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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
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

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

ELCO Management's MYFW Position: Q2 2026 in Review

ELCO Management reduced its First Western Financial (MYFW) stake by 23% in Q2 2026, selling an estimated $95.6K and leaving 11,388 shares worth $366K. The position accounts for 0.16% of the portfolio, ranked #114.

ELCO Management first reported a position in MYFW in Q2 2019 and has held it in 25 quarters since. The position peaked at $654K in Q4 2019. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • ELCO Management held 11,388 shares of First Western Financial worth $366K as of Q2 2026.
  • ELCO Management sold 3,358 First Western Financial shares in Q2 2026, an estimated $95.6K.
  • First Western Financial made up 0.16% of ELCO Management's portfolio in Q2 2026, its #114 holding.
  • ELCO Management first reported a position in First Western Financial in Q2 2019 and has held it in 25 quarters since.
  • ELCO Management's First Western Financial position peaked at $654K in Q4 2019.
  • 104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on ELCO Management's 13F filing for Q2 2026, filed 11 Aug 2026.