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ELCO Management’s First Western Financial MYFW Stock Holding History

ELCO 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
Q3 		$342K Hold
11,388
– – 0.16% 115
2026
Q2 		$366K Sell
11,388
-3,358
-23% -$95.6K 0.16% 114
2026
Q1 		$362K Hold
14,746
– – 0.17% 107
2025
Q4 		$395K Hold
14,746
– – 0.25% 90
2025
Q3 		$340K Sell
14,746
-3,626
-20% -$82.7K 0.18% 106
2025
Q2 		$414K Hold
18,372
– – 0.22% 93
2025
Q1 		$361K Sell
18,372
-391
-2% -$7.67K 0.2% 91
2024
Q4 		$367K Buy
18,763
+5,971
+47% +$122K 0.19% 101
2024
Q3 		$256K Buy
12,792
+1,378
+12% +$25.1K 0.14% 135
2024
Q2 		$194K Buy
+11,414
New +$187K 0.11% 144
2023
Q2 		– Sell
-10,046
Closed -$199K – 135
2023
Q1 		$199K Sell
10,046
-1,604
-14% -$39.6K 0.14% 123
2022
Q4 		$328K Buy
11,650
+46
+0.4% +$1.28K 0.25% 87
2022
Q3 		$286K Hold
11,604
– – 0.23% 94
2022
Q2 		$316K Sell
11,604
-5,941
-34% -$185K 0.26% 91
2022
Q1 		$548K Hold
17,545
– – 0.37% 63
2021
Q4 		$533K Hold
17,545
– – 0.38% 72
2021
Q3 		$506K Buy
17,545
+90
+0.5% +$2.41K 0.39% 73
2021
Q2 		$452K Sell
17,455
-3,197
-15% -$85.3K 0.34% 77
2021
Q1 		$517K Sell
20,652
-7,406
-26% -$155K 0.47% 68
2020
Q4 		$549K Hold
28,058
– – 0.47% 60
2020
Q3 		$363K Sell
28,058
-3,044
-10% -$41.7K 0.3% 86
2020
Q2 		$443K Sell
31,102
-8,098
-21% -$108K 0.37% 69
2020
Q1 		$554K Sell
39,200
-529
-1% -$8.71K 0.58% 49
2019
Q4 		$654K Buy
39,729
+2,864
+8% +$46.8K 0.39% 69
2019
Q3 		$630K Buy
36,865
+2,510
+7% +$36.6K 0.38% 64
2019
Q2 		$456K Buy
+34,355
New +$457K 0.25% 92

Other funds holding MYFW

CCIA
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

ELCO Management's MYFW Position: Q3 2026 in Review

ELCO Management held its First Western Financial (MYFW) position steady in Q3 2026 at 11,388 shares worth $342K. The position accounts for 0.16% of the portfolio, ranked #115.

ELCO Management first reported a position in MYFW in Q2 2019 and has held it in 26 quarters since. The position peaked at $654K in Q4 2019. 8 funds tracked by Wall St. Rank hold MYFW as of Q3 2026.

  • ELCO Management held 11,388 shares of First Western Financial worth $342K as of Q3 2026.
  • ELCO Management left its First Western Financial share count unchanged in Q3 2026.
  • First Western Financial made up 0.16% of ELCO Management's portfolio in Q3 2026, its #115 holding.
  • ELCO Management first reported a position in First Western Financial in Q2 2019 and has held it in 26 quarters since.
  • ELCO Management's First Western Financial position peaked at $654K in Q4 2019.
  • 8 funds tracked by Wall St. Rank held First Western Financial as of Q3 2026.

Based on ELCO Management's 13F filing for Q3 2026, filed 14 Oct 2026.