RA
FFWM

Rise Advisors’s First Foundation Inc FFWM Stock Holding History

Rise Advisors’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
Q4 		– Sell
-209
Closed -$1.16K – 579
2025
Q3 		$1.16K Buy
209
+111
+113% +$613 ﹤0.01% 1257
2025
Q2 		$500 Sell
98
-99
-50% -$507 ﹤0.01% 1416
2025
Q1 		$1.02K Buy
+197
New +$1.06K ﹤0.01% 1251

Other funds holding FFWM

CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 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 $143M AUM 32.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MCM
Maltese Capital Management New York $549M AUM 32.66% 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

Rise Advisors's FFWM Position: Q4 2025 in Review

Rise Advisors sold out of First Foundation Inc (FFWM) in Q4 2025, closing a stake of 209 shares — an estimated $1.16K sold.

Rise Advisors first reported a position in FFWM in Q1 2025 and held it in 3 quarters. The position peaked at $1.16K in Q3 2025. 159 funds tracked by Wall St. Rank hold FFWM as of Q4 2025.

  • Rise Advisors reported no remaining First Foundation Inc position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 209 First Foundation Inc shares in Q4 2025, an estimated $1.16K.
  • Rise Advisors first reported a position in First Foundation Inc in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's First Foundation Inc position peaked at $1.16K in Q3 2025.
  • 159 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.