True Wealth Design’s First Foundation Inc FFWM Stock Holding History

True Wealth Design’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 Q2	–	Sell	-60	Closed	-$354	–	2737
2026 Q1	$354	Hold	60	–	–	﹤0.01%	2169
2025 Q4	$370	Hold	60	–	–	﹤0.01%	2052
2025 Q3	$335	Buy	60 +43	+253%	+$237	﹤0.01%	2144
2025 Q2	$87	Buy	+17	New	+$87	﹤0.01%	2278

True Wealth Design's FFWM Position: Q2 2026 in Review

True Wealth Design sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 60 shares — an estimated $354 sold.

True Wealth Design first reported a position in FFWM in Q2 2025 and held it in 4 quarters. The position peaked at $370 in Q4 2025. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.

True Wealth Design reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 60 First Foundation Inc shares in Q2 2026, an estimated $354.
True Wealth Design first reported a position in First Foundation Inc in Q2 2025 and held it in 4 quarters.
True Wealth Design's First Foundation Inc position peaked at $370 in Q4 2025.
0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.