First Foundation Inc.
FFWMDelisted Apr 1, 2026- Industry
- State Commercial Banks
- SEC CIK
- 0001413837
First Foundation Inc. was delisted on Apr 1, 2026; its insiders filed their last Form 4 on Apr 1, 2026; 155 institutions reported holding it in 13F filings for Q1 2026, worth $423.7M in total; no superinvestor held it.
13F holders, Q4 2023
Institutional positions in First Foundation Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 146
- +1 vs. Q3 2023
- Shares held
- 41.4M
- −102.1K (−0.2%) vs. Q3 2023
- Total value
- $401.1M
- +$148.4M (+58.7%) vs. Q3 2023
- New holders
- 19
- 46 more added
- Sold out
- 18
- 52 more reduced
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FFWM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 155 | $423.7M |
| Q4 2025 | 159 | $438.1M |
| Q3 2025 | 145 | $384.4M |
| Q2 2025 | 152 | $351.8M |
| Q1 2025 | 158 | $346.1M |
| Q4 2024 | 162 | $426.1M |
| Q3 2024 | 161 | $370.2M |
| Q2 2024 | 155 | $291.2M |
| Q1 2024 | 155 | $325.3M |
| Q4 2023 | 146 | $401.1M |
| Q3 2023 | 145 | $252.7M |
| Q2 2023 | 142 | $157.0M |
| Q1 2023 | 152 | $293.9M |
| Q4 2022 | 170 | $562.2M |
| Q3 2022 | 164 | $709.1M |
| Q2 2022 | 163 | $800.1M |
| Q1 2022 | 169 | $937.7M |
| Q4 2021 | 170 | $847.7M |
| Q3 2021 | 144 | $807.2M |
| Q2 2021 | 150 | $662.1M |
| Q1 2021 | 154 | $669.2M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding First Foundation Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Diversified Trust Co | 13,946 | $135.0K | 0.00% | +1,089+8.5% | Added |
| Royal Bank of Canada | 13,702 | $133.0K | 0.00% | +4,933+56.3% | Added |
| Price T Rowe Associates Inc | 13,286 | $129.0K | 0.00% | +2,139+19.2% | Added |
| Quadrature Capital Ltd | 13,043 | $126.5K | 0.00% | +13,043 | New |
| Balyasny Asset Management LLC | 12,725 | $123.2K | 0.00% | +12,725 | New |
| Bank of Montreal | 12,210 | $121.1K | 0.00% | −2,339−16.1% | Reduced |
| Kestra Private Wealth Services, LLC | 12,363 | $119.7K | 0.00% | +21+0.2% | Added |
| Capital Market Strategies LLC | 12,110 | $117.2K | 0.10% | 00.0% | Unchanged |
| Axq Capital, LP | 11,948 | $115.7K | 0.03% | +11,948 | New |
| McDonald Partners LLC | 11,771 | $113.9K | 0.03% | 00.0% | Unchanged |
| Western Financial Corp | 10,626 | $102.9K | 0.07% | +18+0.2% | Added |
| West Wealth Group, LLC | 10,337 | $100.1K | 0.04% | +17+0.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 10,000 | $96.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 8,498 | $82.0K | 0.00% | −624−6.8% | Reduced |
| California State Teachers Retirement System | 8,431 | $81.6K | 0.00% | −47,736−85.0% | Reduced |
| Group One Trading, L.P. | 8,179 | $79.2K | 0.00% | +8,179 | New |
| Point72 Middle East FZE | 7,553 | $73.1K | 0.01% | +7,553 | New |
| Simplex Trading, LLC | 7,625 | $73.0K | 0.00% | +7,316+2,367.6% | Added |
| Nisa Investment Advisors, LLC | 6,503 | $62.9K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 6,141 | $59.4K | 0.00% | +6,141 | New |
| Ameritas Investment Partners, Inc. | 4,983 | $48.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 4,516 | $44.0K | 0.00% | −528−10.5% | Reduced |
| Whittier Trust Co | 4,323 | $41.8K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 4,204 | $40.7K | 0.00% | −62,529−93.7% | Reduced |
| Allworth Financial LP | 3,392 | $32.8K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,830 | $27.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,584 | $25.0K | 0.00% | −199−7.2% | Reduced |
| Qube Research & Technologies Ltd | 2,457 | $23.8K | 0.00% | −140,587−98.3% | Reduced |
| GAMMA Investing LLC | 1,948 | $18.5K | 0.01% | +1,948 | New |
| Fortitude Family Office, LLC | 1,828 | $17.7K | 0.01% | +1,828 | New |
| Huntington National Bank | 862 | $8.34K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 851 | $8.24K | 0.00% | −12,289−93.5% | Reduced |
| EverSource Wealth Advisors, LLC | 765 | $7.41K | 0.00% | +414+117.9% | Added |
| Advisor Group Holdings, Inc. | 756 | $7.33K | 0.00% | −503−40.0% | Reduced |
| Farther Finance Advisors, LLC | 595 | $5.76K | 0.00% | +532+844.4% | Added |
| Glassman Wealth Services | 514 | $4.98K | 0.00% | −30−5.5% | Reduced |
| Parallel Advisors, LLC | 475 | $4.60K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 398 | $3.85K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 319 | $3.09K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 288 | $2.79K | 0.00% | +288 | New |
| Private Wealth Management Group, LLC | 181 | $1.75K | 0.00% | +181 | New |
| Comerica Bank | 108 | $1.04K | 0.00% | −905−89.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 100 | $968 | 0.00% | −3,774−97.4% | Reduced |
| Quadrant Capital Group LLC | 61 | $591 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 44 | $426 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 7 | $0 | 0.00% | −7−50.0% | Reduced |
| LSV Asset Management | 0 | $0 | 0.00% | −199,968−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −111,600−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −70,435−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −62,055−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −35,468−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −32,864−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −29,417−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −28,698−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −20,881−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −17,367−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −15,050−100.0% | Sold out |
| Arizona State Retirement System | 0 | $0 | 0.00% | −14,459−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −11,492−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,034−100.0% | Sold out |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −6,840−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −3,377−100.0% | Sold out |
| Great West Life Assurance Co | 0 | $0 | 0.00% | −2,515−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −370−100.0% | Sold out |