SEI Investments’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 |
-166,166
| Closed | -$980K | – | 3328 |
|
|
2026
Q1 | $980K | Buy |
166,166
+102,541
| +161% | +$622K | ﹤0.01% | 2362 |
|
|
2025
Q4 | $392K | Hold |
63,625
| – | – | ﹤0.01% | 2615 |
|
|
2025
Q3 | $354K | Buy |
63,625
+6,600
| +12% | +$36.4K | ﹤0.01% | 2395 |
|
|
2025
Q2 | $291K | Hold |
57,025
| – | – | ﹤0.01% | 2424 |
|
|
2025
Q1 | $296K | Sell |
57,025
-121
| -0.2% | -$649 | ﹤0.01% | 2345 |
|
|
2024
Q4 | $355K | Hold |
57,146
| – | – | ﹤0.01% | 2294 |
|
|
2024
Q3 | $357K | Buy |
57,146
+12,900
| +29% | +$82.5K | ﹤0.01% | 2292 |
|
|
2024
Q2 | $290K | Buy |
44,246
+10,350
| +31% | +$63.4K | ﹤0.01% | 2360 |
|
|
2024
Q1 | $256K | Buy |
33,896
+11,421
| +51% | +$97.7K | ﹤0.01% | 2362 |
|
|
2023
Q4 | $218K | Hold |
22,475
| – | – | ﹤0.01% | 2417 |
|
|
2023
Q3 | $137K | Buy |
+22,475
| New | +$148K | ﹤0.01% | 2482 |
|
|
2021
Q2 | – | Sell |
-11,956
| Closed | -$255K | – | 2569 |
|
|
2021
Q1 | $255K | Buy |
+11,956
| New | +$267K | ﹤0.01% | 2304 |
|
|
2018
Q3 | – | Sell |
-29
| Closed | -$1K | – | 2781 |
|
|
2018
Q2 | $1K | Buy |
+29
| New | +$549 | ﹤0.01% | 3447 |
|
SEI Investments's FFWM Position: Q2 2026 in Review
SEI Investments sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 166,166 shares — an estimated $980K sold.
SEI Investments first reported a position in FFWM in Q2 2018 and held it in 13 quarters. The position peaked at $980K in Q1 2026. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.
- SEI Investments reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
- SEI Investments sold 166,166 First Foundation Inc shares in Q2 2026, an estimated $980K.
- SEI Investments first reported a position in First Foundation Inc in Q2 2018 and held it in 13 quarters.
- SEI Investments's First Foundation Inc position peaked at $980K in Q1 2026.
- 0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.
Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.