Jacobs Asset Management’s First Western Financial MYFW Stock Holding History

Jacobs Asset 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	$4.5M	Sell	140,000 -117,819	-46%	-$3.35M	2.83%	14
2026 Q1	$6.34M	Sell	257,819 -9,921	-4%	-$252K	3.79%	12
2025 Q4	$7.18M	Sell	267,740 -47,219	-15%	-$1.13M	4%	12
2025 Q3	$7.25M	Sell	314,959 -25,041	-7%	-$571K	3.97%	11
2025 Q2	$7.67M	Buy	340,000 +14,823	+5%	+$306K	4.37%	12
2025 Q1	$6.39M	Buy	325,177 +13,053	+4%	+$256K	4%	11
2024 Q4	$6.1M	Buy	312,124 +104,010	+50%	+$2.13M	3.67%	13
2024 Q3	$4.16M	Buy	208,114 +49,679	+31%	+$905K	2.75%	15
2024 Q2	$2.69M	Buy	+158,435	New	+$2.6M	1.71%	21

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

Jacobs Asset Management's MYFW Position: Q2 2026 in Review

Jacobs Asset Management reduced its First Western Financial (MYFW) stake by 46% in Q2 2026, selling an estimated $3.35M and leaving 140,000 shares worth $4.5M. The position accounts for 2.83% of the portfolio, ranked #14.

Jacobs Asset Management first reported a position in MYFW in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.67M in Q2 2025. 103 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

Jacobs Asset Management held 140,000 shares of First Western Financial worth $4.5M as of Q2 2026.
Jacobs Asset Management sold 117,819 First Western Financial shares in Q2 2026, an estimated $3.35M.
First Western Financial made up 2.83% of Jacobs Asset Management's portfolio in Q2 2026, its #14 holding.
Jacobs Asset Management first reported a position in First Western Financial in Q2 2024 and has held it in 9 quarters since.
Jacobs Asset Management's First Western Financial position peaked at $7.67M in Q2 2025.
103 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Jacobs Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.