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First Fndtn shares owned by Private Management Group

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

Historical chart of Private Management Group investment in First Fndtn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Fndtn by Private Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $612k 110k 5.57
2025-06-30 $560k 110k 5.10

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Warner Bros Discovery Com Ser A (WBD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Siriuspoint (SPNT)
Valero Energy Corporation (VLO)
Cable One (CABO)
State Street Corporation (STT)
Americold Rlty Tr (COLD)
California Res Corp Com Stock (CRC)
Verizon Communications (VZ)
Bank of New York Mellon Corporation (BK)
Jefferies Finl Group (JEF)
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Comcast Corp Cl A (CMCSA)
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View all positions for Private Management Group

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