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Amalgamated Bank’s First Western Financial MYFW Stock Holding History

Amalgamated Bank’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 		– Sell
-260
Closed -$7K – 2374
2025
Q4 		$7K Sell
260
-14
-5% -$334 ﹤0.01% 2584
2025
Q3 		$6K Hold
274
– – ﹤0.01% 2684
2025
Q2 		$6K Hold
274
– – ﹤0.01% 2672
2025
Q1 		$5K Hold
274
– – ﹤0.01% 2673
2024
Q4 		$5K Hold
274
– – ﹤0.01% 2739
2024
Q3 		$5K Hold
274
– – ﹤0.01% 2763
2024
Q2 		$5K Hold
274
– – ﹤0.01% 2781
2024
Q1 		$4K Sell
274
-461
-63% -$7.27K ﹤0.01% 2784
2023
Q4 		$15K Sell
735
-82
-10% -$1.39K ﹤0.01% 2771
2023
Q3 		$15K Hold
817
– – ﹤0.01% 2789
2023
Q2 		$15K Hold
817
– – ﹤0.01% 2870
2023
Q1 		$16K Sell
817
-183
-18% -$4.52K ﹤0.01% 2720
2022
Q4 		$28K Hold
1,000
– – ﹤0.01% 2651
2022
Q3 		$25K Hold
1,000
– – ﹤0.01% 2748
2022
Q2 		$27K Buy
+1,000
New +$31.2K ﹤0.01% 2766

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 $6.73T AUM 46.02% 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
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 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

Amalgamated Bank's MYFW Position: Q1 2026 in Review

Amalgamated Bank sold out of First Western Financial (MYFW) in Q1 2026, closing a stake of 260 shares — an estimated $7K sold.

Amalgamated Bank first reported a position in MYFW in Q2 2022 and held it in 15 quarters. The position peaked at $28K in Q4 2022. 95 funds tracked by Wall St. Rank hold MYFW as of Q1 2026.

  • Amalgamated Bank reported no remaining First Western Financial position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 260 First Western Financial shares in Q1 2026, an estimated $7K.
  • Amalgamated Bank first reported a position in First Western Financial in Q2 2022 and held it in 15 quarters.
  • Amalgamated Bank's First Western Financial position peaked at $28K in Q4 2022.
  • 95 funds tracked by Wall St. Rank held First Western Financial as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.