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EA Series Trust’s First Western Financial MYFW Stock Holding History

EA Series Trust’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
2023
Q2 		$381K Buy
+20,465
New +$359K 0.01% 896

Other funds holding MYFW

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

EA Series Trust's MYFW Position: Q2 2023 in Review

EA Series Trust opened a new position in First Western Financial (MYFW) in Q2 2023: 20,465 shares worth $381K. The stake represents 0.01% of the portfolio and ranks #896 among its holdings.

59 funds tracked by Wall St. Rank hold MYFW as of Q2 2023.

  • EA Series Trust held 20,465 shares of First Western Financial worth $381K as of Q2 2023.
  • First Western Financial was a new EA Series Trust position in Q2 2023.
  • First Western Financial made up 0.01% of EA Series Trust's portfolio in Q2 2023, its #896 holding.
  • 59 funds tracked by Wall St. Rank held First Western Financial as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.