PWMG
FFWM

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

Private Wealth Management 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
2026
Q1 		– Sell
-181
Closed -$1.11K – 1483
2025
Q4 		$1.11K Hold
181
– – ﹤0.01% 1242
2025
Q3 		$1.01K Hold
181
– – ﹤0.01% 1281
2025
Q2 		$924 Hold
181
– – ﹤0.01% 1303
2025
Q1 		$940 Hold
181
– – ﹤0.01% 1282
2024
Q4 		$1.13K Hold
181
– – ﹤0.01% 1264
2024
Q3 		$1.13K Hold
181
– – ﹤0.01% 1244
2024
Q2 		$1.19K Hold
181
– – ﹤0.01% 1227
2024
Q1 		$1.37K Hold
181
– – ﹤0.01% 1138
2023
Q4 		$1.75K Buy
+181
New +$1.15K ﹤0.01% 1039

Other funds holding FFWM

CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Private Wealth Management Group's FFWM Position: Q1 2026 in Review

Private Wealth Management Group sold out of First Foundation Inc (FFWM) in Q1 2026, closing a stake of 181 shares — an estimated $1.11K sold.

Private Wealth Management Group first reported a position in FFWM in Q4 2023 and held it in 9 quarters. The position peaked at $1.75K in Q4 2023. 154 funds tracked by Wall St. Rank hold FFWM as of Q1 2026.

  • Private Wealth Management Group reported no remaining First Foundation Inc position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 181 First Foundation Inc shares in Q1 2026, an estimated $1.11K.
  • Private Wealth Management Group first reported a position in First Foundation Inc in Q4 2023 and held it in 9 quarters.
  • Private Wealth Management Group's First Foundation Inc position peaked at $1.75K in Q4 2023.
  • 154 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.