Summit Securities Group’s First Foundation Inc FFWM Stock Holding History

Summit Securities Group’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 Q2	–	Sell	-2,800	Closed	-$16.5K	–	1227
2026 Q1	$16.5K	Buy	+2,800	New	+$17K	﹤0.01%	556
2016 Q3	–	Sell	-28,610	Closed	-$308K	–	196
2016 Q2	$308K	Buy	+28,610	New	+$317K	0.16%	142

Summit Securities Group's FFWM Position: Q2 2026 in Review

Summit Securities Group sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 2,800 shares — an estimated $16.5K sold.

Summit Securities Group first reported a position in FFWM in Q2 2016 and held it in 2 quarters. The position peaked at $308K in Q2 2016. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.

Summit Securities Group reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
Summit Securities Group sold 2,800 First Foundation Inc shares in Q2 2026, an estimated $16.5K.
Summit Securities Group first reported a position in First Foundation Inc in Q2 2016 and held it in 2 quarters.
Summit Securities Group's First Foundation Inc position peaked at $308K in Q2 2016.
0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.