John Overdeck’s First Western Financial MYFW Stock Holding History

John Overdeck’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	$730K	Buy	22,743 +10,907	+92%	+$310K	﹤0.01%	3869
2026 Q1	$291K	Sell	11,836 -18,919	-62%	-$480K	﹤0.01%	4093
2025 Q4	$825K	Sell	30,755 -8,211	-21%	-$196K	﹤0.01%	3060
2025 Q3	$897K	Buy	+38,966	New	+$889K	﹤0.01%	2657
2023 Q4	–	Sell	-14,401	Closed	-$261K	–	3294
2023 Q3	$261K	Buy	+14,401	New	+$285K	﹤0.01%	2540
2022 Q4	–	Sell	-23,353	Closed	-$576K	–	2983
2022 Q3	$576K	Sell	23,353 -16,111	-41%	-$440K	﹤0.01%	1712
2022 Q2	$1.07M	Buy	39,464 +18,910	+92%	+$589K	﹤0.01%	1511
2022 Q1	$643K	Buy	20,554 +6,700	+48%	+$218K	﹤0.01%	1898
2021 Q4	$421K	Buy	+13,854	New	+$415K	﹤0.01%	3406

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

John Overdeck's MYFW Position: Q2 2026 in Review

John Overdeck increased its First Western Financial (MYFW) stake by 92% in Q2 2026, buying an estimated $310K and bringing the position to 22,743 shares worth $730K. The position accounts for ﹤0.01% of the portfolio, ranked #3869.

John Overdeck first reported a position in MYFW in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.07M in Q2 2022. 103 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

John Overdeck held 22,743 shares of First Western Financial worth $730K as of Q2 2026.
John Overdeck bought 10,907 First Western Financial shares in Q2 2026, an estimated $310K.
First Western Financial made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3869 holding.
John Overdeck first reported a position in First Western Financial in Q4 2021 and has held it in 9 quarters since.
John Overdeck's First Western Financial position peaked at $1.07M in Q2 2022.
103 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.