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First Fndtn shares owned by Cypress Wealth Services

Quarter-by-quarter ownership of First Fndtn (FFWM) shares owned by Cypress Wealth Services from 13F filings

Historical chart of Cypress Wealth Services investment in First Fndtn

Tip: Access up to 7 years of quarterly data

All positions including First Fndtn held by Cypress Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Fndtn by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $100k 16k 6.16

More positions owned by Cypress Wealth Services

Apple (AAPL)
Spdr Series Trust State Street Spd (SPLG)
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Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Microsoft Corporation (MSFT)
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
NVIDIA Corporation (NVDA)

View all positions for Cypress Wealth Services

Top funds holding First Fndtn

Canyon Capital Advisors
North Reef Capital Management
Strategic Value Bank Partners
BlackRock
Vanguard Group
Fortress Investment Group
FMR
Dimensional Fund Advisors
Sandler O'Neill Asset Management
State Street Corporation
FJ Capital Management
Royce & Associates
Geode Capital Management
Hotchkis and Wiley Capital Management
Goldman Sachs Group

View all funds holding First Fndtn