EF
MYFW icon

Empowered Funds’s First Western Financial MYFW Stock Holding History

Empowered Funds’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 		$1.08M Sell
33,558
-2,910
-8% -$82.8K 0.01% 1438
2026
Q1 		$896K Buy
36,468
+3,133
+9% +$79.5K 0.01% 1449
2025
Q4 		$894K Buy
33,335
+2,959
+10% +$70.5K 0.02% 662
2025
Q3 		$699K Buy
30,376
+3,325
+12% +$75.9K 0.01% 1287
2025
Q2 		$610K Buy
27,051
+2,288
+9% +$47.2K 0.01% 1247
2025
Q1 		$487K Buy
24,763
+1,824
+8% +$35.8K 0.01% 1227
2024
Q4 		$448K Buy
22,939
+1,080
+5% +$22.1K 0.01% 1227
2024
Q3 		$437K Buy
21,859
+1,072
+5% +$19.5K 0.01% 1130
2024
Q2 		$353K Sell
20,787
-1,517
-7% -$24.9K 0.01% 1158
2024
Q1 		$325K Buy
22,304
+1,575
+8% +$24.8K 0.01% 1192
2023
Q4 		$411K Buy
20,729
+1,728
+9% +$29.2K 0.01% 1030
2023
Q3 		$345K Sell
19,001
-1,464
-7% -$29K 0.01% 1027
2023
Q2 		$381K Buy
+20,465
New +$359K 0.01% 896

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

Empowered Funds's MYFW Position: Q2 2026 in Review

Empowered Funds reduced its First Western Financial (MYFW) stake by 8% in Q2 2026, selling an estimated $82.8K and leaving 33,558 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #1438.

Empowered Funds first reported a position in MYFW in Q2 2023 and has held it in 13 quarters since. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • Empowered Funds held 33,558 shares of First Western Financial worth $1.08M as of Q2 2026.
  • Empowered Funds sold 2,910 First Western Financial shares in Q2 2026, an estimated $82.8K.
  • First Western Financial made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1438 holding.
  • Empowered Funds first reported a position in First Western Financial in Q2 2023 and has held it in 13 quarters since.
  • 104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.