Lido Advisors’s First Western Financial MYFW Stock Holding History

Lido Advisors’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	$741K	Buy	23,080 +10,001	+76%	+$285K	﹤0.01%	1258
2026 Q1	$321K	Sell	13,079 -846	-6%	-$21.5K	﹤0.01%	1527
2025 Q4	$321K	Hold	13,925	–	–	﹤0.01%	1528
2025 Q3	$321K	Buy	13,925 +1	+0%	+$23	﹤0.01%	1454
2025 Q2	$314K	Hold	13,924	–	–	﹤0.01%	1321
2025 Q1	$274K	Hold	13,924	–	–	﹤0.01%	1249
2024 Q4	$272K	Hold	13,924	–	–	﹤0.01%	1262
2024 Q3	$278K	Hold	13,924	–	–	﹤0.01%	1193
2024 Q2	$237K	Hold	13,924	–	–	﹤0.01%	1223
2024 Q1	$203K	Hold	13,924	–	–	﹤0.01%	1258
2023 Q4	$276K	Hold	13,924	–	–	﹤0.01%	1074
2023 Q3	$253K	Hold	13,924	–	–	﹤0.01%	991
2023 Q2	$259K	Hold	13,924	–	–	﹤0.01%	1006
2023 Q1	$276K	Buy	+13,924	New	+$344K	﹤0.01%	896

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

Lido Advisors's MYFW Position: Q2 2026 in Review

Lido Advisors increased its First Western Financial (MYFW) stake by 76% in Q2 2026, buying an estimated $285K and bringing the position to 23,080 shares worth $741K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Lido Advisors first reported a position in MYFW in Q1 2023 and has held it in 14 quarters since. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

Lido Advisors held 23,080 shares of First Western Financial worth $741K as of Q2 2026.
Lido Advisors bought 10,001 First Western Financial shares in Q2 2026, an estimated $285K.
First Western Financial made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1258 holding.
Lido Advisors first reported a position in First Western Financial in Q1 2023 and has held it in 14 quarters since.
104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.