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Colorado Capital Management’s First Western Financial MYFW Stock Holding History

Colorado Capital 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
2025
Q3 		– Sell
-39,744
Closed -$897K – 105
2025
Q2 		$897K Buy
+39,744
New +$820K 0.38% 56

Other funds holding MYFW

NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Colorado Capital Management's MYFW Position: Q3 2025 in Review

Colorado Capital Management sold out of First Western Financial (MYFW) in Q3 2025, closing a stake of 39,744 shares — an estimated $897K sold.

Colorado Capital Management first reported a position in MYFW in Q2 2025 and held it in 1 quarter. The position peaked at $897K in Q2 2025. 92 funds tracked by Wall St. Rank hold MYFW as of Q3 2025.

  • Colorado Capital Management reported no remaining First Western Financial position as of Q3 2025 after selling out during the quarter.
  • Colorado Capital Management sold 39,744 First Western Financial shares in Q3 2025, an estimated $897K.
  • Colorado Capital Management first reported a position in First Western Financial in Q2 2025 and held it in 1 quarter.
  • Colorado Capital Management's First Western Financial position peaked at $897K in Q2 2025.
  • 92 funds tracked by Wall St. Rank held First Western Financial as of Q3 2025.

Based on Colorado Capital Management's 13F filing for Q3 2025, filed 24 Oct 2025.