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First Fndtn shares owned by Tfo-tdc

Quarter-by-quarter ownership of First Fndtn (FFWM) shares owned by Tfo-tdc from 13F filings

Historical chart of Tfo-tdc investment in First Fndtn

Tip: Access up to 7 years of quarterly data

All positions including First Fndtn held by Tfo-tdc consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Fndtn by Tfo-tdc

Quarter filed Position value Share count Share price at filing
2023-12-31 $426k 17k 25.21
2023-09-30 $175 44 3.98

More positions owned by Tfo-tdc

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Tfo-tdc

Top funds holding First Fndtn

Vanguard Group
Dimensional Fund Advisors
Fourthstone
Jacobs Levy Equity Management
D. E. Shaw & Co
Context BH Capital Management
Sandler O'Neill Asset Management
Goldman Sachs Group
Federated Investors
Alliancebernstein
rhino investment partners
Charles Schwab Investment Management
Two Sigma Advisers
Naples Global Advisors
Hotchkis and Wiley Capital Management

View all funds holding First Fndtn