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Banc Funds Company’s First Western Financial MYFW Stock Holding History

Banc Funds Company’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 		$11M Sell
342,404
-6,000
-2% -$171K 1.82% 16
2026
Q1 		$8.56M Buy
348,404
+2,314
+0.7% +$58.7K 1.59% 19
2025
Q4 		$9.28M Sell
346,090
-68,539
-17% -$1.63M 1.84% 14
2025
Q3 		$9.55M Sell
414,629
-75,892
-15% -$1.73M 1.67% 17
2025
Q2 		$11.1M Sell
490,521
-145,656
-23% -$3.01M 1.67% 18
2025
Q1 		$12.5M Hold
636,177
– – 1.65% 18
2024
Q4 		$12.4M Sell
636,177
-86,143
-12% -$1.76M 1.37% 24
2024
Q3 		$14.4M Sell
722,320
-32,687
-4% -$595K 1.57% 21
2024
Q2 		$12.8M Sell
755,007
-11,379
-1% -$187K 1.52% 23
2024
Q1 		$11.2M Buy
766,386
+8,000
+1% +$126K 1.26% 27
2023
Q4 		$15M Hold
758,386
– – 1.48% 19
2023
Q3 		$13.8M Hold
758,386
– – 1.61% 16
2023
Q2 		$14.1M Buy
758,386
+30,000
+4% +$526K 1.66% 10
2023
Q1 		$14.4M Hold
728,386
– – 1.54% 13
2022
Q4 		$20.5M Hold
728,386
– – 1.81% 8
2022
Q3 		$18M Hold
728,386
– – 1.65% 14
2022
Q2 		$19.8M Sell
728,386
-11,867
-2% -$370K 1.79% 12
2022
Q1 		$23.1M Buy
740,253
+29,836
+4% +$969K 1.82% 8
2021
Q4 		$21.6M Buy
710,417
+500
+0.1% +$15K 1.62% 10
2021
Q3 		$20.5M Buy
709,917
+30,800
+5% +$824K 1.57% 8
2021
Q2 		$17.6M Buy
679,117
+25,010
+4% +$667K 1.29% 16
2021
Q1 		$16.4M Buy
654,107
+3,500
+0.5% +$73.4K 1.24% 19
2020
Q4 		$12.7M Buy
650,607
+12,400
+2% +$202K 1.2% 22
2020
Q3 		$8.27M Hold
638,207
– – 1.07% 24
2020
Q2 		$9.09M Buy
638,207
+25,000
+4% +$335K 1.08% 24
2020
Q1 		$8.67M Buy
613,207
+10,000
+2% +$165K 1.03% 26
2019
Q4 		$9.94M Buy
603,207
+22,200
+4% +$363K 0.69% 47
2019
Q3 		$9.93M Hold
581,007
– – 0.75% 41
2019
Q2 		$7.7M Buy
581,007
+22,100
+4% +$294K 0.59% 55
2019
Q1 		$7.33M Buy
558,907
+74,811
+15% +$1.01M 0.55% 61
2018
Q4 		$5.39M Buy
484,096
+249,596
+106% +$3.37M 0.41% 86
2018
Q3 		$4.1M Buy
+234,500
New +$4.16M 0.24% 128

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
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
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

Banc Funds Company's MYFW Position: Q2 2026 in Review

Banc Funds Company reduced its First Western Financial (MYFW) stake by 1.7% in Q2 2026, selling an estimated $171K and leaving 342,404 shares worth $11M. The position accounts for 1.82% of the portfolio, ranked #16.

Banc Funds Company first reported a position in MYFW in Q3 2018 and has held it in 32 quarters since. The position peaked at $23.1M in Q1 2022. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • Banc Funds Company held 342,404 shares of First Western Financial worth $11M as of Q2 2026.
  • Banc Funds Company sold 6,000 First Western Financial shares in Q2 2026, an estimated $171K.
  • First Western Financial made up 1.82% of Banc Funds Company's portfolio in Q2 2026, its #16 holding.
  • Banc Funds Company first reported a position in First Western Financial in Q3 2018 and has held it in 32 quarters since.
  • Banc Funds Company's First Western Financial position peaked at $23.1M in Q1 2022.
  • 104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Banc Funds Company's 13F filing for Q2 2026, filed 13 Aug 2026.