First Western Trust Bank’s First Western Financial MYFW Stock Holding History

First Western Trust Bank’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	$2.96M	Sell	92,241 -5,990	-6%	-$170K	0.14%	47
2026 Q1	$2.41M	Buy	98,231 +6,752	+7%	+$171K	0.12%	55
2025 Q4	$2.45M	Sell	91,479 -18,024	-16%	-$430K	0.12%	57
2025 Q3	$2.52M	Sell	109,503 -3,162	-3%	-$72.2K	0.12%	56
2025 Q2	$2.54M	Buy	112,665 +495	+0.4%	+$10.2K	0.11%	57
2025 Q1	$2.2M	Buy	112,170 +495	+0.4%	+$9.71K	0.11%	60
2024 Q4	$2.18M	Sell	111,675 -8,482	-7%	-$173K	0.1%	62
2024 Q3	$2.4M	Buy	120,157 +6,963	+6%	+$127K	0.11%	61
2024 Q2	$1.92M	Sell	113,194 -7,926	-7%	-$130K	0.09%	68
2024 Q1	$1.77M	Hold	121,120	–	–	0.08%	74
2023 Q4	$2.4M	Sell	121,120 -9,660	-7%	-$163K	0.12%	62
2023 Q3	$2.37M	Hold	130,780	–	–	0.13%	61
2023 Q2	$2.43M	Buy	130,780 +4,008	+3%	+$70.2K	0.12%	65
2023 Q1	$2.51M	Hold	126,772	–	–	0.13%	63
2022 Q4	$3.57M	Sell	126,772 -9,987	-7%	-$279K	0.2%	52
2022 Q3	$3.37M	Buy	136,759 +6,198	+5%	+$169K	0.23%	51
2022 Q2	$3.6M	Sell	130,561 -12,926	-9%	-$403K	0.24%	49
2022 Q1	$4.51M	Buy	+143,487	New	+$4.66M	0.23%	49

Other funds holding MYFW

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BFC

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

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

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 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

First Western Trust Bank's MYFW Position: Q2 2026 in Review

First Western Trust Bank reduced its First Western Financial (MYFW) stake by 6.1% in Q2 2026, selling an estimated $170K and leaving 92,241 shares worth $2.96M. The position accounts for 0.14% of the portfolio, ranked #47.

First Western Trust Bank first reported a position in MYFW in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.51M in Q1 2022. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

First Western Trust Bank held 92,241 shares of First Western Financial worth $2.96M as of Q2 2026.
First Western Trust Bank sold 5,990 First Western Financial shares in Q2 2026, an estimated $170K.
First Western Financial made up 0.14% of First Western Trust Bank's portfolio in Q2 2026, its #47 holding.
First Western Trust Bank first reported a position in First Western Financial in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's First Western Financial position peaked at $4.51M in Q1 2022.
104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.