Lido Advisors

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 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

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

Wellington Management Group

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

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