89 tracked 13F filers disclose a position in FFWM as of the latest SEC 13F filings, a combined $286.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | STRATEGIC VALUE BANK PARTNERS LLC | $34.5M | 6.8M | —Held | Q2 2025 | |
| 2 | North Reef Capital Management LP | $34.9M | 5.9M | ▼−24% Reduced · −1.9M sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $29.1M | 4.9M | ▼−2.4% Reduced · −121K sh | Q1 2026 | |
| 4 | Fortress Investment Group LLC | $23.8M | 4.0M | —Held | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $19.8M | 3.3M | →First observed position No prior filed position | Q1 2026 | |
| 6 | MALTESE CAPITAL MANAGEMENT LLC | $13.1M | 2.2M | ▼−10% Reduced · −256K sh | Q1 2026 | |
| 7 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $12.5M | 2.1M | ▲+25% Added · +426K sh | Q1 2026 | |
| 8 | DIMENSIONAL FUND ADVISORS LP | $10.6M | 1.8M | ▼−18% Reduced · −405K sh | Q1 2026 | |
| 9 | JPMORGAN CHASE & CO | $9.3M | 1.6M | ▲+11% Added · +161K sh | Q1 2026 | |
| 10 | Qube Research & Technologies Ltd | $9.4M | 1.6M | ▲+319% Added · +1.2M sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $7.6M | 1.3M | ▲+0.8% Added · +10K sh | Q1 2026 | |
| 12 | MILLENNIUM MANAGEMENT LLC | $7.4M | 1.3M | ▲25× Added · +1.2M sh | Q1 2026 | |
| 13 | BALYASNY ASSET MANAGEMENT L.P. | $6.9M | 1.2M | ▲+13% Added · +139K sh | Q1 2026 | |
| 14 | CITIGROUP INC | $6.2M | 1.1M | ▲+8.2% Added · +80K sh | Q1 2026 | |
| 15 | TWO SIGMA INVESTMENTS, LP | $6.2M | 1.1M | ▲+54% Added · +372K sh | Q1 2026 | |
| 16 | Invenomic Capital Management LP | $6.2M | 1.1M | ▼−5.1% Reduced · −57K sh | Q1 2026 | |
| 17 | MENDON CAPITAL ADVISORS CORP | $4.2M | 719K | ▲+80% Added · +319K sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.7M | 626K | ▲+4.4% Added · +26K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $3.5M | 589K | ▲+15% Added · +79K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $3.4M | 575K | ▲+2.4% Added · +14K sh | Q1 2026 | |
| 21 | VANGUARD FIDUCIARY TRUST CO | $3.2M | 547K | →First observed position No prior filed position | Q1 2026 | |
| 22 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.9M | 490K | →First observed position No prior filed position | Q1 2026 | |
| 23 | Squarepoint Ops LLC | $2.8M | 477K | ▲+28% Added · +103K sh | Q1 2026 | |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.8M | 476K | ▲+152% Added · +287K sh | Q1 2026 | |
| 25 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $2.4M | 400K | ▼−3.8% Reduced · −16K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in FFWM and 20 added to an existing one, while 10 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 32 funds | $125.0B |
| CITIGROUP INCC | 32 funds | $11.3B |
| ALPHABET INC-CL AGOOGL | 31 funds | $68.7B |
| META PLATFORMS INC-CLASS AMETA | 31 funds | $53.4B |
| NORFOLK SOUTHERN CORPNSC | 31 funds | $5.3B |
| TESLA INCTSLA | 30 funds | $34.0B |
| JPMORGAN CHASE & COJPM | 30 funds | $27.5B |
| ORACLE CORPORCL | 30 funds | $9.0B |
| SALESFORCE INCCRM | 30 funds | $6.4B |
| WARNER BROS DISCOVERY INCWBD | 30 funds | $4.2B |
| ELECTRONIC ARTS INCEA | 30 funds | $2.7B |
| STATE STREET CORPSTT | 30 funds | $2.2B |
Ranked by how many of FFWM's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 29, 2024 | KELLER ULRICH E. JR | Chairman, Director | Sell (S) | 25K | $204K |
| Dec 15, 2023 | KELLER ULRICH E. JR | Chairman, Director | Sell (S) | 30K | $267K |
| May 11, 2023 | Lake David G. | Director | Buy (P) | 2K | $8K |
| May 9, 2023 | Lake David G. | Director | Buy (P) | 2K | $8K |
| May 8, 2023 | PAGLIARINI ELIZABETH A. | Director | Buy (P) | 6K | $24K |
| May 5, 2023 | Rubin Diane M. | Director | Buy (P) | 2K | $9K |
| May 4, 2023 | Lake David G. | Director | Buy (P) | 5K | $20K |
| May 4, 2023 | Lake David G. | Director | Buy (P) | 1K | $4K |
| May 4, 2023 | SONENSHINE JACOB | Director | Buy (P) | 5K | $20K |
| May 4, 2023 | SONENSHINE JACOB | Director | Buy (P) | 3K | $13K |
| May 3, 2023 | BRIGGS MAX | Director | Buy (P) | 10K | $47K |
| Mar 15, 2023 | HAKOPIAN JOHN | President, FFA, Director | Sell (S) | 30K | $277K |
Connected entities for FFWM
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/FFWM/capital-change-brief"
Use Arkolith's capital_change_brief for FFWM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for FFWM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.