TPWA
FFWM

Twin Peaks Wealth Advisors’s First Foundation Inc FFWM Stock Holding History

Twin Peaks Wealth Advisors’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 		$77 Buy
+13
New +$79 ﹤0.01% 2266
2025
Q3 		– Sell
-5
Closed -$26 – 840
2025
Q2 		$26 Buy
+5
New +$26 ﹤0.01% 2234

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

Twin Peaks Wealth Advisors's FFWM Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in First Foundation Inc (FFWM) in Q1 2026: 13 shares worth $77. The stake represents ﹤0.01% of the portfolio and ranks #2266 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in FFWM as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in FFWM in Q2 2025 and has held it in 2 quarters since. 154 funds tracked by Wall St. Rank hold FFWM as of Q1 2026.

  • Twin Peaks Wealth Advisors held 13 shares of First Foundation Inc worth $77 as of Q1 2026.
  • First Foundation Inc was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • First Foundation Inc made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #2266 holding.
  • Twin Peaks Wealth Advisors first reported a position in First Foundation Inc in Q2 2025 and has held it in 2 quarters since.
  • 154 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.