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First Fndtn shares owned by Global Retirement Partners

Quarter-by-quarter ownership of First Fndtn (FFWM) shares owned by Global Retirement Partners from 13F filings

Historical chart of Global Retirement Partners investment in First Fndtn

Tip: Access up to 7 years of quarterly data

All positions including First Fndtn held by Global Retirement Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Fndtn by Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $308 50 6.16

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Top funds holding First Fndtn

Canyon Capital Advisors
North Reef Capital Management
Strategic Value Bank Partners
BlackRock
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
Ameriprise Financial
Invenomic Capital Management
Abc Arbitrage Sa

View all funds holding First Fndtn