Stephens Inc’s First Foundation Inc FFWM Stock Holding History

Stephens Inc’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 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

Other funds holding FFWM

CCA

Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return

SVBP

Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FIG

Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Stephens Inc's FFWM Position: Q1 2026 in Review

Stephens Inc held its First Foundation Inc (FFWM) position steady in Q1 2026 at 120,000 shares worth $708K. The position accounts for 0.01% of the portfolio, ranked #747.

Stephens Inc first reported a position in FFWM in Q1 2023 and has held it in 10 quarters since. The position peaked at $739K in Q4 2025. 154 funds tracked by Wall St. Rank hold FFWM as of Q1 2026.

Stephens Inc held 120,000 shares of First Foundation Inc worth $708K as of Q1 2026.
Stephens Inc left its First Foundation Inc share count unchanged in Q1 2026.
First Foundation Inc made up 0.01% of Stephens Inc's portfolio in Q1 2026, its #747 holding.
Stephens Inc first reported a position in First Foundation Inc in Q1 2023 and has held it in 10 quarters since.
Stephens Inc's First Foundation Inc position peaked at $739K in Q4 2025.
154 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.