Algebris (UK)
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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
Q3 		– Sell
-259,090
Closed -$8.29M – 86
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Rosenthal Henry Capital Advisors
Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return
Cherry Creek Investment Advisors
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
Sippican Capital Advisors
Sippican Capital Advisors Boston, Massachusetts $150M AUM 15.67% 1-Year Est. Return
Biltmore Family Office
Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
WW
Wavvest Wealth Chicago, Illinois $124M AUM

Algebris (UK)'s MYFW Position: Q3 2026 in Review

Algebris (UK) sold out of First Western Financial (MYFW) in Q3 2026, closing a stake of 259,090 shares — an estimated $8.29M sold.

Algebris (UK) first reported a position in MYFW in Q3 2025 and held it in 4 quarters. The position peaked at $9.14M in Q4 2025. 32 funds tracked by Wall St. Rank hold MYFW as of Q3 2026.

  • Algebris (UK) reported no remaining First Western Financial position as of Q3 2026 after selling out during the quarter.
  • Algebris (UK) sold 259,090 First Western Financial shares in Q3 2026, an estimated $8.29M.
  • Algebris (UK) first reported a position in First Western Financial in Q3 2025 and held it in 4 quarters.
  • Algebris (UK)'s First Western Financial position peaked at $9.14M in Q4 2025.
  • 32 funds tracked by Wall St. Rank held First Western Financial as of Q3 2026.

Based on Algebris (UK)'s 13F filing for Q3 2026, filed 6 Nov 2026.