Federated Hermes’s First Western Financial MYFW Stock Holding History

Federated Hermes’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
2025 Q3	–	Sell	-31	Closed	-$699	–	2191
2025 Q2	$699	Buy	+31	New	+$640	﹤0.01%	2022
2022 Q3	–	Sell	-363	Closed	-$10K	–	2209
2022 Q2	$10K	Sell	363 -99	-21%	-$3.08K	﹤0.01%	1829
2022 Q1	$14K	Hold	462	–	–	﹤0.01%	1858
2021 Q4	$14K	Hold	462	–	–	﹤0.01%	1901
2021 Q3	$13K	Sell	462 -1	-0.2%	-$27	﹤0.01%	1965
2021 Q2	$12K	Sell	463 -32	-6%	-$854	﹤0.01%	1969
2021 Q1	$12K	Buy	495 +39	+9%	+$817	﹤0.01%	1990
2020 Q4	$9K	Buy	456 +437	+2,300%	+$7.11K	﹤0.01%	1998
2020 Q3	$1K	Buy	+19	New	+$260	﹤0.01%	2173

Other funds holding MYFW

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return

JAM

Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

MCA

Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Federated Hermes's MYFW Position: Q3 2025 in Review

Federated Hermes sold out of First Western Financial (MYFW) in Q3 2025, closing a stake of 31 shares — an estimated $699 sold.

Federated Hermes first reported a position in MYFW in Q3 2020 and held it in 9 quarters. The position peaked at $14K in Q1 2022. 92 funds tracked by Wall St. Rank hold MYFW as of Q3 2025.

Federated Hermes reported no remaining First Western Financial position as of Q3 2025 after selling out during the quarter.
Federated Hermes sold 31 First Western Financial shares in Q3 2025, an estimated $699.
Federated Hermes first reported a position in First Western Financial in Q3 2020 and held it in 9 quarters.
Federated Hermes's First Western Financial position peaked at $14K in Q1 2022.
92 funds tracked by Wall St. Rank held First Western Financial as of Q3 2025.

Based on Federated Hermes's 13F filing for Q3 2025, filed 3 Nov 2025.