First Foundation Advisors

SEC CIK: 0001086763
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

EXC holding history

Exelon 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.

EXC overview All 13F holders of EXC Full Q2 2026 holdings

Shares (Q2 2026): 10,108
Value: $471.2K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of EXC by First Foundation Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,108	$471.2K	<0.1%	−15−0.1%	Reduced	Holders
Q1 2026	10,123	$496.2K	<0.1%	+31+0.3%	Added	Holders
Q4 2025	10,092	$439.9K	<0.1%	+10,092	New	Holders