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Levin Capital Strategies’s First Western Financial MYFW Stock Holding History

Levin Capital Strategies’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 		– Sell
-43,432
Closed -$1.16M – 250
2025
Q4 		$1.16M Buy
+43,432
New +$1.04M 0.1% 89

Other funds holding MYFW

NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JAM
Jacobs Asset Management New York $159M AUM 30.93% 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 $2.02B AUM 40.6% 1-Year Est. Return

Levin Capital Strategies's MYFW Position: Q1 2026 in Review

Levin Capital Strategies sold out of First Western Financial (MYFW) in Q1 2026, closing a stake of 43,432 shares — an estimated $1.16M sold.

Levin Capital Strategies first reported a position in MYFW in Q4 2025 and held it in 1 quarter. The position peaked at $1.16M in Q4 2025. 95 funds tracked by Wall St. Rank hold MYFW as of Q1 2026.

  • Levin Capital Strategies reported no remaining First Western Financial position as of Q1 2026 after selling out during the quarter.
  • Levin Capital Strategies sold 43,432 First Western Financial shares in Q1 2026, an estimated $1.16M.
  • Levin Capital Strategies first reported a position in First Western Financial in Q4 2025 and held it in 1 quarter.
  • Levin Capital Strategies's First Western Financial position peaked at $1.16M in Q4 2025.
  • 95 funds tracked by Wall St. Rank held First Western Financial as of Q1 2026.

Based on Levin Capital Strategies's 13F filing for Q1 2026, filed 13 May 2026.