TWM
FFWM

Tortuga Wealth Management’s First Foundation Inc FFWM Stock Holding History

Tortuga Wealth Management’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
Q1 		$155K Hold
26,250
– – 0.14% 116
2025
Q4 		$162K Buy
+26,250
New +$147K 0.17% 100

Other funds holding FFWM

CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Tortuga Wealth Management's FFWM Position: Q1 2026 in Review

Tortuga Wealth Management held its First Foundation Inc (FFWM) position steady in Q1 2026 at 26,250 shares worth $155K. The position accounts for 0.14% of the portfolio, ranked #116.

Tortuga Wealth Management first reported a position in FFWM in Q4 2025 and has held it in 2 quarters since. The position peaked at $162K in Q4 2025. 154 funds tracked by Wall St. Rank hold FFWM as of Q1 2026.

  • Tortuga Wealth Management held 26,250 shares of First Foundation Inc worth $155K as of Q1 2026.
  • Tortuga Wealth Management left its First Foundation Inc share count unchanged in Q1 2026.
  • First Foundation Inc made up 0.14% of Tortuga Wealth Management's portfolio in Q1 2026, its #116 holding.
  • Tortuga Wealth Management first reported a position in First Foundation Inc in Q4 2025 and has held it in 2 quarters since.
  • Tortuga Wealth Management's First Foundation Inc position peaked at $162K in Q4 2025.
  • 154 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.