Swiss National Bank
FFWM

Swiss National Bank’s First Foundation Inc FFWM Stock Holding History

Swiss National Bank’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
2023
Q4 		– Sell
-111,600
Closed -$679K – 2568
2023
Q3 		$679K Buy
111,600
+2,100
+2% +$13.8K ﹤0.01% 2424
2023
Q2 		$435K Hold
109,500
– – ﹤0.01% 2560
2023
Q1 		$816K Sell
109,500
-13,100
-11% -$175K ﹤0.01% 2363
2022
Q4 		$1.76M Buy
122,600
+2,000
+2% +$31K ﹤0.01% 1972
2022
Q3 		$2.19M Buy
120,600
+900
+0.8% +$17.9K ﹤0.01% 1815
2022
Q2 		$2.45M Buy
119,700
+6,300
+6% +$139K ﹤0.01% 1778
2022
Q1 		$2.75M Buy
113,400
+6,500
+6% +$169K ﹤0.01% 1843
2021
Q4 		$2.66M Buy
106,900
+23,200
+28% +$618K ﹤0.01% 1872
2021
Q3 		$2.2M Hold
83,700
– – ﹤0.01% 1994
2021
Q2 		$1.88M Sell
83,700
-2,300
-3% -$55.2K ﹤0.01% 2144
2021
Q1 		$2.02M Hold
86,000
– – ﹤0.01% 1994
2020
Q4 		$1.72M Hold
86,000
– – ﹤0.01% 1995
2020
Q3 		$1.12M Buy
86,000
+1,300
+2% +$19.7K ﹤0.01% 2028
2020
Q2 		$1.38M Buy
84,700
+11,100
+15% +$149K ﹤0.01% 1913
2020
Q1 		$752K Buy
73,600
+1,000
+1% +$14.8K ﹤0.01% 1986
2019
Q4 		$1.26M Buy
72,600
+2,300
+3% +$37K ﹤0.01% 2009
2019
Q3 		$1.07M Hold
70,300
– – ﹤0.01% 2021
2019
Q2 		$945K Buy
70,300
+9,500
+16% +$131K ﹤0.01% 2145
2019
Q1 		$825K Buy
60,800
+1,900
+3% +$27.5K ﹤0.01% 2175
2018
Q4 		$757K Sell
58,900
-1,700
-3% -$25.7K ﹤0.01% 2152
2018
Q3 		$947K Hold
60,600
– – ﹤0.01% 2173
2018
Q2 		$1.12M Buy
60,600
+8,600
+17% +$163K ﹤0.01% 2094
2018
Q1 		$964K Hold
52,000
– – ﹤0.01% 2097
2017
Q4 		$964K Buy
52,000
+5,500
+12% +$102K ﹤0.01% 2113
2017
Q3 		$832K Hold
46,500
– – ﹤0.01% 2175
2017
Q2 		$764K Buy
+46,500
New +$741K ﹤0.01% 2212

Other funds holding FFWM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Swiss National Bank's FFWM Position: Q4 2023 in Review

Swiss National Bank sold out of First Foundation Inc (FFWM) in Q4 2023, closing a stake of 111,600 shares — an estimated $679K sold.

Swiss National Bank first reported a position in FFWM in Q2 2017 and held it in 26 quarters. The position peaked at $2.75M in Q1 2022. 146 funds tracked by Wall St. Rank hold FFWM as of Q4 2023.

  • Swiss National Bank reported no remaining First Foundation Inc position as of Q4 2023 after selling out during the quarter.
  • Swiss National Bank sold 111,600 First Foundation Inc shares in Q4 2023, an estimated $679K.
  • Swiss National Bank first reported a position in First Foundation Inc in Q2 2017 and held it in 26 quarters.
  • Swiss National Bank's First Foundation Inc position peaked at $2.75M in Q1 2022.
  • 146 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2023.

Based on Swiss National Bank's 13F filing for Q4 2023, filed 6 Feb 2024.