Wellington Management Group
FFWM

Wellington Management Group’s First Foundation Inc FFWM Stock Holding History

Wellington Management Group’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 		$20.3M Buy
3,442,315
+2,750,453
+398% +$16.7M ﹤0.01% 1002
2025
Q4 		$4.26M Buy
+691,862
New +$3.87M ﹤0.01% 1443
2023
Q2 		– Sell
-389,208
Closed -$2.9M – 1871
2023
Q1 		$2.9M Sell
389,208
-158,300
-29% -$2.11M ﹤0.01% 1413
2022
Q4 		$7.85M Sell
547,508
-343,876
-39% -$5.32M ﹤0.01% 1150
2022
Q3 		$16.2M Buy
891,384
+11,004
+1% +$218K ﹤0.01% 977
2022
Q2 		$18M Buy
880,380
+127,625
+17% +$2.82M ﹤0.01% 964
2022
Q1 		$18.3M Buy
752,755
+234,502
+45% +$6.09M ﹤0.01% 1040
2021
Q4 		$12.9M Sell
518,253
-35,728
-6% -$952K ﹤0.01% 1188
2021
Q3 		$14.6M Sell
553,981
-50,300
-8% -$1.2M ﹤0.01% 1162
2021
Q2 		$13.6M Sell
604,281
-12,242
-2% -$294K ﹤0.01% 1188
2021
Q1 		$14.5M Sell
616,523
-45,531
-7% -$1.02M ﹤0.01% 1148
2020
Q4 		$13.2M Sell
662,054
-79,700
-11% -$1.36M ﹤0.01% 1117
2020
Q3 		$9.7M Buy
741,754
+63,900
+9% +$970K ﹤0.01% 1110
2020
Q2 		$11.1M Buy
677,854
+128,078
+23% +$1.72M ﹤0.01% 1044
2020
Q1 		$5.62M Buy
549,776
+30,900
+6% +$457K ﹤0.01% 1169
2019
Q4 		$9.03M Hold
518,876
– – ﹤0.01% 1192
2019
Q3 		$7.93M Sell
518,876
-848
-0.2% -$12.2K ﹤0.01% 1232
2019
Q2 		$6.99M Buy
519,724
+335,724
+182% +$4.63M ﹤0.01% 1303
2019
Q1 		$2.5M Buy
+184,000
New +$2.66M ﹤0.01% 1561
2017
Q2 		– Sell
-708,708
Closed -$11M – 2238
2017
Q1 		$11M Sell
708,708
-178,428
-20% -$2.73M ﹤0.01% 1210
2016
Q4 		$12.6M Sell
887,136
-1,999,812
-69% -$26.6M ﹤0.01% 1133
2016
Q3 		$35.6M Buy
2,886,948
+91,426
+3% +$1.09M 0.01% 790
2016
Q2 		$30.1M Sell
2,795,522
-257,704
-8% -$2.85M 0.01% 816
2016
Q1 		$34.2M Buy
3,053,226
+77,710
+3% +$855K 0.01% 769
2015
Q4 		$35.1M Sell
2,975,516
-90,164
-3% -$1.05M 0.01% 787
2015
Q3 		$34.9M Buy
+3,065,680
New +$33M 0.01% 798

Other funds holding FFWM

CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 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 $6.73T AUM 46.02% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group's FFWM Position: Q1 2026 in Review

Wellington Management Group increased its First Foundation Inc (FFWM) stake by 398% in Q1 2026, buying an estimated $16.7M and bringing the position to 3,442,315 shares worth $20.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Wellington Management Group first reported a position in FFWM in Q3 2015 and has held it in 26 quarters since. The position peaked at $35.6M in Q3 2016. 154 funds tracked by Wall St. Rank hold FFWM as of Q1 2026.

  • Wellington Management Group held 3,442,315 shares of First Foundation Inc worth $20.3M as of Q1 2026.
  • Wellington Management Group bought 2,750,453 First Foundation Inc shares in Q1 2026, an estimated $16.7M.
  • First Foundation Inc made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1002 holding.
  • Wellington Management Group first reported a position in First Foundation Inc in Q3 2015 and has held it in 26 quarters since.
  • Wellington Management Group's First Foundation Inc position peaked at $35.6M in Q3 2016.
  • 154 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.