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Fourthstone LLC’s First Western Financial MYFW Stock Holding History

Fourthstone LLC’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
Q1 		– Sell
-24,972
Closed -$488K – 83
2024
Q4 		$488K Buy
+24,972
New +$511K 0.1% 62
2022
Q1 		– Sell
-9,882
Closed -$300K – 42
2021
Q4 		$300K Buy
+9,882
New +$296K 0.11% 45
2020
Q2 		– Sell
-91,811
Closed -$1.3M – 55
2020
Q1 		$1.3M Buy
91,811
+45,924
+100% +$756K 1.18% 27
2019
Q4 		$756K Buy
+45,887
New +$750K 0.71% 26

Other funds holding MYFW

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Fourthstone LLC's MYFW Position: Q1 2025 in Review

Fourthstone LLC sold out of First Western Financial (MYFW) in Q1 2025, closing a stake of 24,972 shares — an estimated $488K sold.

Fourthstone LLC first reported a position in MYFW in Q4 2019 and held it in 4 quarters. The position peaked at $1.3M in Q1 2020. 71 funds tracked by Wall St. Rank hold MYFW as of Q1 2025.

  • Fourthstone LLC reported no remaining First Western Financial position as of Q1 2025 after selling out during the quarter.
  • Fourthstone LLC sold 24,972 First Western Financial shares in Q1 2025, an estimated $488K.
  • Fourthstone LLC first reported a position in First Western Financial in Q4 2019 and held it in 4 quarters.
  • Fourthstone LLC's First Western Financial position peaked at $1.3M in Q1 2020.
  • 71 funds tracked by Wall St. Rank held First Western Financial as of Q1 2025.

Based on Fourthstone LLC's 13F filing for Q1 2025, filed 14 May 2025.