Franklin Resources’s First Western Financial MYFW Stock Holding History

Franklin Resources’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 Q1	–	Sell	-110,706	Closed	-$2.2M	–	2927
2023 Q4	$2.2M	Hold	110,706	–	–	﹤0.01%	1367
2023 Q3	$2.01M	Hold	110,706	–	–	﹤0.01%	1388
2023 Q2	$2.06M	Hold	110,706	–	–	﹤0.01%	1403
2023 Q1	$2.19M	Hold	110,706	–	–	﹤0.01%	1336
2022 Q4	$3.12M	Hold	110,706	–	–	﹤0.01%	1257
2022 Q3	$2.73M	Hold	110,706	–	–	﹤0.01%	1250
2022 Q2	$3.01M	Hold	110,706	–	–	﹤0.01%	1245
2022 Q1	$3.46M	Hold	110,706	–	–	﹤0.01%	1250
2021 Q4	$3.36M	Hold	110,706	–	–	﹤0.01%	1349
2021 Q3	$3.21M	Hold	110,706	–	–	﹤0.01%	1326
2021 Q2	$2.87M	Buy	110,706 +42,200	+62%	+$1.13M	﹤0.01%	1275
2021 Q1	$1.71M	Buy	68,506 +43,977	+179%	+$922K	﹤0.01%	1368
2020 Q4	$480K	Hold	24,529	–	–	﹤0.01%	1557
2020 Q3	$318K	Buy	24,529 +236	+1%	+$3.23K	﹤0.01%	1571
2020 Q2	$344K	Buy	24,293 +13,793	+131%	+$185K	﹤0.01%	1438
2020 Q1	$140K	Buy	+10,500	New	+$173K	﹤0.01%	1430

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

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

SVBP

Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return

Franklin Resources's MYFW Position: Q1 2024 in Review

Franklin Resources sold out of First Western Financial (MYFW) in Q1 2024, closing a stake of 110,706 shares — an estimated $2.2M sold.

Franklin Resources first reported a position in MYFW in Q1 2020 and held it in 16 quarters. The position peaked at $3.46M in Q1 2022. 57 funds tracked by Wall St. Rank hold MYFW as of Q1 2024.

Franklin Resources reported no remaining First Western Financial position as of Q1 2024 after selling out during the quarter.
Franklin Resources sold 110,706 First Western Financial shares in Q1 2024, an estimated $2.2M.
Franklin Resources first reported a position in First Western Financial in Q1 2020 and held it in 16 quarters.
Franklin Resources's First Western Financial position peaked at $3.46M in Q1 2022.
57 funds tracked by Wall St. Rank held First Western Financial as of Q1 2024.

Based on Franklin Resources's 13F filing for Q1 2024, filed 13 May 2024.