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

North Reef 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 		$23.8M Buy
742,630
+26,021
+4% +$741K 0.91% 20
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

Other funds holding MYFW

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
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
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

North Reef Capital Management's MYFW Position: Q2 2026 in Review

North Reef Capital Management increased its First Western Financial (MYFW) stake by 3.6% in Q2 2026, buying an estimated $741K and bringing the position to 742,630 shares worth $23.8M. The position accounts for 0.91% of the portfolio, ranked #20.

North Reef Capital Management first reported a position in MYFW in Q2 2022 and has held it in 17 quarters since. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • North Reef Capital Management held 742,630 shares of First Western Financial worth $23.8M as of Q2 2026.
  • North Reef Capital Management bought 26,021 First Western Financial shares in Q2 2026, an estimated $741K.
  • First Western Financial made up 0.91% of North Reef Capital Management's portfolio in Q2 2026, its #20 holding.
  • North Reef Capital Management first reported a position in First Western Financial in Q2 2022 and has held it in 17 quarters since.
  • 104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

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