FJ Capital Management’s First Western Financial MYFW Stock Holding History

FJ Capital Management’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
2024 Q4	–	Sell	-105,611	Closed	-$2.11M	–	145
2024 Q3	$2.11M	Sell	105,611 -231,222	-69%	-$4.21M	0.22%	65
2024 Q2	$5.73M	Sell	336,833 -32,430	-9%	-$532K	0.6%	39
2024 Q1	$5.38M	Hold	369,263	–	–	0.55%	39
2023 Q4	$7.32M	Hold	369,263	–	–	0.73%	32
2023 Q3	$6.7M	Hold	369,263	–	–	0.76%	42
2023 Q2	$6.87M	Hold	369,263	–	–	0.88%	37
2023 Q1	$7.31M	Hold	369,263	–	–	0.91%	39
2022 Q4	$10.4M	Buy	369,263 +263	+0.1%	+$7.34K	1.23%	32
2022 Q3	$9.1M	Hold	369,000	–	–	1.09%	36
2022 Q2	$10M	Sell	369,000 -263	-0.1%	-$8.19K	0.96%	37
2022 Q1	$11.5M	Buy	369,263 +263	+0.1%	+$8.54K	0.98%	40
2021 Q4	$11.2M	Hold	369,000	–	–	0.93%	40
2021 Q3	$10.7M	Hold	369,000	–	–	0.91%	40
2021 Q2	$9.56M	Sell	369,000 -300	-0.1%	-$8.01K	0.8%	46
2021 Q1	$9.23M	Sell	369,300 -20,700	-5%	-$434K	0.77%	43
2020 Q4	$7.64M	Sell	390,000 -105,000	-21%	-$1.71M	0.85%	34
2020 Q3	$6.41M	Sell	495,000 -35,000	-7%	-$479K	1.01%	29
2020 Q2	$7.55M	Buy	530,000 +105,000	+25%	+$1.41M	1.17%	25
2020 Q1	$6M	Hold	425,000	–	–	1.06%	32
2019 Q4	$6.99M	Hold	425,000	–	–	0.75%	45
2019 Q3	$7.26M	Hold	425,000	–	–	0.75%	45
2019 Q2	$5.63M	Buy	425,000 +343	+0.1%	+$4.57K	0.54%	50
2019 Q1	$5.57M	Buy	424,657 +23,657	+6%	+$319K	0.57%	51
2018 Q4	$4.69M	Buy	401,000 +86,000	+27%	+$1.16M	0.55%	51
2018 Q3	$5.51M	Buy	+315,000	New	+$5.59M	0.61%	49

Other funds holding MYFW

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 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

RIP

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

FJ Capital Management's MYFW Position: Q4 2024 in Review

FJ Capital Management sold out of First Western Financial (MYFW) in Q4 2024, closing a stake of 105,611 shares — an estimated $2.11M sold.

FJ Capital Management first reported a position in MYFW in Q3 2018 and held it in 25 quarters. The position peaked at $11.5M in Q1 2022. 67 funds tracked by Wall St. Rank hold MYFW as of Q4 2024.

FJ Capital Management reported no remaining First Western Financial position as of Q4 2024 after selling out during the quarter.
FJ Capital Management sold 105,611 First Western Financial shares in Q4 2024, an estimated $2.11M.
FJ Capital Management first reported a position in First Western Financial in Q3 2018 and held it in 25 quarters.
FJ Capital Management's First Western Financial position peaked at $11.5M in Q1 2022.
67 funds tracked by Wall St. Rank held First Western Financial as of Q4 2024.

Based on FJ Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.