BFM
MYFW icon

Boothbay Fund Management’s First Western Financial MYFW Stock Holding History

Boothbay Fund Management’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 		$2.78M Sell
112,993
-42,184
-27% -$1.07M 0.04% 497
2025
Q4 		$4.16M Sell
155,177
-1,105
-0.7% -$26.3K 0.06% 343
2025
Q3 		$3.6M Buy
156,282
+57,565
+58% +$1.31M 0.05% 413
2025
Q2 		$2.23M Buy
98,717
+5,165
+6% +$107K 0.04% 477
2025
Q1 		$1.84M Buy
93,552
+33,091
+55% +$649K 0.05% 448
2024
Q4 		$1.18M Buy
60,461
+25,986
+75% +$532K 0.03% 594
2024
Q3 		$690K Buy
+34,475
New +$628K 0.02% 878

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

Boothbay Fund Management's MYFW Position: Q1 2026 in Review

Boothbay Fund Management reduced its First Western Financial (MYFW) stake by 27% in Q1 2026, selling an estimated $1.07M and leaving 112,993 shares worth $2.78M. The position accounts for 0.04% of the portfolio, ranked #497.

Boothbay Fund Management first reported a position in MYFW in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.16M in Q4 2025. 95 funds tracked by Wall St. Rank hold MYFW as of Q1 2026.

  • Boothbay Fund Management held 112,993 shares of First Western Financial worth $2.78M as of Q1 2026.
  • Boothbay Fund Management sold 42,184 First Western Financial shares in Q1 2026, an estimated $1.07M.
  • First Western Financial made up 0.04% of Boothbay Fund Management's portfolio in Q1 2026, its #497 holding.
  • Boothbay Fund Management first reported a position in First Western Financial in Q3 2024 and has held it in 7 quarters since.
  • Boothbay Fund Management's First Western Financial position peaked at $4.16M in Q4 2025.
  • 95 funds tracked by Wall St. Rank held First Western Financial as of Q1 2026.

Based on Boothbay Fund Management's 13F filing for Q1 2026, filed 15 May 2026.