HSBC Holdings’s First Western Financial MYFW Stock Holding History

HSBC Holdings’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 Q2	–	Sell	-10,657	Closed	-$201K	–	3164
2025 Q1	$201K	Sell	10,657 -3,962	-27%	-$77.7K	﹤0.01%	2614
2024 Q4	$285K	Buy	14,619 +696	+5%	+$14.2K	﹤0.01%	2522
2024 Q3	$271K	Buy	13,923 +1,555	+13%	+$28.3K	﹤0.01%	2422
2024 Q2	$210K	Buy	+12,368	New	+$203K	﹤0.01%	2523
2022 Q4	–	Sell	-10,254	Closed	-$254K	–	3134
2022 Q3	$254K	Hold	10,254	–	–	﹤0.01%	2503
2022 Q2	$280K	Sell	10,254 -3,027	-23%	-$94.3K	﹤0.01%	2673
2022 Q1	$420K	Hold	13,281	–	–	﹤0.01%	2541
2021 Q4	$396K	Hold	13,281	–	–	﹤0.01%	2602
2021 Q3	$381K	Hold	13,281	–	–	﹤0.01%	2420
2021 Q2	$342K	Buy	13,281 +670	+5%	+$17.9K	﹤0.01%	2429
2021 Q1	$326K	Buy	+12,611	New	+$264K	﹤0.01%	2241

Other funds holding MYFW

NRCM

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

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

BFC

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

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

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

PAIM

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

MCA

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

HSBC Holdings's MYFW Position: Q2 2025 in Review

HSBC Holdings sold out of First Western Financial (MYFW) in Q2 2025, closing a stake of 10,657 shares — an estimated $201K sold.

HSBC Holdings first reported a position in MYFW in Q1 2021 and held it in 11 quarters. The position peaked at $420K in Q1 2022. 82 funds tracked by Wall St. Rank hold MYFW as of Q2 2025.

HSBC Holdings reported no remaining First Western Financial position as of Q2 2025 after selling out during the quarter.
HSBC Holdings sold 10,657 First Western Financial shares in Q2 2025, an estimated $201K.
HSBC Holdings first reported a position in First Western Financial in Q1 2021 and held it in 11 quarters.
HSBC Holdings's First Western Financial position peaked at $420K in Q1 2022.
82 funds tracked by Wall St. Rank held First Western Financial as of Q2 2025.

Based on HSBC Holdings's 13F filing for Q2 2025, filed 13 Aug 2025.