Root Financial Partners’s First Foundation Inc FFWM Stock Holding History

Root Financial Partners’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 Q2	–	Sell	-65	Closed	-$384	–	1362
2026 Q1	$384	Buy	+65	New	+$394	﹤0.01%	2957

Root Financial Partners's FFWM Position: Q2 2026 in Review

Root Financial Partners sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 65 shares — an estimated $384 sold.

Root Financial Partners first reported a position in FFWM in Q1 2026 and held it in 1 quarter. The position peaked at $384 in Q1 2026. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.

Root Financial Partners reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 65 First Foundation Inc shares in Q2 2026, an estimated $384.
Root Financial Partners first reported a position in First Foundation Inc in Q1 2026 and held it in 1 quarter.
Root Financial Partners's First Foundation Inc position peaked at $384 in Q1 2026.
0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.