R Squared’s First Foundation Inc FFWM Stock Holding History

R Squared’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 Q1	–	Sell	-1,600	Closed	-$9.94K	–	702
2024 Q4	$9.94K	Buy	+1,600	New	+$11.5K	0.01%	1153

Other funds holding FFWM

CCA

Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SVBP

Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FIG

Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

R Squared's FFWM Position: Q1 2025 in Review

R Squared sold out of First Foundation Inc (FFWM) in Q1 2025, closing a stake of 1,600 shares — an estimated $9.94K sold.

R Squared first reported a position in FFWM in Q4 2024 and held it in 1 quarter. The position peaked at $9.94K in Q4 2024. 157 funds tracked by Wall St. Rank hold FFWM as of Q1 2025.

R Squared reported no remaining First Foundation Inc position as of Q1 2025 after selling out during the quarter.
R Squared sold 1,600 First Foundation Inc shares in Q1 2025, an estimated $9.94K.
R Squared first reported a position in First Foundation Inc in Q4 2024 and held it in 1 quarter.
R Squared's First Foundation Inc position peaked at $9.94K in Q4 2024.
157 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.