UBS AM’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 |
-15,545
| Closed | -$91.7K | – | 3775 |
|
|
2026
Q1 | $91.7K | Buy |
15,545
+14,933
| +2,440% | +$90.6K | ﹤0.01% | 2856 |
|
|
2025
Q4 | $3.77K | Buy |
+612
| New | +$3.43K | ﹤0.01% | 3028 |
|
|
2023
Q4 | – | Sell |
-28,698
| Closed | -$174K | – | 2566 |
|
|
2023
Q3 | $174K | Hold |
28,698
| – | – | ﹤0.01% | 2529 |
|
|
2023
Q2 | $214K | Hold |
28,698
| – | – | ﹤0.01% | 2558 |
|
|
2023
Q1 | $214K | Sell |
28,698
-11,325
| -28% | -$151K | ﹤0.01% | 2558 |
|
|
2022
Q4 | $574K | Hold |
40,023
| – | – | ﹤0.01% | 2125 |
|
|
2022
Q3 | $726K | Buy |
40,023
+2,138
| +6% | +$42.4K | ﹤0.01% | 2150 |
|
|
2022
Q2 | $776K | Sell |
37,885
-1,725
| -4% | -$38.2K | ﹤0.01% | 2095 |
|
|
2022
Q1 | $962K | Buy |
39,610
+19,166
| +94% | +$498K | ﹤0.01% | 2167 |
|
|
2021
Q4 | $508K | Buy |
20,444
+20
| +0.1% | +$533 | ﹤0.01% | 2553 |
|
|
2021
Q3 | $537K | Buy |
20,424
+603
| +3% | +$14.4K | ﹤0.01% | 2476 |
|
|
2021
Q2 | $446K | Buy |
19,821
+10,025
| +102% | +$241K | ﹤0.01% | 2570 |
|
|
2021
Q1 | $230K | Sell |
9,796
-18,407
| -65% | -$411K | ﹤0.01% | 2540 |
|
|
2020
Q4 | $564K | Hold |
28,203
| – | – | ﹤0.01% | 2262 |
|
|
2020
Q3 | $369K | Buy |
28,203
+11,903
| +73% | +$181K | ﹤0.01% | 2258 |
|
|
2020
Q2 | $266K | Hold |
16,300
| – | – | ﹤0.01% | 2314 |
|
|
2020
Q1 | $167K | Sell |
16,300
-16,417
| -50% | -$243K | ﹤0.01% | 2330 |
|
|
2019
Q4 | $569K | Buy |
32,717
+143
| +0.4% | +$2.3K | ﹤0.01% | 2185 |
|
|
2019
Q3 | $498K | Buy |
32,574
+14,474
| +80% | +$208K | ﹤0.01% | 2301 |
|
|
2019
Q2 | $243K | Hold |
18,100
| – | – | ﹤0.01% | 2480 |
|
|
2019
Q1 | $246K | Hold |
18,100
| – | – | ﹤0.01% | 2388 |
|
|
2018
Q4 | $233K | Buy |
18,100
+1,800
| +11% | +$27.2K | ﹤0.01% | 2322 |
|
|
2018
Q3 | $255K | Hold |
16,300
| – | – | ﹤0.01% | 2339 |
|
|
2018
Q2 | $302K | Hold |
16,300
| – | – | ﹤0.01% | 2294 |
|
|
2018
Q1 | $302K | Buy |
+16,300
| New | +$305K | ﹤0.01% | 2212 |
|
UBS AM's FFWM Position: Q2 2026 in Review
UBS AM sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 15,545 shares — an estimated $91.7K sold.
UBS AM first reported a position in FFWM in Q1 2018 and held it in 25 quarters. The position peaked at $962K in Q1 2022. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.
- UBS AM reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
- UBS AM sold 15,545 First Foundation Inc shares in Q2 2026, an estimated $91.7K.
- UBS AM first reported a position in First Foundation Inc in Q1 2018 and held it in 25 quarters.
- UBS AM's First Foundation Inc position peaked at $962K in Q1 2022.
- 0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.
Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.