UBS Group’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 |
-45,986
| Closed | -$271K | – | 10626 |
|
|
2026
Q1 | $271K | Sell |
45,986
-144,622
| -76% | -$877K | ﹤0.01% | 6460 |
|
|
2025
Q4 | $1.17M | Sell |
190,608
-6,974
| -4% | -$39K | ﹤0.01% | 5436 |
|
|
2025
Q3 | $1.1M | Sell |
197,582
-519,163
| -72% | -$2.86M | ﹤0.01% | 5493 |
|
|
2025
Q2 | $3.66M | Buy |
716,745
+593,543
| +482% | +$3.04M | ﹤0.01% | 4196 |
|
|
2025
Q1 | $639K | Sell |
123,202
-26,990
| -18% | -$145K | ﹤0.01% | 5662 |
|
|
2024
Q4 | $933K | Buy |
150,192
+80,081
| +114% | +$578K | ﹤0.01% | 5357 |
|
|
2024
Q3 | $437K | Buy |
70,111
+2,509
| +4% | +$16.1K | ﹤0.01% | 5325 |
|
|
2024
Q2 | $443K | Buy |
67,602
+2,223
| +3% | +$13.6K | ﹤0.01% | 5093 |
|
|
2024
Q1 | $494K | Sell |
65,379
-24,546
| -27% | -$210K | ﹤0.01% | 5220 |
|
|
2023
Q4 | $870K | Buy |
89,925
+59,940
| +200% | +$382K | ﹤0.01% | 4627 |
|
|
2023
Q3 | $182K | Sell |
29,985
-9,799
| -25% | -$64.6K | ﹤0.01% | 5422 |
|
|
2023
Q2 | $158K | Buy |
39,784
+584
| +1% | +$3.01K | ﹤0.01% | 5640 |
|
|
2023
Q1 | $292K | Buy |
39,200
+9,999
| +34% | +$133K | ﹤0.01% | 5100 |
|
|
2022
Q4 | $418K | Buy |
29,201
+6,276
| +27% | +$97.2K | ﹤0.01% | 4849 |
|
|
2022
Q3 | $417K | Sell |
22,925
-13,692
| -37% | -$272K | ﹤0.01% | 4501 |
|
|
2022
Q2 | $750K | Sell |
36,617
-12,217
| -25% | -$270K | ﹤0.01% | 3963 |
|
|
2022
Q1 | $1.19M | Buy |
48,834
+17,828
| +57% | +$463K | ﹤0.01% | 3931 |
|
|
2021
Q4 | $770K | Buy |
31,006
+15,126
| +95% | +$403K | ﹤0.01% | 4619 |
|
|
2021
Q3 | $418K | Sell |
15,880
-12,051
| -43% | -$288K | ﹤0.01% | 4847 |
|
|
2021
Q2 | $629K | Sell |
27,931
-4,672
| -14% | -$112K | ﹤0.01% | 4554 |
|
|
2021
Q1 | $765K | Buy |
32,603
+5,861
| +22% | +$131K | ﹤0.01% | 4517 |
|
|
2020
Q4 | $535K | Buy |
26,742
+17,917
| +203% | +$305K | ﹤0.01% | 4550 |
|
|
2020
Q3 | $115K | Sell |
8,825
-9,442
| -52% | -$143K | ﹤0.01% | 5107 |
|
|
2020
Q2 | $298K | Sell |
18,267
-4,403
| -19% | -$59.2K | ﹤0.01% | 4520 |
|
|
2020
Q1 | $232K | Sell |
22,670
-21,516
| -49% | -$318K | ﹤0.01% | 4604 |
|
|
2019
Q4 | $769K | Buy |
44,186
+11,049
| +33% | +$178K | ﹤0.01% | 4451 |
|
|
2019
Q3 | $506K | Buy |
33,137
+21,736
| +191% | +$312K | ﹤0.01% | 4552 |
|
|
2019
Q2 | $153K | Buy |
11,401
+9,258
| +432% | +$128K | ﹤0.01% | 5096 |
|
|
2019
Q1 | $29K | Sell |
2,143
-19,241
| -90% | -$278K | ﹤0.01% | 5970 |
|
|
2018
Q4 | $275K | Buy |
21,384
+4,557
| +27% | +$68.8K | ﹤0.01% | 4703 |
|
|
2018
Q3 | $263K | Buy |
16,827
+11,068
| +192% | +$186K | ﹤0.01% | 4847 |
|
|
2018
Q2 | $107K | Buy |
5,759
+4,047
| +236% | +$76.7K | ﹤0.01% | 5391 |
|
|
2018
Q1 | $32K | Buy |
1,712
+85
| +5% | +$1.59K | ﹤0.01% | 6039 |
|
|
2017
Q4 | $30K | Sell |
1,627
-822
| -34% | -$15.2K | ﹤0.01% | 6232 |
|
|
2017
Q3 | $44K | Buy |
2,449
+1,937
| +378% | +$32.8K | ﹤0.01% | 5877 |
|
|
2017
Q2 | $8K | Sell |
512
-59
| -10% | -$940 | ﹤0.01% | 6906 |
|
|
2017
Q1 | $9K | Sell |
571
-4,159
| -88% | -$63.6K | ﹤0.01% | 6670 |
|
|
2016
Q4 | $67K | Sell |
4,730
-2,038
| -30% | -$27.1K | ﹤0.01% | 5595 |
|
|
2016
Q3 | $84K | Buy |
6,768
+6,352
| +1,527% | +$75.8K | ﹤0.01% | 5094 |
|
|
2016
Q2 | $4K | Sell |
416
-85,396
| -100% | -$945K | ﹤0.01% | 7223 |
|
|
2016
Q1 | $963K | Buy |
85,812
+81,204
| +1,762% | +$893K | ﹤0.01% | 3286 |
|
|
2015
Q4 | $54K | Buy |
4,608
+2,056
| +81% | +$24K | ﹤0.01% | 5745 |
|
|
2015
Q3 | $29K | Sell |
2,552
-3,448
| -57% | -$37.1K | ﹤0.01% | 6324 |
|
|
2015
Q2 | $58K | Buy |
6,000
+2,994
| +100% | +$28.4K | ﹤0.01% | 5869 |
|
|
2015
Q1 | $30K | Buy |
3,006
+888
| +42% | +$8.05K | ﹤0.01% | 6539 |
|
|
2014
Q4 | $19K | Buy |
+2,118
| New | +$19.7K | ﹤0.01% | 7733 |
|
UBS Group's FFWM Position: Q2 2026 in Review
UBS Group sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 45,986 shares — an estimated $271K sold.
UBS Group first reported a position in FFWM in Q4 2014 and held it in 46 quarters. The position peaked at $3.66M in Q2 2025. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.
- UBS Group reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
- UBS Group sold 45,986 First Foundation Inc shares in Q2 2026, an estimated $271K.
- UBS Group first reported a position in First Foundation Inc in Q4 2014 and held it in 46 quarters.
- UBS Group's First Foundation Inc position peaked at $3.66M in Q2 2025.
- 0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.