Jim Simons’s First Western Financial MYFW Stock Holding History

Jim Simons’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 Q1	$445K	Sell	18,100 -22,700	-56%	-$576K	﹤0.01%	2650
2025 Q4	$1.09M	Sell	40,800 -21,500	-35%	-$513K	﹤0.01%	2222
2025 Q3	$1.43M	Sell	62,300 -12,500	-17%	-$285K	﹤0.01%	2288
2025 Q2	$1.69M	Buy	+74,800	New	+$1.54M	﹤0.01%	2219
2024 Q1	–	Sell	-10,100	Closed	-$200K	–	3943
2023 Q4	$200K	Sell	10,100 -3,700	-27%	-$62.5K	﹤0.01%	3136
2023 Q3	$250K	Sell	13,800 -3,000	-18%	-$59.4K	﹤0.01%	3012
2023 Q2	$312K	Sell	16,800 -1,300	-7%	-$22.8K	﹤0.01%	3109
2023 Q1	$358K	Sell	18,100 -1,200	-6%	-$29.7K	﹤0.01%	3043
2022 Q4	$543K	Sell	19,300 -1,700	-8%	-$47.4K	﹤0.01%	2911
2022 Q3	$518K	Buy	21,000 +400	+2%	+$10.9K	﹤0.01%	2914
2022 Q2	$560K	Sell	20,600 -2,152	-9%	-$67K	﹤0.01%	3098
2022 Q1	$711K	Buy	22,752 +7,552	+50%	+$245K	﹤0.01%	2959
2021 Q4	$461K	Buy	+15,200	New	+$455K	﹤0.01%	3117
2021 Q1	–	Sell	-42,900	Closed	-$840K	–	3574
2020 Q4	$840K	Buy	42,900 +26,585	+163%	+$432K	﹤0.01%	2593
2020 Q3	$211K	Sell	16,315 -1,785	-10%	-$24.4K	﹤0.01%	3091
2020 Q2	$258K	Buy	+18,100	New	+$242K	﹤0.01%	3093

Other funds holding MYFW

NRCM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BFC

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

Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JAM

Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

MCA

Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return

PAIM

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

Jim Simons's MYFW Position: Q1 2026 in Review

Jim Simons reduced its First Western Financial (MYFW) stake by 56% in Q1 2026, selling an estimated $576K and leaving 18,100 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #2650.

Jim Simons first reported a position in MYFW in Q2 2020 and has held it in 16 quarters since. The position peaked at $1.69M in Q2 2025. 95 funds tracked by Wall St. Rank hold MYFW as of Q1 2026.

Jim Simons held 18,100 shares of First Western Financial worth $445K as of Q1 2026.
Jim Simons sold 22,700 First Western Financial shares in Q1 2026, an estimated $576K.
First Western Financial made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2650 holding.
Jim Simons first reported a position in First Western Financial in Q2 2020 and has held it in 16 quarters since.
Jim Simons's First Western Financial position peaked at $1.69M in Q2 2025.
95 funds tracked by Wall St. Rank held First Western Financial as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.