Summit Securities Group’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
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

Other funds holding FFWM

Summit Securities Group's FFWM Position: Q1 2026 in Review

Summit Securities Group opened a new position in First Foundation Inc (FFWM) in Q1 2026: 2,800 shares worth $16.5K. The stake represents ﹤0.01% of the portfolio and ranks #556 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in FFWM as recently as Q2 2016.

Summit Securities Group first reported a position in FFWM in Q2 2016 and has held it in 2 quarters since. The position peaked at $308K in Q2 2016. 154 funds tracked by Wall St. Rank hold FFWM as of Q1 2026.

  • Summit Securities Group held 2,800 shares of First Foundation Inc worth $16.5K as of Q1 2026.
  • First Foundation Inc was a new Summit Securities Group position in Q1 2026.
  • First Foundation Inc made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #556 holding.
  • Summit Securities Group first reported a position in First Foundation Inc in Q2 2016 and has held it in 2 quarters since.
  • Summit Securities Group's First Foundation Inc position peaked at $308K in Q2 2016.
  • 154 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.