Optiver Holding’s First Western Financial MYFW Stock Holding History

Optiver Holding’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	$193	Sell	6 -72	-92%	-$2.05K	﹤0.01%	2619
2026 Q1	$1.92K	Sell	78 -64	-45%	-$1.62K	﹤0.01%	1872
2025 Q4	$3.81K	Hold	142	–	–	﹤0.01%	1566
2025 Q3	$3.27K	Buy	+142	New	+$3.24K	﹤0.01%	2124
2022 Q1	–	Sell	-882	Closed	-$25K	–	753
2021 Q4	$25K	Hold	882	–	–	﹤0.01%	534
2021 Q3	$25K	Hold	882	–	–	﹤0.01%	430
2021 Q2	$23K	Buy	+882	New	+$23.5K	﹤0.01%	351

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

Optiver Holding's MYFW Position: Q2 2026 in Review

Optiver Holding reduced its First Western Financial (MYFW) stake by 92% in Q2 2026, selling an estimated $2.05K and leaving 6 shares worth $193. The position accounts for ﹤0.01% of the portfolio, ranked #2619.

Optiver Holding first reported a position in MYFW in Q2 2021 and has held it in 7 quarters since. The position peaked at $25K in Q4 2021. 103 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

Optiver Holding held 6 shares of First Western Financial worth $193 as of Q2 2026.
Optiver Holding sold 72 First Western Financial shares in Q2 2026, an estimated $2.05K.
First Western Financial made up ﹤0.01% of Optiver Holding's portfolio in Q2 2026, its #2619 holding.
Optiver Holding first reported a position in First Western Financial in Q2 2021 and has held it in 7 quarters since.
Optiver Holding's First Western Financial position peaked at $25K in Q4 2021.
103 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Optiver Holding's 13F filing for Q2 2026, filed 12 Aug 2026.