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MYFW icon

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
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

NRCM
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AU
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
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return