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, Q1 2024
Institutional positions in First Foundation Inc. as of Mar 31, 2024. 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
- 155
- +11 vs. Q4 2023
- Shares held
- 43.1M
- +2.61M (+6.4%) vs. Q4 2023
- Total value
- $325.3M
- −$66.4M (−17.0%) vs. Q4 2023
- New holders
- 36
- 49 more added
- Sold out
- 25
- 43 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding First Foundation Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 16,618 | $125.5K | 0.01% | −377−2.2% | Reduced |
| Steel Peak Wealth Management LLC | 16,283 | $122.9K | 0.01% | 00.0% | Unchanged |
| Caxton Associates LP | 16,249 | $122.7K | 0.01% | +16,249 | New |
| XTX Topco Ltd | 16,130 | $121.8K | 0.02% | +16,130 | New |
| Chesley Taft & Associates LLC | 15,842 | $119.6K | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 14,766 | $112.0K | 0.00% | +1,480+11.1% | Added |
| HBK Sorce Advisory LLC | 14,255 | $107.6K | 0.00% | −15,741−52.5% | Reduced |
| Diversified Trust Co | 13,946 | $105.3K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 13,972 | $105.0K | 0.00% | +13,972 | New |
| Brevan Howard Capital Management LP | 12,464 | $94.1K | 0.01% | +12,464 | New |
| Bank of Montreal | 12,436 | $93.9K | 0.00% | +226+1.9% | Added |
| Kestra Private Wealth Services, LLC | 12,379 | $93.5K | 0.00% | +16+0.1% | Added |
| Capital Market Strategies LLC | 12,110 | $91.4K | 0.07% | 00.0% | Unchanged |
| McDonald Partners LLC | 11,771 | $88.9K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 11,240 | $84.9K | 0.00% | −95,000−89.4% | Reduced |
| Qube Research & Technologies Ltd | 10,800 | $81.5K | 0.00% | +8,343+339.6% | Added |
| West Wealth Group, LLC | 10,350 | $78.1K | 0.03% | +13+0.1% | Added |
| CWM, LLC | 8,498 | $64.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 6,503 | $49.1K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 5,150 | $38.9K | 0.00% | −3,281−38.9% | Reduced |
| Ameritas Investment Partners, Inc. | 4,983 | $37.6K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 4,700 | $35.5K | 0.00% | +4,700 | New |
| Tower Research Capital LLC (TRC) | 4,439 | $33.5K | 0.00% | −13,489−75.2% | Reduced |
| Allworth Financial LP | 4,393 | $33.2K | 0.00% | +1,001+29.5% | Added |
| Quarry LP | 4,369 | $33.0K | 0.01% | +4,369 | New |
| Whittier Trust Co | 4,323 | $32.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 4,204 | $31.7K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 4,200 | $31.7K | 0.08% | +4,200 | New |
| Steward Partners Investment Advisory, LLC | 3,414 | $25.8K | 0.00% | +3,414 | New |
| Riverview Trust Co | 3,377 | $25.5K | 0.02% | +3,377 | New |
| Group One Trading, L.P. | 2,820 | $21.3K | 0.00% | −5,359−65.5% | Reduced |
| GAMMA Investing LLC | 2,666 | $20.1K | 0.00% | +718+36.9% | Added |
| Fortitude Family Office, LLC | 2,594 | $19.6K | 0.01% | +766+41.9% | Added |
| The PNC Financial Services Group, Inc. | 2,584 | $19.5K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,100 | $15.9K | 0.00% | +2,100 | New |
| Metropolitan Life Insurance Co | 1,894 | $14.3K | 0.00% | −936−33.1% | Reduced |
| Royal Bank of Canada | 1,842 | $14.0K | 0.00% | −11,860−86.6% | Reduced |
| Amalgamated Bank | 1,775 | $13.0K | 0.00% | −2,741−60.7% | Reduced |
| Quadrant Capital Group LLC | 1,073 | $8.10K | 0.00% | +1,012+1,659.0% | Added |
| Huntington National Bank | 862 | $6.51K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 812 | $6.13K | 0.00% | +56+7.4% | Added |
| Farther Finance Advisors, LLC | 645 | $4.65K | 0.00% | +50+8.4% | Added |
| Parallel Advisors, LLC | 475 | $3.59K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 319 | $2.41K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 312 | $2.36K | 0.00% | +312 | New |
| GWM Advisors LLC | 288 | $2.17K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 203 | $1.53K | 0.00% | +203 | New |
| EverSource Wealth Advisors, LLC | 252 | $1.38K | 0.00% | −513−67.1% | Reduced |
| Private Wealth Management Group, LLC | 181 | $1.37K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 108 | $815 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 100 | $755 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 65 | $491 | 0.00% | +65 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18 | $135 | 0.00% | +18 | New |
| Rothschild Investment LLC | 15 | $113 | 0.00% | +15 | New |
| Covestor Ltd | 9 | $0 | 0.00% | +2+28.6% | Added |
| Fourthstone LLC | 0 | $0 | 0.00% | −1,056,144−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −725,000−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −578,995−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −185,000−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −146,609−100.0% | Sold out |
| Nierenberg Investment Management Company, Inc. | 0 | $0 | 0.00% | −93,555−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −83,241−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −82,300−100.0% | Sold out |
| Nilsine Partners, LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −47,712−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −46,715−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −34,644−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −32,971−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −17,869−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −17,043−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −14,620−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −12,725−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −11,948−100.0% | Sold out |
| Western Financial Corp | 0 | $0 | 0.00% | −10,626−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −7,553−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −7,625−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −6,141−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −514−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −398−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |