Hotchkis & Wiley Capital Management’s First Western Financial MYFW Stock Holding History

Hotchkis & Wiley 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
2026 Q2	$3.98M	Sell	123,858 -7,300	-6%	-$208K	0.01%	408
2026 Q1	$3.22M	Buy	131,158 +360	+0.3%	+$9.13K	0.01%	421
2025 Q4	$3.51M	Hold	130,798	–	–	0.01%	414
2025 Q3	$3.01M	Buy	+130,798	New	+$2.98M	0.01%	445

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

Hotchkis & Wiley Capital Management's MYFW Position: Q2 2026 in Review

Hotchkis & Wiley Capital Management reduced its First Western Financial (MYFW) stake by 5.6% in Q2 2026, selling an estimated $208K and leaving 123,858 shares worth $3.98M. The position accounts for 0.01% of the portfolio, ranked #408.

Hotchkis & Wiley Capital Management first reported a position in MYFW in Q3 2025 and has held it in 4 quarters since. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

Hotchkis & Wiley Capital Management held 123,858 shares of First Western Financial worth $3.98M as of Q2 2026.
Hotchkis & Wiley Capital Management sold 7,300 First Western Financial shares in Q2 2026, an estimated $208K.
First Western Financial made up 0.01% of Hotchkis & Wiley Capital Management's portfolio in Q2 2026, its #408 holding.
Hotchkis & Wiley Capital Management first reported a position in First Western Financial in Q3 2025 and has held it in 4 quarters since.
104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.