Position in FFWM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$269,512
-$11,876 QoQ
Shares Held
45,680
0.0% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#70
of 153 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FFWM Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Aviance Capital Partners, LLC holds $4,992,831 across 9 Banks - Regional names. FFWM ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
26,728 | $1,226,547 | |
| 2 | MTB |
M&T Bank Corp
|
4,505 | $931,273 | |
| 3 | NBBK |
NB Bancorp, Inc.
|
37,167 | $783,108 | |
| 4 | TFC |
Truist Financial Corp
|
13,340 | $613,239 | |
| 5 | LOB |
Live Oak Bancshares, Inc.
|
14,493 | $479,283 | |
| 6 | ALRS |
Alerus Financial Corp
|
13,111 | $310,861 | |
| 7 | FFWM |
First Foundation Inc.
This page
|
45,680 | $269,512 | |
| 8 | USB |
US Bancorp De
|
3,881 | $201,850 |
All Filings in FFWM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $269,512 | 45,680 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $281,388 | 45,680 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $254,437 | 45,680 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $232,968 | 45,680 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $237,079 | 45,680 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $283,672 | 45,680 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $285,043 | 45,680 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $299,204 | 45,680 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $344,884 | 45,680 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $442,182 | 45,680 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $277,734 | 45,680 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $181,349 | 45,680 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $340,316 | 45,680 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $654,594 | 45,680 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $828,635 | 45,680 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,242,726 | 60,680 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,473,917 | 60,680 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||