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Algebris (UK)’s First Western Financial MYFW Stock Holding History

Algebris (UK)’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
Q1 		$8.44M Buy
344,049
+3,242
+1% +$82.2K 0.61% 36
2025
Q4 		$9.14M Buy
340,807
+25,358
+8% +$605K 0.73% 40
2025
Q3 		$7.26M Buy
+315,449
New +$7.2M 0.82% 39

Other funds holding MYFW

NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Algebris (UK)'s MYFW Position: Q1 2026 in Review

Algebris (UK) increased its First Western Financial (MYFW) stake by 0.95% in Q1 2026, buying an estimated $82.2K and bringing the position to 344,049 shares worth $8.44M. The position accounts for 0.61% of the portfolio, ranked #36.

Algebris (UK) first reported a position in MYFW in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.14M in Q4 2025. 95 funds tracked by Wall St. Rank hold MYFW as of Q1 2026.

  • Algebris (UK) held 344,049 shares of First Western Financial worth $8.44M as of Q1 2026.
  • Algebris (UK) bought 3,242 First Western Financial shares in Q1 2026, an estimated $82.2K.
  • First Western Financial made up 0.61% of Algebris (UK)'s portfolio in Q1 2026, its #36 holding.
  • Algebris (UK) first reported a position in First Western Financial in Q3 2025 and has held it in 3 quarters since.
  • Algebris (UK)'s First Western Financial position peaked at $9.14M in Q4 2025.
  • 95 funds tracked by Wall St. Rank held First Western Financial as of Q1 2026.

Based on Algebris (UK)'s 13F filing for Q1 2026, filed 13 May 2026.