Red Tortoise LLC’s First Foundation Inc FFWM Stock Holding History

Red Tortoise LLC’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	$1.88K	Hold	319	–	–	﹤0.01%	552
2025 Q4	$1.97K	Hold	319	–	–	﹤0.01%	556
2025 Q3	$1.78K	Hold	319	–	–	﹤0.01%	553
2025 Q2	$1.63K	Hold	319	–	–	﹤0.01%	557
2025 Q1	$1.66K	Hold	319	–	–	﹤0.01%	534
2024 Q4	$1.98K	Hold	319	–	–	﹤0.01%	526
2024 Q3	$1.99K	Hold	319	–	–	﹤0.01%	517
2024 Q2	$2.09K	Hold	319	–	–	﹤0.01%	505
2024 Q1	$2.41K	Hold	319	–	–	﹤0.01%	484
2023 Q4	$3.09K	Hold	319	–	–	﹤0.01%	377
2023 Q3	$1.94K	Hold	319	–	–	﹤0.01%	452
2023 Q2	$1.27K	Buy	+319	New	+$1.64K	﹤0.01%	520

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 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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 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

Red Tortoise LLC's FFWM Position: Q1 2026 in Review

Red Tortoise LLC held its First Foundation Inc (FFWM) position steady in Q1 2026 at 319 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Red Tortoise LLC first reported a position in FFWM in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.09K in Q4 2023. 154 funds tracked by Wall St. Rank hold FFWM as of Q1 2026.

Red Tortoise LLC held 319 shares of First Foundation Inc worth $1.88K as of Q1 2026.
Red Tortoise LLC left its First Foundation Inc share count unchanged in Q1 2026.
First Foundation Inc made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #552 holding.
Red Tortoise LLC first reported a position in First Foundation Inc in Q2 2023 and has held it in 12 quarters since.
Red Tortoise LLC's First Foundation Inc position peaked at $3.09K in Q4 2023.
154 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.