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Israel Englander’s First Western Financial MYFW Stock Holding History

Israel Englander’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
Q3 		– Sell
-38,824
Closed -$876K – 6306
2025
Q2 		$876K Buy
+38,824
New +$802K ﹤0.01% 4508
2022
Q3 		– Sell
-13,967
Closed -$380K – 7350
2022
Q2 		$380K Sell
13,967
-58,315
-81% -$1.82M ﹤0.01% 5174
2022
Q1 		$2.26M Buy
72,282
+28,427
+65% +$923K ﹤0.01% 3765
2021
Q4 		$1.33M Buy
43,855
+2,707
+7% +$81K ﹤0.01% 4139
2021
Q3 		$1.19M Sell
41,148
-29,459
-42% -$788K ﹤0.01% 4488
2021
Q2 		$1.83M Buy
+70,607
New +$1.88M ﹤0.01% 4071
2020
Q2 		– Sell
-23,251
Closed -$310K – 4446
2020
Q1 		$310K Sell
23,251
-3,624
-13% -$59.7K ﹤0.01% 3161
2019
Q4 		$443K Buy
26,875
+1,588
+6% +$26K ﹤0.01% 3461
2019
Q3 		$432K Buy
25,287
+13,643
+117% +$199K ﹤0.01% 3345
2019
Q2 		$154K Sell
11,644
-1,403
-11% -$18.7K ﹤0.01% 3821
2019
Q1 		$171K Sell
13,047
-2,245
-15% -$30.2K ﹤0.01% 3773
2018
Q4 		$179K Sell
15,292
-19,001
-55% -$257K ﹤0.01% 3420
2018
Q3 		$600K Buy
+34,293
New +$609K ﹤0.01% 3140

Other funds holding MYFW

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return
JAM
Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Israel Englander's MYFW Position: Q3 2025 in Review

Israel Englander sold out of First Western Financial (MYFW) in Q3 2025, closing a stake of 38,824 shares — an estimated $876K sold.

Israel Englander first reported a position in MYFW in Q3 2018 and held it in 13 quarters. The position peaked at $2.26M in Q1 2022. 92 funds tracked by Wall St. Rank hold MYFW as of Q3 2025.

  • Israel Englander reported no remaining First Western Financial position as of Q3 2025 after selling out during the quarter.
  • Israel Englander sold 38,824 First Western Financial shares in Q3 2025, an estimated $876K.
  • Israel Englander first reported a position in First Western Financial in Q3 2018 and held it in 13 quarters.
  • Israel Englander's First Western Financial position peaked at $2.26M in Q1 2022.
  • 92 funds tracked by Wall St. Rank held First Western Financial as of Q3 2025.

Based on Millennium Management's 13F filing for Q3 2025, filed 14 Nov 2025.