Chuck Royce's FFWM Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 1.81 M shares of First Foundation Inc. (FFWM) worth $10.09 M, representing 0.10% of the portfolio. First purchased in 2018-Q2, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in FFWM, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 506,956 shares. Largest reduction occurred in Q2 2023, reducing 268,712 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's First Foundation (FFWM) Holding Value Over Time
Track share changes against reported price movement
Quarterly First Foundation (FFWM) Trades by Chuck Royce
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2018 | +236,248 | New Buy | 236,248 | $18.54 |
| Q3 2018 | +202,300 | Add 85.63% | 438,548 | $15.62 |
| Q4 2018 | +33,500 | Add 7.64% | 472,048 | $12.86 |
| Q1 2019 | -4,500 | Reduce 0.95% | 467,548 | $13.57 |
| Q2 2019 | +1,000 | Add 0.21% | 468,548 | $13.44 |
| Q3 2019 | -40,500 | Reduce 8.64% | 428,048 | $15.27 |
| Q4 2019 | -31,000 | Reduce 7.24% | 397,048 | $17.40 |
| Q1 2020 | -70,653 | Reduce 17.79% | 326,395 | $10.22 |
| Q2 2020 | -11,000 | Reduce 3.37% | 315,395 | $16.34 |
| Q3 2020 | -49,500 | Reduce 15.69% | 265,895 | $13.07 |
| Q4 2020 | -27,500 | Reduce 10.34% | 238,395 | $20.00 |
| Q1 2021 | +168,651 | Add 70.74% | 407,046 | $23.46 |
| Q2 2021 | +35,800 | Add 8.80% | 442,846 | $22.51 |
| Q3 2021 | +35,702 | Add 8.06% | 478,548 | $26.30 |
| Q4 2021 | -38,500 | Reduce 8.05% | 440,048 | $24.86 |
| Q1 2022 | -4,400 | Reduce 1.00% | 435,648 | $24.29 |
| Q2 2022 | -57,000 | Reduce 13.08% | 378,648 | $20.48 |
| Q3 2022 | -88,800 | Reduce 23.45% | 289,848 | $18.14 |
| Q4 2022 | -289,848 | Sold Out | 289,848 | $0.00 |
| Q2 2023 | +21,136 | New Buy | 21,136 | $3.97 |
| Q3 2023 | -21,136 | Sold Out | 21,136 | $0.00 |
| Q2 2024 | +352,814 | New Buy | 352,814 | $6.55 |
| Q3 2024 | +506,956 | Add 143.69% | 859,770 | $6.24 |
| Q4 2024 | +417,849 | Add 48.60% | 1.28 M | $6.21 |
| Q1 2025 | +175,300 | Add 13.72% | 1.45 M | $5.19 |
| Q2 2025 | +73,128 | Add 5.03% | 1.53 M | $5.10 |
| Q3 2025 | +285,944 | Add 18.74% | 1.81 M | $5.57 |
Chuck Royce's First Foundation Investment FAQs
Chuck Royce first purchased First Foundation Inc. (FFWM) in Q2 2018, acquiring 236,248 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held First Foundation Inc. (FFWM) for 30 quarters since Q2 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's largest addition to First Foundation Inc. (FFWM) was in Q3 2024, adding 859,770 shares worth $5.36 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Chuck Royce's firm, Royce & Associates Lp, owns 1,811,991 shares of First Foundation Inc. (FFWM), valued at approximately $10.09 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, First Foundation Inc. (FFWM) represents approximately 0.10% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's peak holding in First Foundation Inc. (FFWM) was 1,811,991 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.