Rothschild Investment LLC’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
-60
Closed -$354 3673
2026
Q1
$354 Sell
60
-50
-45% -$303 ﹤0.01% 3205
2025
Q4
$678 Buy
+110
New +$616 ﹤0.01% 2821
2025
Q3
Sell
-105
Closed -$536 3180
2025
Q2
$536 Sell
105
-5
-5% -$26 ﹤0.01% 2720
2025
Q1
$571 Buy
110
+40
+57% +$215 ﹤0.01% 2580
2024
Q4
$435 Sell
70
-55
-44% -$397 ﹤0.01% 2588
2024
Q3
$780 Buy
125
+75
+150% +$480 ﹤0.01% 2324
2024
Q2
$328 Buy
50
+35
+233% +$214 ﹤0.01% 2249
2024
Q1
$113 Buy
+15
New +$128 ﹤0.01% 2150

Rothschild Investment LLC's FFWM Position: Q2 2026 in Review

Rothschild Investment LLC sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 60 shares — an estimated $354 sold.

Rothschild Investment LLC first reported a position in FFWM in Q1 2024 and held it in 8 quarters. The position peaked at $780 in Q3 2024. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.

  • Rothschild Investment LLC reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
  • Rothschild Investment LLC sold 60 First Foundation Inc shares in Q2 2026, an estimated $354.
  • Rothschild Investment LLC first reported a position in First Foundation Inc in Q1 2024 and held it in 8 quarters.
  • Rothschild Investment LLC's First Foundation Inc position peaked at $780 in Q3 2024.
  • 0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.