AU
MYFW icon

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
Q2 		$8.29M Sell
259,090
-84,959
-25% -$2.42M 0.55% 38
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

Wellington Management Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
Geode Capital Management
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
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

Algebris (UK)'s MYFW Position: Q2 2026 in Review

Algebris (UK) reduced its First Western Financial (MYFW) stake by 25% in Q2 2026, selling an estimated $2.42M and leaving 259,090 shares worth $8.29M. The position accounts for 0.55% of the portfolio, ranked #38.

Algebris (UK) first reported a position in MYFW in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.14M in Q4 2025. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • Algebris (UK) held 259,090 shares of First Western Financial worth $8.29M as of Q2 2026.
  • Algebris (UK) sold 84,959 First Western Financial shares in Q2 2026, an estimated $2.42M.
  • First Western Financial made up 0.55% of Algebris (UK)'s portfolio in Q2 2026, its #38 holding.
  • Algebris (UK) first reported a position in First Western Financial in Q3 2025 and has held it in 4 quarters since.
  • Algebris (UK)'s First Western Financial position peaked at $9.14M in Q4 2025.
  • 104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Algebris (UK)'s 13F filing for Q2 2026, filed 11 Aug 2026.