First Foundation Inc.
FFWM2026/4/1 下市- 產業
- State Commercial Banks
- SEC CIK
- 0001413837
First Foundation Inc. 已在 2026/4/1 下市；內部人最後一份 Form 4 在 2026/4/1 申報；2026 年第 1 季末有 155 家機構在 13F 申報持有，市值合計 $4.24 億；沒有大師持有。
2023 年第 3 季 13F 持有人
First Foundation Inc. 在 2023/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 145
- 較 2023 年第 2 季 +4 家
- 持有股數
- 4,154 萬
- 較 2023 年第 2 季 +205.7 萬 (+5.2%)
- 總市值
- $2.53 億
- 較 2023 年第 2 季 +$9,584 萬 (+61.1%)
- 新進機構
- 25
- 另有 52 家加碼
- 清倉機構
- 21
- 另有 38 家減碼
另有 1 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 FFWM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 0 | $0 |
| 2026 年第 1 季 | 155 | $4.24 億 |
| 2025 年第 4 季 | 159 | $4.38 億 |
| 2025 年第 3 季 | 145 | $3.84 億 |
| 2025 年第 2 季 | 152 | $3.52 億 |
| 2025 年第 1 季 | 158 | $3.46 億 |
| 2024 年第 4 季 | 162 | $4.26 億 |
| 2024 年第 3 季 | 161 | $3.70 億 |
| 2024 年第 2 季 | 155 | $2.91 億 |
| 2024 年第 1 季 | 155 | $3.25 億 |
| 2023 年第 4 季 | 146 | $4.01 億 |
| 2023 年第 3 季 | 145 | $2.53 億 |
| 2023 年第 2 季 | 142 | $1.57 億 |
| 2023 年第 1 季 | 152 | $2.94 億 |
| 2022 年第 4 季 | 170 | $5.62 億 |
| 2022 年第 3 季 | 164 | $7.09 億 |
| 2022 年第 2 季 | 163 | $8.00 億 |
| 2022 年第 1 季 | 169 | $9.38 億 |
| 2021 年第 4 季 | 170 | $8.48 億 |
| 2021 年第 3 季 | 144 | $8.07 億 |
| 2021 年第 2 季 | 150 | $6.62 億 |
| 2021 年第 1 季 | 154 | $6.69 億 |
2023 年第 3 季持有機構
每家機構持有 First Foundation Inc. 的股數、市值與佔組合比重；股數變化跟 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Covestor Ltd | 14 | $0 | 0.00% | −351−96.2% | 減碼 |
| Tfo-TDC, LLC | 44 | $175 | 0.00% | +44 | 新進 |
| Quadrant Capital Group LLC | 61 | $371 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 63 | $383 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 309 | $1,000 | 0.00% | −62,588−99.5% | 減碼 |
| Red Tortoise LLC | 319 | $1,940 | 0.00% | 00.0% | 不變 |
| VitalStone Financial, LLC | 370 | $2,000 | 0.00% | +370 | 新進 |
| EverSource Wealth Advisors, LLC | 351 | $2,134 | 0.00% | +351 | 新進 |
| AdvisorNet Financial, Inc | 398 | $2,420 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 475 | $2,888 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 544 | $3,308 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 862 | $5,241 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 1,013 | $6,159 | 0.00% | +1,013 | 新進 |
| Advisor Group Holdings, Inc. | 1,259 | $7,660 | 0.00% | −10,295−89.1% | 減碼 |
| Great West Life Assurance Co | 2,515 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 2,783 | $1.69 萬 | 0.00% | +140+5.3% | 加碼 |
| Metropolitan Life Insurance Co | 2,830 | $1.72 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 2,844 | $1.73 萬 | 0.00% | −7,478−72.4% | 減碼 |
| Riverview Trust Co | 3,377 | $2.05 萬 | 0.02% | 00.0% | 不變 |
| Allworth Financial LP | 3,392 | $2.06 萬 | 0.00% | +2+0.1% | 加碼 |
| Northwestern Mutual Wealth Management Co | 3,874 | $2.36 萬 | 0.00% | +11+0.3% | 加碼 |
| Whittier Trust Co | 4,323 | $2.63 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 4,983 | $3.03 萬 | 0.00% | +1,100+28.3% | 加碼 |
| Amalgamated Bank | 5,044 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 6,503 | $3.95 萬 | 0.00% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,840 | $4.16 萬 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 8,769 | $5.30 萬 | 0.00% | +2,381+37.3% | 加碼 |
| CWM, LLC | 9,122 | $5.50 萬 | 0.00% | +561+6.6% | 加碼 |
| New York State Common Retirement Fund | 9,742 | $5.92 萬 | 0.00% | +6+0.1% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 10,000 | $6.08 萬 | 0.00% | −10,000−50.0% | 減碼 |
| West Wealth Group, LLC | 10,320 | $6.27 萬 | 0.03% | −9,945−49.1% | 減碼 |
| Western Financial Corp | 10,608 | $6.45 萬 | 0.05% | +29+0.3% | 加碼 |
| Virtu Financial LLC | 11,034 | $6.70 萬 | 0.01% | −19,511−63.9% | 減碼 |
| Price T Rowe Associates Inc | 11,147 | $6.80 萬 | 0.00% | +11,147 | 新進 |
| Capital Market Strategies LLC | 12,110 | $6.85 萬 | 0.07% | 00.0% | 不變 |
| Walleye Capital LLC | 11,492 | $6.99 萬 | 0.00% | −664,949−98.3% | 減碼 |
| McDonald Partners LLC | 11,771 | $7.16 萬 | 0.02% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 12,342 | $7.50 萬 | 0.00% | +34+0.3% | 加碼 |
| Diversified Trust Co | 12,857 | $7.82 萬 | 0.00% | +12,857 | 新進 |
| Bayesian Capital Management, LP | 14,369 | $8.74 萬 | 0.01% | +14,369 | 新進 |
| Arizona State Retirement System | 14,459 | $8.79 萬 | 0.00% | +214+1.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 14,620 | $8.89 萬 | 0.00% | +80+0.6% | 加碼 |
| Verition Fund Management LLC | 15,050 | $9.15 萬 | 0.00% | +15,050 | 新進 |
| Chesley Taft & Associates LLC | 15,842 | $9.63 萬 | 0.01% | 00.0% | 不變 |
| Steel Peak Wealth Management LLC | 16,283 | $9.90 萬 | 0.01% | 00.0% | 不變 |
| Buffington Mohr McNeal | 16,668 | $10.1 萬 | 0.02% | 00.0% | 不變 |
| Elequin Capital LP | 17,367 | $10.6 萬 | 0.02% | +1,380+8.6% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 17,424 | $10.6 萬 | 0.01% | −383−2.2% | 減碼 |
| Bank of Montreal | 14,549 | $11.7 萬 | 0.00% | −2,805−16.2% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,762 | $12.0 萬 | 0.00% | +19,762 | 新進 |
| Guggenheim Capital LLC | 20,881 | $12.7 萬 | 0.00% | −4,253−16.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 20,894 | $12.7 萬 | 0.00% | −619−2.9% | 減碼 |
| Voya Investment Management LLC | 21,420 | $13.0 萬 | 0.00% | +673+3.2% | 加碼 |
| Deutsche Bank AG | 21,484 | $13.1 萬 | 0.00% | +5,201+31.9% | 加碼 |
| JustInvest LLC | 21,710 | $13.2 萬 | 0.00% | +9,463+77.3% | 加碼 |
| Jane Street Group, LLC | 22,430 | $13.6 萬 | 0.00% | −109,518−83.0% | 減碼 |
| SEI Investments Co | 22,475 | $13.7 萬 | 0.00% | +22,475 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 22,630 | $13.8 萬 | 0.00% | 00.0% | 不變 |
| Caldwell Sutter Capital, Inc. | 23,971 | $14.6 萬 | 0.08% | 00.0% | 不變 |
| Cerity Partners LLC | 24,555 | $14.9 萬 | 0.00% | +7,182+41.3% | 加碼 |
| American International Group, Inc. | 25,564 | $15.5 萬 | 0.00% | +909+3.7% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 25,882 | $15.7 萬 | 0.02% | +25,882 | 新進 |
| HSBC Holdings PLC | 26,152 | $15.9 萬 | 0.00% | +26,152 | 新進 |
| MetLife Investment Management | 26,604 | $16.2 萬 | 0.00% | 00.0% | 不變 |
| Principal Financial Group Inc | 26,926 | $16.4 萬 | 0.00% | +8,888+49.3% | 加碼 |
| UBS Asset Management Americas Inc | 28,698 | $17.4 萬 | 0.00% | 00.0% | 不變 |
| Mariner, LLC | 28,919 | $17.6 萬 | 0.00% | +874+3.1% | 加碼 |
| Jump Financial, LLC | 29,417 | $17.9 萬 | 0.01% | +11,357+62.9% | 加碼 |
| HBK Sorce Advisory LLC | 29,969 | $18.2 萬 | 0.01% | +46+0.2% | 加碼 |
| UBS Group AG | 29,985 | $18.2 萬 | 0.00% | −9,799−24.6% | 減碼 |
| Coppell Advisory Solutions LLC | 13,140 | $18.8 萬 | 0.07% | +13,086+24,233.3% | 加碼 |
| Shell Asset Management Co | 32,864 | $20.0 萬 | 0.01% | +32,864 | 新進 |
| SG Americas Securities, LLC | 35,468 | $21.6 萬 | 0.00% | +35,468 | 新進 |
| Bridgeway Capital Management, LLC | 39,040 | $23.7 萬 | 0.01% | +3,160+8.8% | 加碼 |
| Empowered Funds, LLC | 39,040 | $23.7 萬 | 0.01% | +3,160+8.8% | 加碼 |
| Wells Fargo & Company | 39,668 | $24.1 萬 | 0.00% | +8,325+26.6% | 加碼 |
| Beacon Pointe Advisors, LLC | 41,301 | $25.1 萬 | 0.00% | +15,301+58.9% | 加碼 |
| Citigroup Inc | 41,900 | $25.5 萬 | 0.00% | +25,095+149.3% | 加碼 |
| Aviance Capital Partners, LLC | 45,680 | $27.8 萬 | 0.06% | 00.0% | 不變 |
| New York Life Investment Management LLC | 47,791 | $29.1 萬 | 0.00% | −7,636−13.8% | 減碼 |
| Trexquant Investment LP | 55,268 | $33.6 萬 | 0.01% | −132,003−70.5% | 減碼 |
| California State Teachers Retirement System | 56,167 | $34.1 萬 | 0.00% | −3,183−5.4% | 減碼 |
| Janus Henderson Group PLC | 58,499 | $35.6 萬 | 0.00% | +1,046+1.8% | 加碼 |
| Verdad Advisers, LP | 60,000 | $36.5 萬 | 0.56% | +60,000 | 新進 |
| Assenagon Asset Management S.A. | 62,055 | $37.7 萬 | 0.00% | +62,055 | 新進 |
| Hollencrest Capital Management | 65,000 | $39.5 萬 | 0.04% | 00.0% | 不變 |
| Legal & General Group Plc | 66,733 | $40.6 萬 | 0.00% | +41,263+162.0% | 加碼 |
| JPMorgan Chase & Co | 66,735 | $40.6 萬 | 0.00% | −153,155−69.7% | 減碼 |
| Nierenberg Investment Management Company, Inc. | 67,555 | $41.1 萬 | 0.29% | +67,555 | 新進 |
| State of Wisconsin Investment Board | 68,887 | $41.9 萬 | 0.00% | −42,821−38.3% | 減碼 |
| Credit Suisse AG | 70,435 | $42.8 萬 | 0.00% | −1,147−1.6% | 減碼 |
| Stephens Inc | 72,693 | $44.2 萬 | 0.01% | +35,091+93.3% | 加碼 |
| Nilsine Partners, LLC | 77,700 | $47.2 萬 | 0.07% | 00.0% | 不變 |
| Rhumbline Advisers | 80,810 | $49.1 萬 | 0.00% | +2,086+2.6% | 加碼 |
| Millennium Management LLC | 94,861 | $57.7 萬 | 0.00% | −354,699−78.9% | 減碼 |
| Rafferty Asset Management, LLC | 100,393 | $61.0 萬 | 0.00% | +100,393 | 新進 |
| Bank of America Corp | 110,175 | $67.0 萬 | 0.00% | +35,856+48.2% | 加碼 |
| Swiss National Bank | 111,600 | $67.9 萬 | 0.00% | +2,100+1.9% | 加碼 |
| Cornercap Investment Counsel Inc | 112,270 | $68.3 萬 | 0.12% | −2,144−1.9% | 減碼 |
| Public Employees Retirement System of Ohio | 114,384 | $69.5 萬 | 0.00% | +16,032+16.3% | 加碼 |