WWG
FFWM

West Wealth Group’s First Foundation Inc FFWM Stock Holding History

West Wealth 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
2025
Q2 		– Sell
-10,368
Closed -$54.1K – 114
2025
Q1 		$54.1K Hold
10,368
– – 0.02% 96
2024
Q4 		$64.4K Hold
10,368
– – 0.02% 93
2024
Q3 		$64.7K Hold
10,368
– – 0.02% 84
2024
Q2 		$67.9K Buy
10,368
+18
+0.2% +$110 0.02% 81
2024
Q1 		$78.1K Buy
10,350
+13
+0.1% +$111 0.03% 79
2023
Q4 		$100K Buy
10,337
+17
+0.2% +$108 0.04% 82
2023
Q3 		$62.7K Sell
10,320
-9,945
-49% -$65.6K 0.03% 75
2023
Q2 		$80.5K Buy
20,265
+93
+0.5% +$479 0.03% 72
2023
Q1 		$150K Buy
20,172
+141
+0.7% +$1.88K 0.07% 71
2022
Q4 		$287K Buy
20,031
+155
+0.8% +$2.4K 0.14% 51
2022
Q3 		$360K Buy
19,876
+102
+0.5% +$2.02K 0.18% 42
2022
Q2 		$404K Buy
19,774
+101
+0.5% +$2.23K 0.19% 38
2022
Q1 		$477K Buy
19,673
+82
+0.4% +$2.13K 0.19% 31
2021
Q4 		$487K Buy
+19,591
New +$522K 0.18% 33

Other funds holding FFWM

CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

West Wealth Group's FFWM Position: Q2 2025 in Review

West Wealth Group sold out of First Foundation Inc (FFWM) in Q2 2025, closing a stake of 10,368 shares — an estimated $54.1K sold.

West Wealth Group first reported a position in FFWM in Q4 2021 and held it in 14 quarters. The position peaked at $487K in Q4 2021. 151 funds tracked by Wall St. Rank hold FFWM as of Q2 2025.

  • West Wealth Group reported no remaining First Foundation Inc position as of Q2 2025 after selling out during the quarter.
  • West Wealth Group sold 10,368 First Foundation Inc shares in Q2 2025, an estimated $54.1K.
  • West Wealth Group first reported a position in First Foundation Inc in Q4 2021 and held it in 14 quarters.
  • West Wealth Group's First Foundation Inc position peaked at $487K in Q4 2021.
  • 151 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2025.

Based on West Wealth Group's 13F filing for Q2 2025, filed 13 Aug 2025.