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Livermore
Livermore
ZHEN

First Foundation Advisors

SEC CIK
0001086763
Latest filing
Aug 14, 2026

BNY holding history

Bank of New York Mellon Corp in every 13F filed by First Foundation Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BNY overviewAll 13F holders of BNYFull Q2 2026 holdings

Shares (Q2 2026)
6,830
Value
$987.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BNY by First Foundation Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,830$987.7K<0.1%−8−0.1%ReducedHolders
Q1 20266,838$811.2K<0.1%+92+1.4%AddedHolders
Q4 20256,746$783.1K<0.1%00.0%UnchangedHolders
Q3 20256,746$735.0K<0.1%−278−4.0%ReducedHolders
Q2 20257,024$640.0K<0.1%00.0%UnchangedHolders
Q1 20257,024$589.1K<0.1%00.0%UnchangedHolders
Q4 20247,024$539.7K<0.1%00.0%UnchangedHolders
Q3 20247,024$504.7K<0.1%00.0%UnchangedHolders
Q2 20247,024$420.7K<0.1%+500+7.7%AddedHolders
Q1 20246,524$375.9K<0.1%00.0%UnchangedHolders
Q4 20236,524$339.6K<0.1%−5,025−43.5%ReducedHolders
Q3 202311,549$492.6K<0.1%+144+1.3%AddedHolders
Q2 202311,405$507.8K<0.1%+671+6.3%AddedHolders
Q1 202310,734$487.8K<0.1%−225−2.1%ReducedHolders
Q4 202210,959$498.9K<0.1%−3,560−24.5%ReducedHolders
Q3 202214,519$559.0K<0.1%+78+0.5%AddedHolders
Q2 202214,441$602.0K<0.1%−635−4.2%ReducedHolders
Q1 202215,076$748.0K<0.1%+536+3.7%AddedHolders
Q4 202114,540$844.0K<0.1%+497+3.5%AddedHolders
Q3 202114,043$728.0K<0.1%+120+0.9%AddedHolders
Q2 202113,923$713.0K<0.1%+410+3.0%AddedHolders
Q1 202113,513$639.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.