Curi RMB Capital’s First Western Financial MYFW Stock Holding History

Curi RMB Capital’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	$6.11M	Sell	190,422 -6,634	-3%	-$189K	0.09%	216
2026 Q1	$4.84M	Hold	197,056	–	–	0.09%	218
2025 Q4	$5.28M	Hold	197,056	–	–	0.09%	216
2025 Q3	$4.54M	Hold	197,056	–	–	0.08%	222
2025 Q2	$4.45M	Buy	197,056 +400	+0.2%	+$8.26K	0.08%	226
2025 Q1	$3.86M	Hold	196,656	–	–	0.1%	211
2024 Q4	$3.84M	Buy	196,656 +107,282	+120%	+$2.19M	0.09%	211
2024 Q3	$1.79M	Buy	89,374 +17,959	+25%	+$327K	0.04%	278
2024 Q2	$1.21M	Buy	71,415 +29,448	+70%	+$483K	0.03%	317
2024 Q1	$612K	Buy	41,967 +22,238	+113%	+$351K	0.01%	409
2023 Q4	$391K	Buy	+19,729	New	+$333K	0.01%	411
2021 Q3	–	Sell	-40,000	Closed	-$1.04M	–	458
2021 Q2	$1.04M	Hold	40,000	–	–	0.03%	275
2021 Q1	$1M	Sell	40,000 -10,000	-20%	-$210K	0.04%	264
2020 Q4	$978K	Sell	50,000 -4,974	-9%	-$80.9K	0.04%	314
2020 Q3	$712K	Sell	54,974 -26,073	-32%	-$357K	0.03%	359
2020 Q2	$1.16M	Sell	81,047 -658,054	-89%	-$8.81M	0.05%	283
2020 Q1	$10.5M	Buy	739,101 +51	+0%	+$839	0.5%	53
2019 Q4	$12.2M	Buy	739,050 +5,376	+0.7%	+$87.9K	0.34%	81
2019 Q3	$12.5M	Hold	733,674	–	–	0.33%	84
2019 Q2	$9.73M	Buy	733,674 +11,241	+2%	+$150K	0.25%	116
2019 Q1	$9.47M	Buy	722,433 +104,768	+17%	+$1.41M	0.24%	119
2018 Q4	$7.23M	Buy	617,665 +176,469	+40%	+$2.38M	0.18%	139
2018 Q3	$7.72M	Buy	+441,196	New	+$7.83M	0.19%	152

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

Curi RMB Capital's MYFW Position: Q2 2026 in Review

Curi RMB Capital reduced its First Western Financial (MYFW) stake by 3.4% in Q2 2026, selling an estimated $189K and leaving 190,422 shares worth $6.11M. The position accounts for 0.09% of the portfolio, ranked #216.

Curi RMB Capital first reported a position in MYFW in Q3 2018 and has held it in 23 quarters since. The position peaked at $12.5M in Q3 2019. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

Curi RMB Capital held 190,422 shares of First Western Financial worth $6.11M as of Q2 2026.
Curi RMB Capital sold 6,634 First Western Financial shares in Q2 2026, an estimated $189K.
First Western Financial made up 0.09% of Curi RMB Capital's portfolio in Q2 2026, its #216 holding.
Curi RMB Capital first reported a position in First Western Financial in Q3 2018 and has held it in 23 quarters since.
Curi RMB Capital's First Western Financial position peaked at $12.5M in Q3 2019.
104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.