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
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

NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return