Millstone Evans Group »

First Fndtn shares owned by Millstone Evans Group

Quarter-by-quarter ownership of First Fndtn (FFWM) shares owned by Millstone Evans Group from 13F filings

Historical chart of Millstone Evans Group investment in First Fndtn

Tip: Access up to 7 years of quarterly data

All positions including First Fndtn held by Millstone Evans Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Fndtn by Millstone Evans Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $30k 4.9k 6.16
2025-09-30 $27k 4.9k 5.57
2025-06-30 $25k 4.9k 5.10
2025-03-31 $25k 4.9k 5.19

More positions owned by Millstone Evans Group

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)
Oracle Corporation (ORCL)
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus Mdcp Val Etf Rus Mdcp Val Etf (IWS)
Ishares Tr Mrgstr Md Cp Val Mrgstr Md Cp Val (IMCV)
Raymond James Financial (RJF)
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Johnson & Johnson (JNJ)
International Business Machines (IBM)
Lincoln Electric Holdings (LECO)

View all positions for Millstone Evans Group

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