PWAM
FFWM

Private Wealth Asset Management’s First Foundation Inc FFWM Stock Holding History

Private Wealth Asset Management’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
-119
Closed -$618 – 1151
2025
Q1 		$618 Buy
+119
New +$638 ﹤0.01% 971

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 $186M AUM 18.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Private Wealth Asset Management's FFWM Position: Q2 2025 in Review

Private Wealth Asset Management sold out of First Foundation Inc (FFWM) in Q2 2025, closing a stake of 119 shares — an estimated $618 sold.

Private Wealth Asset Management first reported a position in FFWM in Q1 2025 and held it in 1 quarter. The position peaked at $618 in Q1 2025. 151 funds tracked by Wall St. Rank hold FFWM as of Q2 2025.

  • Private Wealth Asset Management reported no remaining First Foundation Inc position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 119 First Foundation Inc shares in Q2 2025, an estimated $618.
  • Private Wealth Asset Management first reported a position in First Foundation Inc in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's First Foundation Inc position peaked at $618 in Q1 2025.
  • 151 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.