Diamond Hill Capital Management
MYFW icon

Diamond Hill Capital Management’s First Western Financial MYFW Stock Holding History

Diamond Hill 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
2026
Q2 		$5.49M Buy
170,824
+10,992
+7% +$313K 0.04% 148
2026
Q1 		$3.93M Buy
159,832
+1,189
+0.7% +$30.2K 0.02% 153
2025
Q4 		$4.25M Buy
158,643
+5,264
+3% +$126K 0.02% 154
2025
Q3 		$3.53M Sell
153,379
-4,035
-3% -$92.1K 0.02% 155
2025
Q2 		$3.55M Sell
157,414
-1,130
-0.7% -$23.3K 0.02% 152
2025
Q1 		$3.12M Buy
158,544
+3,666
+2% +$71.9K 0.01% 147
2024
Q4 		$3.03M Buy
154,878
+13,462
+10% +$275K 0.01% 152
2024
Q3 		$2.83M Sell
141,416
-20,172
-12% -$367K 0.01% 149
2024
Q2 		$2.75M Sell
161,588
-6,766
-4% -$111K 0.01% 145
2024
Q1 		$2.45M Buy
168,354
+6,536
+4% +$103K 0.01% 142
2023
Q4 		$3.21M Sell
161,818
-16,328
-9% -$276K 0.01% 141
2023
Q3 		$3.23M Sell
178,146
-4,766
-3% -$94.4K 0.02% 137
2023
Q2 		$3.4M Buy
182,912
+63,866
+54% +$1.12M 0.02% 137
2023
Q1 		$2.36M Buy
119,046
+87,825
+281% +$2.17M 0.01% 142
2022
Q4 		$879K Hold
31,221
– – ﹤0.01% 155
2022
Q3 		$770K Hold
31,221
– – ﹤0.01% 151
2022
Q2 		$849K Hold
31,221
– – ﹤0.01% 147
2022
Q1 		$976K Hold
31,221
– – ﹤0.01% 146
2021
Q4 		$948K Hold
31,221
– – ﹤0.01% 147
2021
Q3 		$905K Buy
31,221
+6,244
+25% +$167K ﹤0.01% 140
2021
Q2 		$647K Buy
+24,977
New +$667K ﹤0.01% 140

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

Diamond Hill Capital Management's MYFW Position: Q2 2026 in Review

Diamond Hill Capital Management increased its First Western Financial (MYFW) stake by 6.9% in Q2 2026, buying an estimated $313K and bringing the position to 170,824 shares worth $5.49M. The position accounts for 0.04% of the portfolio, ranked #148.

Diamond Hill Capital Management first reported a position in MYFW in Q2 2021 and has held it in 21 quarters since. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • Diamond Hill Capital Management held 170,824 shares of First Western Financial worth $5.49M as of Q2 2026.
  • Diamond Hill Capital Management bought 10,992 First Western Financial shares in Q2 2026, an estimated $313K.
  • First Western Financial made up 0.04% of Diamond Hill Capital Management's portfolio in Q2 2026, its #148 holding.
  • Diamond Hill Capital Management first reported a position in First Western Financial in Q2 2021 and has held it in 21 quarters since.
  • 104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Diamond Hill Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.