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First Fndtn shares owned by Evolution Wealth Management

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

Historical chart of Evolution Wealth Management investment in First Fndtn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Fndtn by Evolution Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $25 4 6.25
2025-09-30 $22 4 5.50
2025-06-30 $20 4 5.00

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Top funds holding First Fndtn

Canyon Capital Advisors
North Reef Capital Management
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Vanguard Group
Fortress Investment Group
FMR
Sandler O'Neill Asset Management
State Street Corporation
Dimensional Fund Advisors
Geode Capital Management
Hotchkis and Wiley Capital Management
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