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First Foundation Advisors

SEC CIK
0001086763
Latest filing
Aug 14, 2026

NCA holding history

Nuveen California Municipal Value Fund 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.

NCA overviewAll 13F holders of NCAFull Q2 2026 holdings

Shares (Q2 2026)
94,232
Value
$879.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NCA by First Foundation Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202694,232$879.2K<0.1%−28,028−22.9%ReducedHolders
Q1 2026122,260$1.15M<0.1%+1,016+0.8%AddedHolders
Q4 2025121,244$1.09M<0.1%−37,949−23.8%ReducedHolders
Q3 2025159,193$1.42M0.1%−58,009−26.7%ReducedHolders
Q2 2025217,202$1.89M0.1%−17,190−7.3%ReducedHolders
Q1 2025234,392$2.03M0.1%−1,695−0.7%ReducedHolders
Q4 2024236,087$1.99M0.1%00.0%UnchangedHolders
Q3 2024236,087$2.15M0.1%00.0%UnchangedHolders
Q2 2024236,087$2.05M0.1%+27,910+13.4%AddedHolders
Q1 2024208,177$1.87M0.1%00.0%UnchangedHolders
Q4 2023208,177$1.87M0.1%+845+0.4%AddedHolders
Q3 2023207,332$1.70M0.1%+20,482+11.0%AddedHolders
Q2 2023186,850$1.60M0.1%+54,774+41.5%AddedHolders
Q1 2023132,076$1.16M0.1%00.0%UnchangedHolders
Q4 2022132,076$1.12M0.1%+43,378+48.9%AddedHolders
Q3 202288,698$732.0K<0.1%+3,000+3.5%AddedHolders
Q2 202285,698$748.0K<0.1%+7,696+9.9%AddedHolders
Q1 202278,002$714.0K<0.1%−31,768−28.9%ReducedHolders
Q4 2021109,770$1.11M<0.1%−388,405−78.0%ReducedHolders
Q3 2021498,175$5.26M0.2%−96,857−16.3%ReducedHolders
Q2 2021595,032$6.37M0.2%−49,332−7.7%ReducedHolders
Q1 2021644,364$6.58M0.3%––Holders

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