Bank of New York Mellon’s First Western Financial MYFW Stock Holding History

Bank of New York Mellon’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	$736K	Buy	22,906 +3,748	+20%	+$107K	﹤0.01%	3542
2026 Q1	$471K	Sell	19,158 -1,202	-6%	-$30.5K	﹤0.01%	3639
2025 Q4	$546K	Buy	20,360 +1,404	+7%	+$33.5K	﹤0.01%	3559
2025 Q3	$436K	Buy	18,956 +1,203	+7%	+$27.5K	﹤0.01%	3671
2025 Q2	$401K	Sell	17,753 -911	-5%	-$18.8K	﹤0.01%	3629
2025 Q1	$367K	Buy	18,664 +2,047	+12%	+$40.1K	﹤0.01%	3609
2024 Q4	$325K	Hold	16,617	–	–	﹤0.01%	3740
2024 Q3	$332K	Sell	16,617 -6,342	-28%	-$116K	﹤0.01%	3710
2024 Q2	$390K	Buy	22,959 +510	+2%	+$8.36K	﹤0.01%	3700
2024 Q1	$327K	Sell	22,449 -811	-3%	-$12.8K	﹤0.01%	3741
2023 Q4	$461K	Sell	23,260 -4,197	-15%	-$70.9K	﹤0.01%	3600
2023 Q3	$498K	Buy	27,457 +180	+0.7%	+$3.57K	﹤0.01%	3544
2023 Q2	$507K	Buy	27,277 +71	+0.3%	+$1.24K	﹤0.01%	3587
2023 Q1	$539K	Sell	27,206 -1,375	-5%	-$34K	﹤0.01%	3455
2022 Q4	$805K	Buy	28,581 +4,675	+20%	+$130K	﹤0.01%	3305
2022 Q3	$589K	Buy	23,906 +2,241	+10%	+$61.2K	﹤0.01%	3484
2022 Q2	$589K	Buy	+21,665	New	+$675K	﹤0.01%	3488
2021 Q2	–	Sell	-16,535	Closed	-$414K	–	4445
2021 Q1	$414K	Buy	16,535 +1,133	+7%	+$23.7K	﹤0.01%	3790
2020 Q4	$302K	Sell	15,402 -864	-5%	-$14K	﹤0.01%	3828
2020 Q3	$211K	Hold	16,266	–	–	﹤0.01%	3832
2020 Q2	$232K	Buy	+16,266	New	+$218K	﹤0.01%	3760

Other funds holding MYFW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

RHCA

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

CCIA

Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return

SCA

Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

CWA

CM Wealth Advisors Beachwood, Ohio $554M AUM 25.64% 1-Year Est. Return

Bank of New York Mellon's MYFW Position: Q2 2026 in Review

Bank of New York Mellon increased its First Western Financial (MYFW) stake by 20% in Q2 2026, buying an estimated $107K and bringing the position to 22,906 shares worth $736K. The position accounts for ﹤0.01% of the portfolio, ranked #3542.

Bank of New York Mellon first reported a position in MYFW in Q2 2020 and has held it in 21 quarters since. The position peaked at $805K in Q4 2022. 36 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

Bank of New York Mellon held 22,906 shares of First Western Financial worth $736K as of Q2 2026.
Bank of New York Mellon bought 3,748 First Western Financial shares in Q2 2026, an estimated $107K.
First Western Financial made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3542 holding.
Bank of New York Mellon first reported a position in First Western Financial in Q2 2020 and has held it in 21 quarters since.
Bank of New York Mellon's First Western Financial position peaked at $805K in Q4 2022.
36 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.