Banc Funds Company’s First Western Financial MYFW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
NRCM
VCM
AU
JAM
MCA
PAIM
