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First Fndtn shares owned by UBS Group

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

Historical chart of UBS Group investment in First Fndtn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Fndtn by UBS Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $871k 90k 9.68
2023-09-30 $182k 30k 6.08
2023-06-30 $158k 40k 3.97
2023-03-31 $292k 39k 7.45
2022-12-31 $419k 29k 14.33
2022-09-30 $426k 23k 18.60
2022-06-30 $760k 37k 20.76
2022-03-31 $1.2M 49k 24.26
2021-12-31 $769k 31k 24.80
2021-09-30 $420k 16k 26.42
2021-06-30 $629k 28k 22.52
2021-03-31 $764k 33k 23.45
2020-12-31 $535k 27k 20.00
2020-09-30 $115k 8.8k 13.03
2020-06-30 $298k 18k 16.31
2020-03-31 $232k 23k 10.23
2019-12-31 $769k 44k 17.40
2019-09-30 $506k 33k 15.27
2019-06-30 $153k 11k 13.42
2019-03-31 $29k 2.1k 13.53
2018-12-31 $275k 21k 12.86
2018-09-30 $263k 17k 15.63
2018-06-30 $107k 5.8k 18.58
2018-03-31 $32k 1.7k 18.69
2017-12-31 $30k 1.6k 18.44
2017-09-30 $44k 2.4k 17.97
2017-06-30 $8.0k 512 15.62
2017-03-31 $8.9k 571 15.62
2016-12-31 $67k 2.4k 28.33
2016-09-30 $84k 3.4k 24.80
2016-06-30 $4.0k 208 19.23
2016-03-31 $1.0M 43k 24.04
2015-12-31 $54k 2.3k 23.38
2015-09-30 $31k 1.3k 24.04
2015-03-31 $29k 1.5k 19.23