SW
FFWM

SVB Wealth’s First Foundation Inc FFWM Stock Holding History

SVB Wealth’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
Q2 		– Sell
-41
Closed -$213 – 913
2025
Q1 		$213 Buy
+41
New +$220 ﹤0.01% 1471

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

SVB Wealth's FFWM Position: Q2 2025 in Review

SVB Wealth sold out of First Foundation Inc (FFWM) in Q2 2025, closing a stake of 41 shares — an estimated $213 sold.

SVB Wealth first reported a position in FFWM in Q1 2025 and held it in 1 quarter. The position peaked at $213 in Q1 2025. 151 funds tracked by Wall St. Rank hold FFWM as of Q2 2025.

  • SVB Wealth reported no remaining First Foundation Inc position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 41 First Foundation Inc shares in Q2 2025, an estimated $213.
  • SVB Wealth first reported a position in First Foundation Inc in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's First Foundation Inc position peaked at $213 in Q1 2025.
  • 151 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.