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Kennedy Capital Management’s First Western Financial MYFW Stock Holding History

Kennedy Capital 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
2025
Q1 		– Sell
-131,145
Closed -$2.56M – 681
2024
Q4 		$2.56M Sell
131,145
-5,287
-4% -$108K 0.06% 472
2024
Q3 		$2.73M Sell
136,432
-55,444
-29% -$1.01M 0.06% 453
2024
Q2 		$3.26M Sell
191,876
-54,320
-22% -$891K 0.07% 430
2024
Q1 		$3.59M Sell
246,196
-56,602
-19% -$892K 0.07% 400
2023
Q4 		$6M Sell
302,798
-8,781
-3% -$148K 0.13% 274
2023
Q3 		$5.66M Buy
311,579
+10,929
+4% +$217K 0.14% 259
2023
Q2 		$5.59M Buy
300,650
+24,897
+9% +$436K 0.13% 273
2023
Q1 		$5.46M Buy
275,753
+50,001
+22% +$1.24M 0.16% 238
2022
Q4 		$6.35M Sell
225,752
-37,654
-14% -$1.05M 0.18% 199
2022
Q3 		$6.49M Sell
263,406
-1,558
-0.6% -$42.5K 0.19% 183
2022
Q2 		$7.2M Sell
264,964
-66,329
-20% -$2.07M 0.2% 181
2022
Q1 		$10.4M Sell
331,293
-34,472
-9% -$1.12M 0.25% 132
2021
Q4 		$11.1M Sell
365,765
-13,217
-3% -$396K 0.23% 144
2021
Q3 		$10.9M Sell
378,982
-21,860
-5% -$585K 0.24% 123
2021
Q2 		$10.4M Sell
400,842
-78,832
-16% -$2.1M 0.22% 153
2021
Q1 		$12M Sell
479,674
-43,673
-8% -$915K 0.24% 133
2020
Q4 		$10.2M Buy
523,347
+14,218
+3% +$231K 0.23% 138
2020
Q3 		$6.59M Buy
509,129
+4,723
+0.9% +$64.7K 0.19% 183
2020
Q2 		$7.19M Buy
504,406
+253,750
+101% +$3.4M 0.21% 152
2020
Q1 		$3.54M Buy
250,656
+25,198
+11% +$415K 0.13% 298
2019
Q4 		$3.71M Sell
225,458
-4,470
-2% -$73.1K 0.09% 412
2019
Q3 		$3.93M Sell
229,928
-19,956
-8% -$291K 0.1% 394
2019
Q2 		$3.31M Buy
249,884
+24,717
+11% +$329K 0.08% 452
2019
Q1 		$2.95M Buy
225,167
+40,240
+22% +$542K 0.07% 476
2018
Q4 		$2.17M Sell
184,927
-137,128
-43% -$1.85M 0.05% 523
2018
Q3 		$5.63M Buy
+322,055
New +$5.72M 0.1% 364

Other funds holding MYFW

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $258M AUM 21.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Kennedy Capital Management's MYFW Position: Q1 2025 in Review

Kennedy Capital Management sold out of First Western Financial (MYFW) in Q1 2025, closing a stake of 131,145 shares — an estimated $2.56M sold.

Kennedy Capital Management first reported a position in MYFW in Q3 2018 and held it in 26 quarters. The position peaked at $12M in Q1 2021. 71 funds tracked by Wall St. Rank hold MYFW as of Q1 2025.

  • Kennedy Capital Management reported no remaining First Western Financial position as of Q1 2025 after selling out during the quarter.
  • Kennedy Capital Management sold 131,145 First Western Financial shares in Q1 2025, an estimated $2.56M.
  • Kennedy Capital Management first reported a position in First Western Financial in Q3 2018 and held it in 26 quarters.
  • Kennedy Capital Management's First Western Financial position peaked at $12M in Q1 2021.
  • 71 funds tracked by Wall St. Rank held First Western Financial as of Q1 2025.

Based on Kennedy Capital Management's 13F filing for Q1 2025, filed 13 May 2025.