Stephens Inc’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
-120,000
Closed -$708K 1350
2026
Q1
$708K Hold
120,000
0.01% 747
2025
Q4
$739K Hold
120,000
0.01% 709
2025
Q3
$668K Buy
+120,000
New +$662K 0.01% 762
2024
Q4
Sell
-40,000
Closed -$250K 1300
2024
Q3
$250K Sell
40,000
-30,000
-43% -$192K ﹤0.01% 1102
2024
Q2
$459K Hold
70,000
0.01% 830
2024
Q1
$529K Buy
70,000
+27,510
+65% +$235K 0.01% 788
2023
Q4
$411K Sell
42,490
-30,203
-42% -$193K 0.01% 826
2023
Q3
$442K Buy
72,693
+35,091
+93% +$231K 0.01% 775
2023
Q2
$149K Sell
37,602
-1,030
-3% -$5.31K ﹤0.01% 1104
2023
Q1
$288K Buy
+38,632
New +$516K 0.01% 896

Stephens Inc's FFWM Position: Q2 2026 in Review

Stephens Inc sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 120,000 shares — an estimated $708K sold.

Stephens Inc first reported a position in FFWM in Q1 2023 and held it in 10 quarters. The position peaked at $739K in Q4 2025. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.

  • Stephens Inc reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
  • Stephens Inc sold 120,000 First Foundation Inc shares in Q2 2026, an estimated $708K.
  • Stephens Inc first reported a position in First Foundation Inc in Q1 2023 and held it in 10 quarters.
  • Stephens Inc's First Foundation Inc position peaked at $739K in Q4 2025.
  • 0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.