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First Fndtn shares owned by UMA Financial Services

Quarter-by-quarter ownership of First Fndtn (FFWM) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in First Fndtn

Tip: Access up to 7 years of quarterly data

All positions including First Fndtn held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Fndtn by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $573 93 6.16

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

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