ELCO Management Co., LLC FFWM FIRST FNDTN INC

Ownership history in ELCO Management Co., LLC  ·  17 quarters on record

AI Ownership Summary

ELCO Management Co., LLC reported FIRST FNDTN INC (FFWM) in 17 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.18% in 2024 Q2. The latest visible filing shows FFWM at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FFWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ELCO Management Co., LLC's position in FIRST FNDTN INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FFWM was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ELCO Management Co., LLC held FFWM — position size vs. price
% of Fund (quarterly)    FFWM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 27,124 +502 +1.9% 0.08% $160K 2026-04-24 $5.90
2025 Q1 REDUCED 11.8% -1.7% 26,622 -3,550 -11.8% 0.08% $138K 2025-05-01 $5.12
2024 Q4 REDUCED 30,172 -84 -0.3% 0.10% $187K 2025-02-13 $5.23
2024 Q3 REDUCED 37.4% -4.2% 30,256 -18,088 -37.4% 0.10% $189K 2024-11-14 $7.80
2024 Q2 ADDED 48,344 +28,859 +148.1% 0.18% $317K 2024-08-14 $5.90
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ELCO Management Co., LLC and FFWM

These are the practical questions this page is built to answer before you even open the full history table.

How long has ELCO Management Co., LLC reported owning FFWM?

ELCO Management Co., LLC reported FFWM across 5 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported FFWM position in ELCO Management Co., LLC's portfolio?

The largest reported portfolio weight for FFWM was 0.18% in 2024 Q2.

What is the latest reported FFWM position on this page?

The most recent filing on this page is 2026 Q1, when ELCO Management Co., LLC reported 27,124 shares, equal to 0.08% of portfolio, with an estimated market value of $160K.

What does the chart on this FFWM ownership page compare?

The chart compares ELCO Management Co., LLC's quarterly FFWM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ELCO Management Co., LLC time their FFWM position?

Based on 13F filing dates vs. subsequent FFWM price moves, ELCO Management Co., LLC correctly timed 12 out of 16 reported position changes (75%). The annualised alpha on FFWM relative to SPY over the holding period was -14.3%.

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