	Hold	93	–	–	﹤0.01%	1886
2025 Q4	$573	Buy	+93	New	+$521	﹤0.01%	1811

Physician Wealth Advisors's FFWM Position: Q2 2026 in Review

Physician Wealth Advisors sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 93 shares — an estimated $549 sold.

Physician Wealth Advisors first reported a position in FFWM in Q4 2025 and held it in 2 quarters. The position peaked at $573 in Q4 2025. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.

Physician Wealth Advisors reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
Physician Wealth Advisors sold 93 First Foundation Inc shares in Q2 2026, an estimated $549.
Physician Wealth Advisors first reported a position in First Foundation Inc in Q4 2025 and held it in 2 quarters.
Physician Wealth Advisors's First Foundation Inc position peaked at $573 in Q4 2025.
0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.