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First Fndtn shares owned by New York Life Investment Management

Quarter-by-quarter ownership of First Fndtn (FFWM) shares owned by New York Life Investment Management from 13F filings

Historical chart of New York Life Investment Management investment in First Fndtn

Tip: Access up to 7 years of quarterly data

All positions including First Fndtn held by New York Life Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Fndtn by New York Life Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $452k 47k 9.68
2023-09-30 $291k 48k 6.08
2023-06-30 $220k 55k 3.97
2023-03-31 $443k 59k 7.45
2022-12-31 $335k 23k 14.33
2022-09-30 $376k 21k 18.15
2022-06-30 $393k 19k 20.47

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Top funds holding First Fndtn

Vanguard Group
Dimensional Fund Advisors
Fourthstone
Jacobs Levy Equity Management
D. E. Shaw & Co
Context BH Capital Management
Sandler O'Neill Asset Management
Goldman Sachs Group
Federated Investors
Alliancebernstein
rhino investment partners
Charles Schwab Investment Management
Two Sigma Advisers
Naples Global Advisors
Hotchkis and Wiley Capital Management

View all funds holding First Fndtn