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 | $458K | Hold |
70,000
| – | – | 0.01% | 830 |
|
|
2024
Q1 | $528K | 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.