North Reef Capital Management’s First Western Financial MYFW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.6M	Buy	716,609 +30,655	+4%	+$778K	0.61%	32
2025 Q4	$18.4M	Buy	685,954 +68,130	+11%	+$1.62M	0.74%	28
2025 Q3	$14.2M	Buy	617,824 +72,102	+13%	+$1.65M	0.67%	21
2025 Q2	$12.3M	Buy	545,722 +166,544	+44%	+$3.44M	0.55%	27
2025 Q1	$7.45M	Buy	379,178 +66,755	+21%	+$1.31M	0.32%	34
2024 Q4	$6.11M	Buy	312,423 +9,002	+3%	+$184K	0.27%	30
2024 Q3	$6.07M	Buy	303,421 +4,891	+2%	+$89.1K	0.28%	38
2024 Q2	$5.08M	Sell	298,530 -103,302	-26%	-$1.69M	0.24%	37
2024 Q1	$5.86M	Sell	401,832 -41,659	-9%	-$657K	0.31%	31
2023 Q4	$8.79M	Sell	443,491 -20,814	-4%	-$351K	0.51%	30
2023 Q3	$8.43M	Buy	464,305 +11,119	+2%	+$220K	0.53%	32
2023 Q2	$8.43M	Buy	453,186 +23,186	+5%	+$406K	0.65%	28
2023 Q1	$8.51M	Buy	430,000 +18,908	+5%	+$467K	0.95%	25
2022 Q4	$11.6M	Buy	411,092 +123,796	+43%	+$3.45M	1.27%	23
2022 Q3	$7.08M	Buy	287,296 +239,582	+502%	+$6.54M	1.77%	22
2022 Q2	$1.3M	Buy	+47,714	New	+$1.49M	0.36%	31