Citadel Advisors
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Citadel Advisors’s First Western Financial MYFW Stock Holding History

Citadel 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
Q1 		– Sell
-7,851
Closed -$210K – 13770
2025
Q4 		$210K Buy
+7,851
New +$187K ﹤0.01% 10934
2025
Q3 		– Sell
-58,941
Closed -$1.33M – 13631
2025
Q2 		$1.33M Buy
58,941
+36,247
+160% +$748K ﹤0.01% 6492
2025
Q1 		$446K Buy
22,694
+5,398
+31% +$106K ﹤0.01% 8730
2024
Q4 		$338K Buy
17,296
+1,678
+11% +$34.3K ﹤0.01% 9411
2024
Q3 		$312K Sell
15,618
-1,645
-10% -$30K ﹤0.01% 9251
2024
Q2 		$293K Buy
+17,263
New +$283K ﹤0.01% 9184
2024
Q1 		– Sell
-16,084
Closed -$319K – 15164
2023
Q4 		$319K Buy
+16,084
New +$272K ﹤0.01% 9045
2022
Q4 		– Sell
-16,032
Closed -$395K – 15247
2022
Q3 		$395K Sell
16,032
-8,748
-35% -$239K ﹤0.01% 8972
2022
Q2 		$674K Buy
24,780
+14,921
+151% +$465K ﹤0.01% 7974
2022
Q1 		$308K Buy
+9,859
New +$320K ﹤0.01% 10530

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

Citadel Advisors's MYFW Position: Q1 2026 in Review

Citadel Advisors sold out of First Western Financial (MYFW) in Q1 2026, closing a stake of 7,851 shares — an estimated $210K sold.

Citadel Advisors first reported a position in MYFW in Q1 2022 and held it in 10 quarters. The position peaked at $1.33M in Q2 2025. 95 funds tracked by Wall St. Rank hold MYFW as of Q1 2026.

  • Citadel Advisors reported no remaining First Western Financial position as of Q1 2026 after selling out during the quarter.
  • Citadel Advisors sold 7,851 First Western Financial shares in Q1 2026, an estimated $210K.
  • Citadel Advisors first reported a position in First Western Financial in Q1 2022 and held it in 10 quarters.
  • Citadel Advisors's First Western Financial position peaked at $1.33M in Q2 2025.
  • 95 funds tracked by Wall St. Rank held First Western Financial as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.