Principal Financial Group
FFWM

Principal Financial Group’s First Foundation Inc FFWM Stock Holding History

Principal Financial Group’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
Q1 		– Sell
-32,971
Closed -$319K – 2446
2023
Q4 		$319K Buy
32,971
+6,045
+22% +$38.5K ﹤0.01% 2045
2023
Q3 		$164K Buy
26,926
+8,888
+49% +$58.6K ﹤0.01% 2195
2023
Q2 		$71.6K Buy
+18,038
New +$93K ﹤0.01% 2334
2023
Q1 		– Sell
-551,152
Closed -$7.9M – 2475
2022
Q4 		$7.9M Sell
551,152
-715,123
-56% -$11.1M 0.01% 1367
2022
Q3 		$23M Buy
1,266,275
+8,585
+0.7% +$170K 0.02% 689
2022
Q2 		$25.8M Buy
1,257,690
+309,862
+33% +$6.85M 0.02% 668
2022
Q1 		$23M Buy
947,828
+44,486
+5% +$1.16M 0.01% 826
2021
Q4 		$22.5M Buy
903,342
+9,685
+1% +$258K 0.01% 870
2021
Q3 		$23.5M Buy
893,657
+15,981
+2% +$382K 0.02% 813
2021
Q2 		$19.8M Buy
877,676
+191,460
+28% +$4.6M 0.01% 984
2021
Q1 		$16.1M Buy
686,216
+53,542
+8% +$1.2M 0.01% 1098
2020
Q4 		$12.7M Buy
632,674
+114,756
+22% +$1.96M 0.01% 1087
2020
Q3 		$6.77M Buy
517,918
+57,216
+12% +$868K 0.01% 1314
2020
Q2 		$7.53M Buy
+460,702
New +$6.19M 0.01% 1214
2018
Q4 		– Sell
-17,390
Closed -$272K – 2265
2018
Q3 		$272K Buy
17,390
+249
+1% +$4.2K ﹤0.01% 2098
2018
Q2 		$318K Buy
17,141
+5,959
+53% +$113K ﹤0.01% 2068
2018
Q1 		$207K Buy
11,182
+1,050
+10% +$19.7K ﹤0.01% 2099
2017
Q4 		$188K Buy
+10,132
New +$187K ﹤0.01% 2143

Other funds holding FFWM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

Principal Financial Group's FFWM Position: Q1 2024 in Review

Principal Financial Group sold out of First Foundation Inc (FFWM) in Q1 2024, closing a stake of 32,971 shares — an estimated $319K sold.

Principal Financial Group first reported a position in FFWM in Q4 2017 and held it in 18 quarters. The position peaked at $25.8M in Q2 2022. 155 funds tracked by Wall St. Rank hold FFWM as of Q1 2024.

  • Principal Financial Group reported no remaining First Foundation Inc position as of Q1 2024 after selling out during the quarter.
  • Principal Financial Group sold 32,971 First Foundation Inc shares in Q1 2024, an estimated $319K.
  • Principal Financial Group first reported a position in First Foundation Inc in Q4 2017 and held it in 18 quarters.
  • Principal Financial Group's First Foundation Inc position peaked at $25.8M in Q2 2022.
  • 155 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2024.

Based on Principal Financial Group's 13F filing for Q1 2024, filed 29 Apr 2024.