Rockefeller Capital Management’s First Foundation Inc FFWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-3,529
Closed -$20.8K 4779
2026
Q1
$20.8K Buy
3,529
+832
+31% +$5.05K ﹤0.01% 3704
2025
Q4
$16.6K Buy
2,697
+545
+25% +$3.05K ﹤0.01% 3592
2025
Q3
$12K Buy
+2,152
New +$11.9K ﹤0.01% 3577
2022
Q3
Sell
-30
Closed 4022
2022
Q2
$0 Sell
30
-22
-42% -$487 ﹤0.01% 4191
2022
Q1
$1K Sell
52
-154
-75% -$4K ﹤0.01% 3727
2021
Q4
$5K Buy
206
+18
+10% +$480 ﹤0.01% 3262
2021
Q3
$4K Buy
+188
New +$4.49K ﹤0.01% 3228

Rockefeller Capital Management's FFWM Position: Q2 2026 in Review

Rockefeller Capital Management sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 3,529 shares — an estimated $20.8K sold.

Rockefeller Capital Management first reported a position in FFWM in Q3 2021 and held it in 7 quarters. The position peaked at $20.8K in Q1 2026. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.

  • Rockefeller Capital Management reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 3,529 First Foundation Inc shares in Q2 2026, an estimated $20.8K.
  • Rockefeller Capital Management first reported a position in First Foundation Inc in Q3 2021 and held it in 7 quarters.
  • Rockefeller Capital Management's First Foundation Inc position peaked at $20.8K in Q1 2026.
  • 0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.