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 Q2	$1.06M	Sell	32,935 -80,058	-71%	-$2.28M	0.01%	1056
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

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

Boothbay Fund Management's MYFW Position: Q2 2026 in Review

Boothbay Fund Management reduced its First Western Financial (MYFW) stake by 71% in Q2 2026, selling an estimated $2.28M and leaving 32,935 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #1056.

Boothbay Fund Management first reported a position in MYFW in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.16M in Q4 2025. 103 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

Boothbay Fund Management held 32,935 shares of First Western Financial worth $1.06M as of Q2 2026.
Boothbay Fund Management sold 80,058 First Western Financial shares in Q2 2026, an estimated $2.28M.
First Western Financial made up 0.01% of Boothbay Fund Management's portfolio in Q2 2026, its #1056 holding.
Boothbay Fund Management first reported a position in First Western Financial in Q3 2024 and has held it in 8 quarters since.
Boothbay Fund Management's First Western Financial position peaked at $4.16M in Q4 2025.
103 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Boothbay Fund Management's 13F filing for Q2 2026, filed 14 Aug 2026.