Acadian Asset Management’s First Western Financial MYFW Stock Holding History

Acadian Asset Management’s Portfolio MYFW Stock Details MYFW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.32M	Buy	134,662 +30,984	+30%	+$882K	0.01%	849
2026 Q1	$2.54M	Hold	103,678	–	–	﹤0.01%	892
2025 Q4	$2.78M	Buy	103,678 +9,653	+10%	+$230K	﹤0.01%	831
2025 Q3	$2.16M	Buy	94,025 +22,387	+31%	+$511K	﹤0.01%	872
2025 Q2	$1.61M	Buy	71,638 +31,012	+76%	+$640K	﹤0.01%	890
2025 Q1	$796K	Buy	40,626 +22,382	+123%	+$439K	﹤0.01%	983
2024 Q4	$356K	Buy	18,244 +12,554	+221%	+$257K	﹤0.01%	1153
2024 Q3	$113K	Buy	5,690 +1,823	+47%	+$33.2K	﹤0.01%	1549
2024 Q2	$65K	Hold	3,867	–	–	﹤0.01%	1581
2024 Q1	$56K	Hold	3,867	–	–	﹤0.01%	1367
2023 Q4	$76K	Hold	3,867	–	–	﹤0.01%	1402
2023 Q3	$70K	Hold	3,867	–	–	﹤0.01%	1379
2023 Q2	$71K	Hold	3,867	–	–	﹤0.01%	1473
2023 Q1	$76K	Sell	3,867 -1,303	-25%	-$32.2K	﹤0.01%	1450
2022 Q4	$145K	Sell	5,170 -4,191	-45%	-$117K	﹤0.01%	1355
2022 Q3	$230K	Sell	9,361 -17,876	-66%	-$488K	﹤0.01%	1186
2022 Q2	$741K	Buy	27,237 +14,987	+122%	+$467K	﹤0.01%	876
2022 Q1	$381K	Buy	12,250 +3,030	+33%	+$98.4K	﹤0.01%	1067
2021 Q4	$279K	Hold	9,220	–	–	﹤0.01%	1158
2021 Q3	$265K	Sell	9,220 -3,785	-29%	-$101K	﹤0.01%	1219
2021 Q2	$337K	Sell	13,005 -6,646	-34%	-$177K	﹤0.01%	1281
2021 Q1	$491K	Buy	19,651 +696	+4%	+$14.6K	﹤0.01%	1204
2020 Q4	$371K	Buy	18,955 +4,922	+35%	+$80K	﹤0.01%	1326
2020 Q3	$182K	Hold	14,033	–	–	﹤0.01%	1488
2020 Q2	$199K	Buy	+14,033	New	+$188K	﹤0.01%	1488
2020 Q1	–	Sell	-11,908	Closed	-$196K	–	1882
2019 Q4	$196K	Buy	+11,908	New	+$195K	﹤0.01%	1298
2019 Q3	–	Sell	-5,403	Closed	-$72K	–	1962
2019 Q2	$72K	Buy	5,403 +5,344	+9,058%	+$71.1K	﹤0.01%	1422
2019 Q1	$1K	Buy	+59	New	+$795	﹤0.01%	1931

Other funds holding MYFW

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return

MCA

Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Acadian Asset Management's MYFW Position: Q2 2026 in Review

Acadian Asset Management increased its First Western Financial (MYFW) stake by 30% in Q2 2026, buying an estimated $882K and bringing the position to 134,662 shares worth $4.32M. The position accounts for 0.01% of the portfolio, ranked #849.

Acadian Asset Management first reported a position in MYFW in Q1 2019 and has held it in 28 quarters since. 103 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

Acadian Asset Management held 134,662 shares of First Western Financial worth $4.32M as of Q2 2026.
Acadian Asset Management bought 30,984 First Western Financial shares in Q2 2026, an estimated $882K.
First Western Financial made up 0.01% of Acadian Asset Management's portfolio in Q2 2026, its #849 holding.
Acadian Asset Management first reported a position in First Western Financial in Q1 2019 and has held it in 28 quarters since.
103 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Acadian Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.