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Persistent Asset Partners’s First Western Financial MYFW Stock Holding History

Persistent Asset Partners’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 		– Sell
-34,520
Closed -$849K – 877
2026
Q1 		$849K Sell
34,520
-3,139
-8% -$79.6K 0.32% 78
2025
Q4 		$1.01M Sell
37,659
-948
-2% -$22.6K 0.45% 60
2025
Q3 		$889K Buy
38,607
+15,201
+65% +$347K 0.61% 54
2025
Q2 		$528K Buy
23,406
+6,022
+35% +$124K 0.39% 74
2025
Q1 		$342K Buy
17,384
+2,846
+20% +$55.8K 0.29% 73
2024
Q4 		$307K Buy
+14,538
New +$297K 0.25% 80

Other funds holding MYFW

Wellington Management Group
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
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

Persistent Asset Partners's MYFW Position: Q2 2026 in Review

Persistent Asset Partners sold out of First Western Financial (MYFW) in Q2 2026, closing a stake of 34,520 shares — an estimated $849K sold.

Persistent Asset Partners first reported a position in MYFW in Q4 2024 and held it in 6 quarters. The position peaked at $1.01M in Q4 2025. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • Persistent Asset Partners reported no remaining First Western Financial position as of Q2 2026 after selling out during the quarter.
  • Persistent Asset Partners sold 34,520 First Western Financial shares in Q2 2026, an estimated $849K.
  • Persistent Asset Partners first reported a position in First Western Financial in Q4 2024 and held it in 6 quarters.
  • Persistent Asset Partners's First Western Financial position peaked at $1.01M in Q4 2025.
  • 104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Persistent Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.