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Covestor’s First Western Financial MYFW Stock Holding History

Covestor’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
Q4 		– Sell
-24
Closed -$1K – 2566
2025
Q3 		$1K Buy
+24
New +$548 ﹤0.01% 2131
2024
Q2 		– Sell
-22
Closed -$361 – 2559
2024
Q1 		$0 Sell
22
-17
-44% -$268 ﹤0.01% 2555
2023
Q4 		$1K Sell
39
-1
-3% -$17 ﹤0.01% 2005
2023
Q3 		$1K Sell
40
-43
-52% -$852 ﹤0.01% 1965
2023
Q2 		$2K Buy
+83
New +$1.46K ﹤0.01% 1851

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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Covestor's MYFW Position: Q4 2025 in Review

Covestor sold out of First Western Financial (MYFW) in Q4 2025, closing a stake of 24 shares — an estimated $1K sold.

Covestor first reported a position in MYFW in Q2 2023 and held it in 5 quarters. The position peaked at $2K in Q2 2023. 94 funds tracked by Wall St. Rank hold MYFW as of Q4 2025.

  • Covestor reported no remaining First Western Financial position as of Q4 2025 after selling out during the quarter.
  • Covestor sold 24 First Western Financial shares in Q4 2025, an estimated $1K.
  • Covestor first reported a position in First Western Financial in Q2 2023 and held it in 5 quarters.
  • Covestor's First Western Financial position peaked at $2K in Q2 2023.
  • 94 funds tracked by Wall St. Rank held First Western Financial as of Q4 2025.

Based on Covestor's 13F filing for Q4 2025, filed 6 Feb 2026.