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Essential Partners’s First Western Financial MYFW Stock Holding History

Essential Partners’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 		$867 Sell
27
-133
-83% -$3.79K ﹤0.01% 2298
2026
Q1 		$3.93K Hold
160
– – ﹤0.01% 1698
2025
Q4 		$4.29K Sell
160
-1
-0.6% -$24 ﹤0.01% 1488
2025
Q3 		$3.71K Buy
161
+149
+1,242% +$3.4K ﹤0.01% 1542
2025
Q2 		$271 Buy
+12
New +$248 ﹤0.01% 1870

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

Essential Partners's MYFW Position: Q2 2026 in Review

Essential Partners reduced its First Western Financial (MYFW) stake by 83% in Q2 2026, selling an estimated $3.79K and leaving 27 shares worth $867. The position accounts for ﹤0.01% of the portfolio, ranked #2298.

Essential Partners first reported a position in MYFW in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.29K in Q4 2025. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • Essential Partners held 27 shares of First Western Financial worth $867 as of Q2 2026.
  • Essential Partners sold 133 First Western Financial shares in Q2 2026, an estimated $3.79K.
  • First Western Financial made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2298 holding.
  • Essential Partners first reported a position in First Western Financial in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's First Western Financial position peaked at $4.29K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.