AllianceBernstein
MYFW icon

AllianceBernstein’s First Western Financial MYFW Stock Holding History

AllianceBernstein’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 		$4.35M Sell
176,866
-30,063
-15% -$856K ﹤0.01% 1617
2026
Q1 		$5.55M Buy
206,929
+2,902
+1% +$73.6K ﹤0.01% 1489
2025
Q4 		$5.47M Buy
204,027
+4,544
+2% +$108K ﹤0.01% 1499
2025
Q3 		$4.59M Sell
199,483
-157,981
-44% -$3.6M ﹤0.01% 1556
2025
Q2 		$8.06M Sell
357,464
-12,100
-3% -$250K ﹤0.01% 1275
2025
Q1 		$7.26M Buy
369,564
+14,993
+4% +$294K ﹤0.01% 1304
2024
Q4 		$6.93M Buy
354,571
+3,007
+0.9% +$61.5K ﹤0.01% 1337
2024
Q3 		$7.03M Buy
351,564
+7,894
+2% +$144K ﹤0.01% 1363
2024
Q2 		$5.84M Buy
343,670
+13,647
+4% +$224K ﹤0.01% 1431
2024
Q1 		$4.81M Sell
330,023
-4,712
-1% -$74.3K ﹤0.01% 1480
2023
Q4 		$6.64M Buy
334,735
+10,565
+3% +$178K ﹤0.01% 1363
2023
Q3 		$5.88M Hold
324,170
– – ﹤0.01% 1351
2023
Q2 		$6.03M Buy
324,170
+17,760
+6% +$311K ﹤0.01% 1362
2023
Q1 		$6.07M Buy
306,410
+8,500
+3% +$210K ﹤0.01% 1321
2022
Q4 		$8.39M Buy
297,910
+2,697
+0.9% +$75.3K ﹤0.01% 1187
2022
Q3 		$7.28M Buy
295,213
+73,865
+33% +$2.02M ﹤0.01% 1227
2022
Q2 		$6.02M Buy
221,348
+156,248
+240% +$4.87M ﹤0.01% 1375
2022
Q1 		$2.04M Buy
65,100
+51,728
+387% +$1.68M ﹤0.01% 2078
2021
Q4 		$406K Buy
+13,372
New +$400K ﹤0.01% 2822

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
AU
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
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

AllianceBernstein's MYFW Position: Q2 2026 in Review

AllianceBernstein reduced its First Western Financial (MYFW) stake by 15% in Q2 2026, selling an estimated $856K and leaving 176,866 shares worth $4.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1617.

AllianceBernstein first reported a position in MYFW in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.39M in Q4 2022. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • AllianceBernstein held 176,866 shares of First Western Financial worth $4.35M as of Q2 2026.
  • AllianceBernstein sold 30,063 First Western Financial shares in Q2 2026, an estimated $856K.
  • First Western Financial made up ﹤0.01% of AllianceBernstein's portfolio in Q2 2026, its #1617 holding.
  • AllianceBernstein first reported a position in First Western Financial in Q4 2021 and has held it in 19 quarters since.
  • AllianceBernstein's First Western Financial position peaked at $8.39M in Q4 2022.
  • 104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on AllianceBernstein's 13F filing for Q2 2026, filed 14 Aug 2026.