Citigroup
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Citigroup’s First Western Financial MYFW Stock Holding History

Citigroup’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 		$129K Buy
4,010
+3,608
+898% +$103K ﹤0.01% 4543
2026
Q1 		$9.88K Buy
402
+214
+114% +$5.43K ﹤0.01% 5047
2025
Q4 		$5.04K Sell
188
-137
-42% -$3.27K ﹤0.01% 5241
2025
Q3 		$7.48K Sell
325
-2,647
-89% -$60.4K ﹤0.01% 5100
2025
Q2 		$67K Sell
2,972
-2,829
-49% -$58.4K ﹤0.01% 4619
2025
Q1 		$114K Sell
5,801
-653
-10% -$12.8K ﹤0.01% 4524
2024
Q4 		$126K Buy
6,454
+429
+7% +$8.78K ﹤0.01% 4712
2024
Q3 		$121K Buy
6,025
+4,121
+216% +$75.1K ﹤0.01% 4683
2024
Q2 		$32.4K Buy
1,904
+356
+23% +$5.84K ﹤0.01% 4820
2024
Q1 		$22.6K Buy
1,548
+298
+24% +$4.7K ﹤0.01% 4993
2023
Q4 		$24.8K Buy
1,250
+1,091
+686% +$18.4K ﹤0.01% 4899
2023
Q3 		$2.89K Sell
159
-2,382
-94% -$47.2K ﹤0.01% 4867
2023
Q2 		$47.3K Buy
2,541
+2,539
+126,950% +$44.5K ﹤0.01% 4682
2023
Q1 		$40 Sell
2
-53
-96% -$1.31K ﹤0.01% 5338
2022
Q4 		$1.55K Sell
55
-66
-55% -$1.84K ﹤0.01% 5314
2022
Q3 		$3K Sell
121
-375
-76% -$10.2K ﹤0.01% 5394
2022
Q2 		$13K Sell
496
-5,049
-91% -$157K ﹤0.01% 5237
2022
Q1 		$173K Buy
+5,545
New +$180K ﹤0.01% 4148
2021
Q2 		– Sell
-416
Closed -$10K – 6302
2021
Q1 		$10K Sell
416
-687
-62% -$14.4K ﹤0.01% 5649
2020
Q4 		$22K Buy
1,103
+802
+266% +$13K ﹤0.01% 6591
2020
Q3 		$4K Sell
301
-461
-60% -$6.31K ﹤0.01% 7130
2020
Q2 		$11K Buy
762
+575
+307% +$7.7K ﹤0.01% 7005
2020
Q1 		$2K Buy
+187
New +$3.08K ﹤0.01% 7432

Other funds holding MYFW

Wellington Management Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AU
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
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

Citigroup's MYFW Position: Q2 2026 in Review

Citigroup increased its First Western Financial (MYFW) stake by 898% in Q2 2026, buying an estimated $103K and bringing the position to 4,010 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #4543.

Citigroup first reported a position in MYFW in Q1 2020 and has held it in 23 quarters since. The position peaked at $173K in Q1 2022. 103 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • Citigroup held 4,010 shares of First Western Financial worth $129K as of Q2 2026.
  • Citigroup bought 3,608 First Western Financial shares in Q2 2026, an estimated $103K.
  • First Western Financial made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #4543 holding.
  • Citigroup first reported a position in First Western Financial in Q1 2020 and has held it in 23 quarters since.
  • Citigroup's First Western Financial position peaked at $173K in Q1 2022.
  • 103 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.