Nuveen’s First Western Financial MYFW Stock Holding History

Nuveen’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	$779K	Hold	24,272	–	–	﹤0.01%	3069
2026 Q1	$597K	Buy	24,272 +171	+0.7%	+$4.34K	﹤0.01%	2773
2025 Q4	$646K	Hold	24,101	–	–	﹤0.01%	2780
2025 Q3	$555K	Sell	24,101 -8,150	-25%	-$186K	﹤0.01%	2852
2025 Q2	$728K	Buy	32,251 +4,103	+15%	+$84.7K	﹤0.01%	2750
2025 Q1	$553K	Hold	28,148	–	–	﹤0.01%	2873
2024 Q4	$550K	Hold	28,148	–	–	﹤0.01%	2952
2024 Q3	$563K	Buy	28,148 +810	+3%	+$14.8K	﹤0.01%	2975
2024 Q2	$465K	Buy	27,338 +1,833	+7%	+$30.1K	﹤0.01%	3022
2024 Q1	$372K	Hold	25,505	–	–	﹤0.01%	3052
2023 Q4	$506K	Buy	25,505 +4,383	+21%	+$74K	﹤0.01%	2995
2023 Q3	$383K	Hold	21,122	–	–	﹤0.01%	2919
2023 Q2	$393K	Hold	21,122	–	–	﹤0.01%	2972
2023 Q1	$418K	Sell	21,122 -336	-2%	-$8.3K	﹤0.01%	2846
2022 Q4	$604K	Sell	21,458 -10,318	-32%	-$288K	﹤0.01%	2831
2022 Q3	$783K	Sell	31,776 -88	-0.3%	-$2.4K	﹤0.01%	2846
2022 Q2	$866K	Buy	+31,864	New	+$993K	﹤0.01%	2852
2021 Q2	–	Sell	-10,003	Closed	-$250K	–	3478
2021 Q1	$250K	Hold	10,003	–	–	﹤0.01%	3203
2020 Q4	$196K	Hold	10,003	–	–	﹤0.01%	3200
2020 Q3	$130K	Hold	10,003	–	–	﹤0.01%	3197
2020 Q2	$143K	Buy	+10,003	New	+$134K	﹤0.01%	3139

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

Nuveen's MYFW Position: Q2 2026 in Review

Nuveen held its First Western Financial (MYFW) position steady in Q2 2026 at 24,272 shares worth $779K. The position accounts for ﹤0.01% of the portfolio, ranked #3069.

Nuveen first reported a position in MYFW in Q2 2020 and has held it in 21 quarters since. The position peaked at $866K in Q2 2022. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

Nuveen held 24,272 shares of First Western Financial worth $779K as of Q2 2026.
Nuveen left its First Western Financial share count unchanged in Q2 2026.
First Western Financial made up ﹤0.01% of Nuveen's portfolio in Q2 2026, its #3069 holding.
Nuveen first reported a position in First Western Financial in Q2 2020 and has held it in 21 quarters since.
Nuveen's First Western Financial position peaked at $866K in Q2 2022.
104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.