Bank of America
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Bank of America’s First Western Financial MYFW Stock Holding History

Bank of America’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 		$296K Buy
12,053
+1,178
+11% +$29.9K ﹤0.01% 5162
2025
Q4 		$292K Buy
10,875
+3,328
+44% +$79.3K ﹤0.01% 5166
2025
Q3 		$174K Sell
7,547
-2,986
-28% -$68.1K ﹤0.01% 6352
2025
Q2 		$238K Sell
10,533
-537
-5% -$11.1K ﹤0.01% 6103
2025
Q1 		$218K Sell
11,070
-4,089
-27% -$80.2K ﹤0.01% 6130
2024
Q4 		$296K Buy
15,159
+4,383
+41% +$89.7K ﹤0.01% 5888
2024
Q3 		$216K Sell
10,776
-1,584
-13% -$28.9K ﹤0.01% 5961
2024
Q2 		$210K Buy
12,360
+3,137
+34% +$51.4K ﹤0.01% 5855
2024
Q1 		$134K Sell
9,223
-5,954
-39% -$93.9K ﹤0.01% 6098
2023
Q4 		$301K Buy
15,177
+5,654
+59% +$95.5K ﹤0.01% 5836
2023
Q3 		$173K Buy
9,523
+1,108
+13% +$21.9K ﹤0.01% 5978
2023
Q2 		$157K Buy
8,415
+1,840
+28% +$32.2K ﹤0.01% 5993
2023
Q1 		$130K Buy
6,575
+1,253
+24% +$31K ﹤0.01% 6147
2022
Q4 		$150K Buy
5,322
+4,210
+379% +$117K ﹤0.01% 6066
2022
Q3 		$28K Sell
1,112
-583
-34% -$15.9K ﹤0.01% 6907
2022
Q2 		$46K Sell
1,695
-4,938
-74% -$154K ﹤0.01% 6873
2022
Q1 		$207K Sell
6,633
-527
-7% -$17.1K ﹤0.01% 6439
2021
Q4 		$217K Sell
7,160
-69
-1% -$2.06K ﹤0.01% 6456
2021
Q3 		$209K Sell
7,229
-1,051
-13% -$28.1K ﹤0.01% 6283
2021
Q2 		$214K Sell
8,280
-6,060
-42% -$162K ﹤0.01% 6051
2021
Q1 		$359K Buy
14,340
+9,335
+187% +$196K ﹤0.01% 5632
2020
Q4 		$97K Buy
5,005
+4,071
+436% +$66.2K ﹤0.01% 6005
2020
Q3 		$12K Sell
934
-9,751
-91% -$133K ﹤0.01% 6409
2020
Q2 		$152K Buy
10,685
+10,590
+11,147% +$142K ﹤0.01% 5427
2020
Q1 		$1K Buy
+95
New +$1.56K ﹤0.01% 6722
2019
Q3 		– Sell
-527
Closed -$7K – 7403
2019
Q2 		$7K Buy
+527
New +$7.01K ﹤0.01% 6787
2019
Q1 		– Sell
-11
Closed – – 7308
2018
Q4 		$0 Buy
+11
New +$149 ﹤0.01% 7276

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 $5.72T AUM 30.48% 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

Bank of America's MYFW Position: Q1 2026 in Review

Bank of America increased its First Western Financial (MYFW) stake by 11% in Q1 2026, buying an estimated $29.9K and bringing the position to 12,053 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #5162.

Bank of America first reported a position in MYFW in Q4 2018 and has held it in 27 quarters since. The position peaked at $359K in Q1 2021. 95 funds tracked by Wall St. Rank hold MYFW as of Q1 2026.

  • Bank of America held 12,053 shares of First Western Financial worth $296K as of Q1 2026.
  • Bank of America bought 1,178 First Western Financial shares in Q1 2026, an estimated $29.9K.
  • First Western Financial made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #5162 holding.
  • Bank of America first reported a position in First Western Financial in Q4 2018 and has held it in 27 quarters since.
  • Bank of America's First Western Financial position peaked at $359K in Q1 2021.
  • 95 funds tracked by Wall St. Rank held First Western Financial as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.