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。
2024 年第 3 季 13F 持有人
First Foundation Inc. 在 2024/9/30 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
- 161
- 較 2024 年第 2 季 +7 家
- 持有股數
- 5,953 萬
- 較 2024 年第 2 季 +1,909 萬 (+47.2%)
- 總市值
- $3.70 億
- 較 2024 年第 2 季 +$1.05 億 (+39.5%)
- 新進機構
- 29
- 另有 58 家加碼
- 清倉機構
- 22
- 另有 42 家減碼
另有 1 家機構在 2024 年第 2 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Covestor Ltd | 10 | $0 | 0.00% | −1−9.1% | 減碼 |
| Voisard Asset Management Group, Inc. | 63 | $394 | 0.00% | +63 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 65 | $406 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 100 | $624 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 125 | $780 | 0.00% | +75+150.0% | 加碼 |
| Ronald Blue Trust, Inc. | 125 | $819 | 0.00% | +125 | 新進 |
| Bessemer Group Inc | 180 | $1,000 | 0.00% | +180 | 新進 |
| Sterling Capital Management LLC | 181 | $1,129 | 0.00% | +181 | 新進 |
| Private Wealth Management Group, LLC | 181 | $1,130 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 252 | $1,572 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 269 | $1,679 | 0.00% | −121−31.0% | 減碼 |
| GWM Advisors LLC | 288 | $1,797 | 0.00% | 00.0% | 不變 |
| Red Tortoise LLC | 319 | $1,991 | 0.00% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 543 | $3,000 | 0.00% | +543 | 新進 |
| Farther Finance Advisors, LLC | 665 | $4,150 | 0.00% | 00.0% | 不變 |
| Point72 (DIFC) Ltd | 690 | $4,307 | 0.00% | +690 | 新進 |
| Parallel Advisors, LLC | 731 | $4,561 | 0.00% | +220+43.1% | 加碼 |
| Smartleaf Asset Management LLC | 839 | $5,101 | 0.00% | +839 | 新進 |
| Coppell Advisory Solutions LLC | 851 | $5,174 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 862 | $5,379 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 918 | $5,732 | 0.00% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 1,105 | $6,895 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 1,497 | $9,341 | 0.00% | −1,125−42.9% | 減碼 |
| Amalgamated Bank | 1,775 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,783 | $1.11 萬 | 0.00% | −759−29.9% | 減碼 |
| GAMMA Investing LLC | 1,850 | $1.15 萬 | 0.00% | +160+9.5% | 加碼 |
| Comerica Bank | 2,249 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 2,326 | $1.45 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 2,844 | $1.77 萬 | 0.00% | +1,404+97.5% | 加碼 |
| Aquatic Capital Management LLC | 3,100 | $1.93 萬 | 0.00% | +3,100 | 新進 |
| Riverview Trust Co | 3,377 | $2.11 萬 | 0.02% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 3,414 | $2.13 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 4,139 | $2.58 萬 | 0.00% | +270+7.0% | 加碼 |
| Allworth Financial LP | 4,395 | $2.74 萬 | 0.00% | 00.0% | 不變 |
| California State Teachers Retirement System | 4,598 | $2.87 萬 | 0.00% | +807+21.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 4,983 | $3.11 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 5,622 | $3.50 萬 | 0.00% | +5,622 | 新進 |
| Legal & General Group Plc | 5,957 | $3.72 萬 | 0.00% | +1,392+30.5% | 加碼 |
| Nisa Investment Advisors, LLC | 6,503 | $4.06 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 7,289 | $4.50 萬 | 0.00% | −1,218−14.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 7,587 | $4.73 萬 | 0.00% | −9,592−55.8% | 減碼 |
| Raymond James & Associates | 10,017 | $6.25 萬 | 0.00% | −71,412−87.7% | 減碼 |
| West Wealth Group, LLC | 10,368 | $6.47 萬 | 0.02% | 00.0% | 不變 |
| New York State Common Retirement Fund | 10,456 | $6.52 萬 | 0.00% | −7,000−40.1% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 11,461 | $7.15 萬 | 0.00% | +11,461 | 新進 |
| McDonald Partners LLC | 11,771 | $7.35 萬 | 0.02% | 00.0% | 不變 |
| ProShare Advisors LLC | 11,872 | $7.41 萬 | 0.00% | +11,872 | 新進 |
| Capital Market Strategies LLC | 12,110 | $7.56 萬 | 0.05% | 00.0% | 不變 |
| Quadrature Capital Ltd | 12,875 | $8.03 萬 | 0.00% | −16,477−56.1% | 減碼 |
| Bank of Montreal | 13,674 | $8.31 萬 | 0.00% | +551+4.2% | 加碼 |
| HighTower Advisors, LLC | 14,073 | $8.70 萬 | 0.00% | +14,073 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 14,247 | $8.89 萬 | 0.00% | −1,889−11.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 14,620 | $9.12 萬 | 0.00% | 00.0% | 不變 |
| Walleye Capital LLC | 15,255 | $9.52 萬 | 0.00% | −66,167−81.3% | 減碼 |
| HBK Sorce Advisory LLC | 15,258 | $9.52 萬 | 0.00% | −264−1.7% | 減碼 |
| Nierenberg Investment Management Company, Inc. | 15,555 | $9.71 萬 | 0.06% | 00.0% | 不變 |
| Steel Peak Wealth Management LLC | 16,283 | $10.2 萬 | 0.00% | 00.0% | 不變 |
| Creative Planning | 16,463 | $10.3 萬 | 0.00% | +4,336+35.8% | 加碼 |
| Intech Investment Management LLC | 16,743 | $10.4 萬 | 0.00% | +16,743 | 新進 |
| Nebula Research & Development LLC | 17,111 | $10.7 萬 | 0.01% | +17,111 | 新進 |
| Inceptionr LLC | 17,229 | $10.8 萬 | 0.03% | +17,229 | 新進 |
| Voya Investment Management LLC | 18,173 | $11.3 萬 | 0.00% | +369+2.1% | 加碼 |
| Bleakley Financial Group, LLC | 18,562 | $11.6 萬 | 0.00% | −11,372−38.0% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,762 | $12.3 萬 | 0.00% | 00.0% | 不變 |
| LPL Financial LLC | 19,790 | $12.3 萬 | 0.00% | −500−2.5% | 減碼 |
| Hollencrest Capital Management | 19,840 | $12.4 萬 | 0.01% | +8,600+76.5% | 加碼 |
| Price T Rowe Associates Inc | 20,574 | $12.9 萬 | 0.00% | +4,173+25.4% | 加碼 |
| Mariner, LLC | 21,079 | $13.1 萬 | 0.00% | −4,112−16.3% | 減碼 |
| Kestra Private Wealth Services, LLC | 21,834 | $13.6 萬 | 0.00% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 23,338 | $14.6 萬 | 0.00% | +2,579+12.4% | 加碼 |
| Royal Bank of Canada | 23,417 | $14.6 萬 | 0.00% | +18,056+336.8% | 加碼 |
| Caldwell Sutter Capital, Inc. | 23,971 | $15.0 萬 | 0.07% | 00.0% | 不變 |
| Wells Fargo & Company | 26,363 | $16.5 萬 | 0.00% | +4,398+20.0% | 加碼 |
| JustInvest LLC | 27,722 | $17.3 萬 | 0.00% | +1,297+4.9% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 24,016 | $17.4 萬 | 0.00% | +24,016 | 新進 |
| Cerity Partners LLC | 28,095 | $17.5 萬 | 0.00% | +1,682+6.4% | 加碼 |
| ELCO Management Co., LLC | 30,256 | $18.9 萬 | 0.10% | −18,088−37.4% | 減碼 |
| Centiva Capital, LP | 30,438 | $19.0 萬 | 0.01% | +30,438 | 新進 |
| Verition Fund Management LLC | 30,700 | $19.2 萬 | 0.00% | −5,904−16.1% | 減碼 |
| Corebridge Financial, Inc. | 33,590 | $21.0 萬 | 0.00% | +5,441+19.3% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 34,398 | $21.5 萬 | 0.00% | +8,366+32.1% | 加碼 |
| Graham Capital Management, L.P. | 34,777 | $21.7 萬 | 0.01% | +17,063+96.3% | 加碼 |
| Winton Group Ltd | 35,602 | $22.2 萬 | 0.02% | +35,602 | 新進 |
| MetLife Investment Management | 35,927 | $22.4 萬 | 0.00% | +7,403+26.0% | 加碼 |
| Jump Financial, LLC | 36,700 | $22.9 萬 | 0.00% | −20,661−36.0% | 減碼 |
| Quantbot Technologies LP | 38,008 | $23.7 萬 | 0.01% | +12,703+50.2% | 加碼 |
| Stephens Inc | 40,000 | $25.0 萬 | 0.00% | −30,000−42.9% | 減碼 |
| Beacon Pointe Advisors, LLC | 40,000 | $25.0 萬 | 0.00% | −500−1.2% | 減碼 |
| Aviance Capital Partners, LLC | 45,680 | $28.5 萬 | 0.04% | 00.0% | 不變 |
| Millennium Management LLC | 47,581 | $29.7 萬 | 0.00% | +47,581 | 新進 |
| JPMorgan Chase & Co | 50,210 | $31.3 萬 | 0.00% | +12,586+33.5% | 加碼 |
| Cubist Systematic Strategies, LLC | 50,817 | $31.7 萬 | 0.00% | −35,204−40.9% | 減碼 |
| SG Americas Securities, LLC | 51,383 | $32.1 萬 | 0.00% | +26,697+108.1% | 加碼 |
| Bridgeway Capital Management, LLC | 52,660 | $32.9 萬 | 0.01% | +2,680+5.4% | 加碼 |
| Empowered Funds, LLC | 52,660 | $32.9 萬 | 0.01% | +2,680+5.4% | 加碼 |
| Jane Street Group, LLC | 55,929 | $34.9 萬 | 0.00% | −61,782−52.5% | 減碼 |
| SEI Investments Co | 57,146 | $35.7 萬 | 0.00% | +12,900+29.2% | 加碼 |
| Russell Investments Group, Ltd. | 59,758 | $37.3 萬 | 0.00% | −66,297−52.6% | 減碼 |
| Two Sigma Investments, LP | 64,116 | $40.0 萬 | 0.00% | −25,777−28.7% | 減碼 |
| Algert Global LLC | 68,650 | $42.8 萬 | 0.01% | −30,148−30.5% | 減碼 |