Cherry Creek Investment Advisors’s First Western Financial MYFW Stock Holding History

Cherry Creek Investment Advisors’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	$1.67M	Hold	51,939	–	–	0.66%	35
2026 Q1	$1.28M	Hold	51,939	–	–	0.55%	37
2025 Q4	$1.39M	Hold	51,939	–	–	0.6%	35
2025 Q3	$1.2M	Hold	51,939	–	–	0.52%	37
2025 Q2	$1.17M	Hold	51,939	–	–	0.55%	37
2025 Q1	$1.02M	Hold	51,939	–	–	0.53%	35
2024 Q4	$1.02M	Hold	51,939	–	–	0.5%	35
2024 Q3	$1.04M	Hold	51,939	–	–	0.54%	33
2024 Q2	$883K	Hold	51,939	–	–	0.46%	35
2024 Q1	$757K	Sell	51,939 -6,000	-10%	-$94.6K	0.41%	42
2023 Q4	$1.15M	Sell	57,939 -1,501	-3%	-$25.3K	0.7%	33
2023 Q3	$1.08M	Buy	59,440 +1,000	+2%	+$19.8K	0.73%	33
2023 Q2	$1.09M	Buy	58,440 +1,500	+3%	+$26.3K	0.73%	31
2023 Q1	$1.13M	Buy	56,940 +1,000	+2%	+$24.7K	0.83%	30
2022 Q4	$1.57M	Hold	55,940	–	–	1.22%	22
2022 Q3	$1.38M	Buy	55,940 +1,000	+2%	+$27.3K	1.14%	24
2022 Q2	$1.49M	Hold	54,940	–	–	1.2%	22
2022 Q1	$1.72M	Hold	54,940	–	–	1.13%	24
2021 Q4	$1.67M	Buy	54,940 +3,001	+6%	+$89.8K	1.04%	31
2021 Q3	$1.5M	Hold	51,939	–	–	1%	34
2021 Q2	$1.34M	Buy	+51,939	New	+$1.39M	0.88%	37

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

Cherry Creek Investment Advisors's MYFW Position: Q2 2026 in Review

Cherry Creek Investment Advisors held its First Western Financial (MYFW) position steady in Q2 2026 at 51,939 shares worth $1.67M. The position accounts for 0.66% of the portfolio, ranked #35.

Cherry Creek Investment Advisors first reported a position in MYFW in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.72M in Q1 2022. 103 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

Cherry Creek Investment Advisors held 51,939 shares of First Western Financial worth $1.67M as of Q2 2026.
Cherry Creek Investment Advisors left its First Western Financial share count unchanged in Q2 2026.
First Western Financial made up 0.66% of Cherry Creek Investment Advisors's portfolio in Q2 2026, its #35 holding.
Cherry Creek Investment Advisors first reported a position in First Western Financial in Q2 2021 and has held it in 21 quarters since.
Cherry Creek Investment Advisors's First Western Financial position peaked at $1.72M in Q1 2022.
103 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.