MCM
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MAI Capital Management’s First Western Financial MYFW Stock Holding History

MAI 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
2026
Q2 		– Sell
-5
Closed -$123 – 3729
2026
Q1 		$123 Buy
5
+1
+25% +$25 ﹤0.01% 4721
2025
Q4 		$108 Buy
+4
New +$95 ﹤0.01% 4153

Other funds holding MYFW

Wellington Management Group
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AU
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
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

MAI Capital Management's MYFW Position: Q2 2026 in Review

MAI Capital Management sold out of First Western Financial (MYFW) in Q2 2026, closing a stake of 5 shares — an estimated $123 sold.

MAI Capital Management first reported a position in MYFW in Q4 2025 and held it in 2 quarters. The position peaked at $123 in Q1 2026. 103 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • MAI Capital Management reported no remaining First Western Financial position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 5 First Western Financial shares in Q2 2026, an estimated $123.
  • MAI Capital Management first reported a position in First Western Financial in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's First Western Financial position peaked at $123 in Q1 2026.
  • 103 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.