Jacobs Levy Equity Management’s First Western Financial MYFW Stock Holding History

Jacobs Levy Equity 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	$412K	Buy	+12,833	New	+$365K	﹤0.01%	853
2023 Q1	–	Sell	-7,695	Closed	-$217K	–	1030
2022 Q4	$217K	Sell	7,695 -8,366	-52%	-$233K	﹤0.01%	895
2022 Q3	$396K	Buy	16,061 +4,405	+38%	+$120K	﹤0.01%	856
2022 Q2	$317K	Sell	11,656 -10,257	-47%	-$320K	﹤0.01%	918
2022 Q1	$685K	Sell	21,913 -4,383	-17%	-$142K	﹤0.01%	815
2021 Q4	$798K	Sell	26,296 -169	-0.6%	-$5.06K	0.01%	773
2021 Q3	$764K	Sell	26,465 -2,066	-7%	-$55.3K	0.01%	805
2021 Q2	$739K	Buy	28,531 +1,888	+7%	+$50.4K	0.01%	802
2021 Q1	$666K	Buy	26,643 +10,188	+62%	+$214K	0.01%	816
2020 Q4	$322K	Buy	16,455 +3,900	+31%	+$63.4K	﹤0.01%	911
2020 Q3	$163K	Buy	+12,555	New	+$172K	﹤0.01%	979

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 Levy Equity Management's MYFW Position: Q2 2026 in Review

Jacobs Levy Equity Management opened a new position in First Western Financial (MYFW) in Q2 2026: 12,833 shares worth $412K. The stake represents ﹤0.01% of the portfolio and ranks #853 among its holdings. This is a return to the name: Jacobs Levy Equity Management previously reported a position in MYFW as recently as Q4 2022.

Jacobs Levy Equity Management first reported a position in MYFW in Q3 2020 and has held it in 11 quarters since. The position peaked at $798K in Q4 2021. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

Jacobs Levy Equity Management held 12,833 shares of First Western Financial worth $412K as of Q2 2026.
First Western Financial was a new Jacobs Levy Equity Management position in Q2 2026.
First Western Financial made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #853 holding.
Jacobs Levy Equity Management first reported a position in First Western Financial in Q3 2020 and has held it in 11 quarters since.
Jacobs Levy Equity Management's First Western Financial position peaked at $798K in Q4 2021.
104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

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