SW
FFWM

SteelPeak Wealth’s First Foundation Inc FFWM Stock Holding History

SteelPeak Wealth’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
-16,283
Closed -$90.7K – 576
2025
Q3 		$90.7K Hold
16,283
– – ﹤0.01% 559
2025
Q2 		$83K Hold
16,283
– – ﹤0.01% 525
2025
Q1 		$84.5K Hold
16,283
– – ﹤0.01% 523
2024
Q4 		$101K Hold
16,283
– – ﹤0.01% 516
2024
Q3 		$102K Hold
16,283
– – ﹤0.01% 477
2024
Q2 		$107K Hold
16,283
– – ﹤0.01% 494
2024
Q1 		$123K Hold
16,283
– – 0.01% 446
2023
Q4 		$158K Hold
16,283
– – 0.01% 402
2023
Q3 		$99K Hold
16,283
– – 0.01% 403
2023
Q2 		$64.6K Buy
+16,283
New +$83.9K ﹤0.01% 429

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

SteelPeak Wealth's FFWM Position: Q4 2025 in Review

SteelPeak Wealth sold out of First Foundation Inc (FFWM) in Q4 2025, closing a stake of 16,283 shares — an estimated $90.7K sold.

SteelPeak Wealth first reported a position in FFWM in Q2 2023 and held it in 10 quarters. The position peaked at $158K in Q4 2023. 159 funds tracked by Wall St. Rank hold FFWM as of Q4 2025.

  • SteelPeak Wealth reported no remaining First Foundation Inc position as of Q4 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 16,283 First Foundation Inc shares in Q4 2025, an estimated $90.7K.
  • SteelPeak Wealth first reported a position in First Foundation Inc in Q2 2023 and held it in 10 quarters.
  • SteelPeak Wealth's First Foundation Inc position peaked at $158K in Q4 2023.
  • 159 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.