SIM
FFWM

SummerHaven Investment Management’s First Foundation Inc FFWM Stock Holding History

SummerHaven Investment Management’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
Q3 		– Sell
-152,141
Closed -$776K – 236
2025
Q2 		$776K Buy
152,141
+2,806
+2% +$14.4K 0.51% 96
2025
Q1 		$775K Buy
149,335
+2,792
+2% +$15K 0.54% 80
2024
Q4 		$910K Hold
146,543
– – 0.56% 60
2024
Q3 		$914K Buy
+146,543
New +$937K 0.56% 51

Other funds holding FFWM

CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 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 $186M AUM 18.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SummerHaven Investment Management's FFWM Position: Q3 2025 in Review

SummerHaven Investment Management sold out of First Foundation Inc (FFWM) in Q3 2025, closing a stake of 152,141 shares — an estimated $776K sold.

SummerHaven Investment Management first reported a position in FFWM in Q3 2024 and held it in 4 quarters. The position peaked at $914K in Q3 2024. 145 funds tracked by Wall St. Rank hold FFWM as of Q3 2025.

  • SummerHaven Investment Management reported no remaining First Foundation Inc position as of Q3 2025 after selling out during the quarter.
  • SummerHaven Investment Management sold 152,141 First Foundation Inc shares in Q3 2025, an estimated $776K.
  • SummerHaven Investment Management first reported a position in First Foundation Inc in Q3 2024 and held it in 4 quarters.
  • SummerHaven Investment Management's First Foundation Inc position peaked at $914K in Q3 2024.
  • 145 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2025.

Based on SummerHaven Investment Management's 13F filing for Q3 2025, filed 3 Nov 2025.