Tortuga Wealth Management’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
Q2
Sell
-26,250
Closed -$155K 139
2026
Q1
$155K Hold
26,250
0.14% 116
2025
Q4
$162K Buy
+26,250
New +$147K 0.17% 100

Tortuga Wealth Management's FFWM Position: Q2 2026 in Review

Tortuga Wealth Management sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 26,250 shares — an estimated $155K sold.

Tortuga Wealth Management first reported a position in FFWM in Q4 2025 and held it in 2 quarters. The position peaked at $162K in Q4 2025. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.

  • Tortuga Wealth Management reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
  • Tortuga Wealth Management sold 26,250 First Foundation Inc shares in Q2 2026, an estimated $155K.
  • Tortuga Wealth Management first reported a position in First Foundation Inc in Q4 2025 and held it in 2 quarters.
  • Tortuga Wealth Management's First Foundation Inc position peaked at $162K in Q4 2025.
  • 0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.

Based on Tortuga Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.