Biltmore Family Office’s First Western Financial MYFW Stock Holding History

Biltmore Family Office’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	$1.46M	Hold	45,316	–	–	0.19%	86
2026 Q1	$1.11M	Hold	45,316	–	–	0.16%	96
2025 Q4	$1.21M	Hold	45,316	–	–	0.17%	90
2025 Q3	$1.04M	Hold	45,316	–	–	0.15%	92
2025 Q2	$1.02M	Hold	45,316	–	–	0.17%	87
2025 Q1	$890K	Hold	45,316	–	–	0.15%	94
2024 Q4	$886K	Buy	+45,316	New	+$927K	0.15%	91
2024 Q1	–	Sell	-45,316	Closed	-$899K	–	239
2023 Q4	$899K	Hold	45,316	–	–	0.19%	81
2023 Q3	$822K	Hold	45,316	–	–	0.19%	80
2023 Q2	$843K	Hold	45,316	–	–	0.18%	79
2023 Q1	$897K	Hold	45,316	–	–	0.19%	79
2022 Q4	$1.28M	Hold	45,316	–	–	0.26%	57
2022 Q3	$1.12M	Hold	45,316	–	–	0.26%	56
2022 Q2	$1.23M	Hold	45,316	–	–	0.31%	50
2022 Q1	$1.42M	Hold	45,316	–	–	0.3%	54
2021 Q4	$1.38M	Hold	45,316	–	–	0.26%	61
2021 Q3	$1.31M	Buy	45,316 +26,316	+139%	+$704K	0.32%	52
2021 Q2	$492K	Hold	19,000	–	–	0.14%	98
2021 Q1	$475K	Hold	19,000	–	–	0.15%	96
2020 Q4	$372K	Hold	19,000	–	–	0.11%	121
2020 Q3	$246K	Hold	19,000	–	–	0.14%	119
2020 Q2	$271K	Hold	19,000	–	–	0.16%	120
2020 Q1	$269K	Buy	+19,000	New	+$313K	0.18%	117

Other funds holding MYFW

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 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

Biltmore Family Office's MYFW Position: Q2 2026 in Review

Biltmore Family Office held its First Western Financial (MYFW) position steady in Q2 2026 at 45,316 shares worth $1.46M. The position accounts for 0.19% of the portfolio, ranked #86.

Biltmore Family Office first reported a position in MYFW in Q1 2020 and has held it in 23 quarters since. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

Biltmore Family Office held 45,316 shares of First Western Financial worth $1.46M as of Q2 2026.
Biltmore Family Office left its First Western Financial share count unchanged in Q2 2026.
First Western Financial made up 0.19% of Biltmore Family Office's portfolio in Q2 2026, its #86 holding.
Biltmore Family Office first reported a position in First Western Financial in Q1 2020 and has held it in 23 quarters since.
104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.