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First Fndtn shares owned by Moran Wealth Management

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

Historical chart of Moran Wealth Management investment in First Fndtn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Fndtn by Moran Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $55k 11k 5.19

More positions owned by Moran Wealth Management

Broadcom (AVGO)
Parker-Hannifin Corporation (PH)
NVIDIA Corporation (NVDA)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Microsoft Corporation (MSFT)
Trane Technologies SHS (TT)
Progressive Corporation (PGR)
Cadence Design Systems (CDNS)
Garmin SHS (GRMN)
Howmet Aerospace (HWM)
Williams-Sonoma (WSM)
Ameriprise Financial (AMP)
Caterpillar (CAT)
EOG Resources (EOG)
JPMorgan Chase & Co. (JPM)

View all positions for Moran Wealth Management

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