Whittier Trust’s First Foundation Inc FFWM Stock Holding History

Whittier Trust’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 Q1	–	Sell	-1,036	Closed	-$6.43K	–	1516
2024 Q4	$6.43K	Sell	1,036 -1,290	-55%	-$9.31K	﹤0.01%	1330
2024 Q3	$14.5K	Hold	2,326	–	–	﹤0.01%	1194
2024 Q2	$15.2K	Sell	2,326 -1,997	-46%	-$12.2K	﹤0.01%	1161
2024 Q1	$32.6K	Hold	4,323	–	–	﹤0.01%	1022
2023 Q4	$41.8K	Hold	4,323	–	–	﹤0.01%	958
2023 Q3	$26.3K	Hold	4,323	–	–	﹤0.01%	1059
2023 Q2	$17.2K	Sell	4,323 -7,988	-65%	-$41.2K	﹤0.01%	1157
2023 Q1	$91.7K	Sell	12,311 -9,881	-45%	-$132K	﹤0.01%	835
2022 Q4	$318K	Hold	22,192	–	–	0.01%	546
2022 Q3	$402K	Hold	22,192	–	–	0.01%	492
2022 Q2	$454K	Hold	22,192	–	–	0.01%	473
2022 Q1	$539K	Hold	22,192	–	–	0.01%	479
2021 Q4	$552K	Hold	22,192	–	–	0.01%	460
2021 Q3	$583K	Hold	22,192	–	–	0.01%	438
2021 Q2	$499K	Hold	22,192	–	–	0.01%	473
2021 Q1	$520K	Buy	+22,192	New	+$496K	0.01%	463
2020 Q4	–	Sell	-19,792	Closed	-$259K	–	1448
2020 Q3	$259K	Hold	19,792	–	–	0.01%	521
2020 Q2	$323K	Sell	19,792 -20,216	-51%	-$272K	0.01%	463
2020 Q1	$409K	Hold	40,008	–	–	0.01%	407
2019 Q4	$696K	Hold	40,008	–	–	0.02%	354
2019 Q3	$611K	Hold	40,008	–	–	0.02%	362
2019 Q2	$538K	Hold	40,008	–	–	0.02%	379
2019 Q1	$543K	Buy	+40,008	New	+$578K	0.02%	372

Other funds holding FFWM

CCA

Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FIG

Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Whittier Trust's FFWM Position: Q1 2025 in Review

Whittier Trust sold out of First Foundation Inc (FFWM) in Q1 2025, closing a stake of 1,036 shares — an estimated $6.43K sold.

Whittier Trust first reported a position in FFWM in Q1 2019 and held it in 23 quarters. The position peaked at $696K in Q4 2019. 157 funds tracked by Wall St. Rank hold FFWM as of Q1 2025.

Whittier Trust reported no remaining First Foundation Inc position as of Q1 2025 after selling out during the quarter.
Whittier Trust sold 1,036 First Foundation Inc shares in Q1 2025, an estimated $6.43K.
Whittier Trust first reported a position in First Foundation Inc in Q1 2019 and held it in 23 quarters.
Whittier Trust's First Foundation Inc position peaked at $696K in Q4 2019.
157 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2025.

Based on Whittier Trust's 13F filing for Q1 2025, filed 2 May 2025.