STRATEGIC VALUE BANK PARTNERS LLC FFWM — FIRST FNDTN INC

Ownership history in STRATEGIC VALUE BANK PARTNERS LLC  ·  14 quarters on record

AI Ownership Summary

STRATEGIC VALUE BANK PARTNERS LLC reported FIRST FNDTN INC (FFWM) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 28.54% in 2025 Q4. The latest visible filing shows FFWM at 21.46% 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 STRATEGIC VALUE BANK PARTNERS 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 21.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
28.54% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 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.

FFWM stock page STRATEGIC VALUE BANK PARTNERS LLC fund profile STRATEGIC VALUE BANK PARTNERS LLC full holdings
How STRATEGIC VALUE BANK PARTNERS 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 6,768,343 — 0% 21.46% $39.9M 2026-04-28 $5.90
2025 Q4 UNCHANGED — — — 6,768,343 — 0% 28.54% $41.7M 2026-01-27 $6.20
2025 Q3 UNCHANGED — — — 6,768,343 — 0% 26.81% $37.7M 2025-10-20 $5.47
2025 Q2 UNCHANGED — — — 6,768,343 — 0% 19.74% $34.5M 2025-07-30 $4.87
2025 Q1 UNCHANGED — — — 6,768,343 — 0% 22.49% $35.1M 2025-05-01 $5.12
2024 Q4 ADDED — — — 6,768,343 +3,870,000 +133.5% 27.12% $42.0M 2025-02-11 $5.43
2024 Q3 ADDED — — — 2,898,343 +1,551,861 +115.3% 11.10% $18.1M 2024-11-14 $7.80
2024 Q2 UNCHANGED — — — 1,346,482 — 0% 5.84% $8.8M 2024-08-08 $6.15
2024 Q1 UNCHANGED — — — 1,346,482 — 0% 6.65% $10.2M 2024-05-15 $5.85
2023 Q4 UNCHANGED — — — 1,346,482 — 0% 6.37% $13.0M 2024-02-13 $7.50
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FFWM

As of 2026 Q1 — sorted by position size

Trium Capital LLP 3Y 1.84% CREDIT INDUSTRIEL ET COMMERCIAL 0.27% Tortuga Wealth Management, Inc 0.17% FLC Capital Advisors 3Y 7Y 0.15% ELCO Management Co., LLC 3Y 7Y 0.08% Clay Northam Wealth Management, LLC 3Y 0.07% NAPLES GLOBAL ADVISORS, LLC 3Y 7Y 0.06% Inscription Capital, LLC 3Y 0.03% Millstone Evans Group, LLC 0.02% Cypress Wealth Services, LLC 3Y 7Y 0.01%

FAQ About STRATEGIC VALUE BANK PARTNERS 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 STRATEGIC VALUE BANK PARTNERS LLC reported owning FFWM?

STRATEGIC VALUE BANK PARTNERS LLC reported FFWM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FFWM position in STRATEGIC VALUE BANK PARTNERS LLC's portfolio?

The largest reported portfolio weight for FFWM was 28.54% in 2025 Q4.

What is the latest reported FFWM position on this page?

The most recent filing on this page is 2026 Q1, when STRATEGIC VALUE BANK PARTNERS LLC reported 6,768,343 shares, equal to 21.46% of portfolio, with an estimated market value of $39.9M.

What does the chart on this FFWM ownership page compare?

The chart compares STRATEGIC VALUE BANK PARTNERS 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 STRATEGIC VALUE BANK PARTNERS LLC time their FFWM position?

Based on 13F filing dates vs. subsequent FFWM price moves, STRATEGIC VALUE BANK PARTNERS LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on FFWM relative to SPY over the holding period was -38.1%.

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