Steward Partners Investment Advisory’s First Foundation Inc FFWM Stock Holding History

Steward Partners Investment Advisory’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 Q1	–	Sell	-1,707	Closed	-$10.6K	–	4058
2024 Q4	$10.6K	Sell	1,707 -1,707	-50%	-$12.3K	﹤0.01%	3071
2024 Q3	$21.3K	Hold	3,414	–	–	﹤0.01%	2637
2024 Q2	$22.4K	Hold	3,414	–	–	﹤0.01%	2479
2024 Q1	$25.8K	Buy	+3,414	New	+$29.2K	﹤0.01%	2411
2021 Q2	–	Sell	-3,000	Closed	-$70.4K	–	7194
2021 Q1	$70.4K	Buy	+3,000	New	+$67K	﹤0.01%	1812

Other funds holding FFWM

CCA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MCM

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

Steward Partners Investment Advisory's FFWM Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of First Foundation Inc (FFWM) in Q1 2025, closing a stake of 1,707 shares — an estimated $10.6K sold.

Steward Partners Investment Advisory first reported a position in FFWM in Q1 2021 and held it in 5 quarters. The position peaked at $70.4K in Q1 2021. 157 funds tracked by Wall St. Rank hold FFWM as of Q1 2025.

Steward Partners Investment Advisory reported no remaining First Foundation Inc position as of Q1 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,707 First Foundation Inc shares in Q1 2025, an estimated $10.6K.
Steward Partners Investment Advisory first reported a position in First Foundation Inc in Q1 2021 and held it in 5 quarters.
Steward Partners Investment Advisory's First Foundation Inc position peaked at $70.4K in Q1 2021.
157 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.