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GAMMA Investing’s First Western Financial MYFW Stock Holding History

GAMMA Investing’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 		$3.56K Hold
111
– – ﹤0.01% 3604
2026
Q1 		$2.73K Buy
111
+19
+21% +$482 ﹤0.01% 3569
2025
Q4 		$2.47K Hold
92
– – ﹤0.01% 3541
2025
Q3 		$2.12K Hold
92
– – ﹤0.01% 3440
2025
Q2 		$2.08K Buy
+92
New +$1.9K ﹤0.01% 3389

Other funds holding MYFW

Wellington Management Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AU
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
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

GAMMA Investing's MYFW Position: Q2 2026 in Review

GAMMA Investing held its First Western Financial (MYFW) position steady in Q2 2026 at 111 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #3604.

GAMMA Investing first reported a position in MYFW in Q2 2025 and has held it in 5 quarters since. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • GAMMA Investing held 111 shares of First Western Financial worth $3.56K as of Q2 2026.
  • GAMMA Investing left its First Western Financial share count unchanged in Q2 2026.
  • First Western Financial made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3604 holding.
  • GAMMA Investing first reported a position in First Western Financial in Q2 2025 and has held it in 5 quarters since.
  • 104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.