PAIM
MYFW icon

Punch & Associates Investment Management’s First Western Financial MYFW Stock Holding History

Punch & Associates Investment 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
Q1 		$6.1M Sell
248,195
-22,750
-8% -$577K 0.35% 97
2025
Q4 		$7.26M Sell
270,945
-40,557
-13% -$967K 0.42% 89
2025
Q3 		$7.17M Sell
311,502
-3,235
-1% -$73.8K 0.42% 88
2025
Q2 		$7.1M Buy
314,737
+104,262
+50% +$2.15M 0.44% 85
2025
Q1 		$4.14M Sell
210,475
-145,000
-41% -$2.84M 0.27% 112
2024
Q4 		$6.95M Buy
355,475
+7,560
+2% +$155K 0.38% 107
2024
Q3 		$6.96M Buy
347,915
+9,078
+3% +$165K 0.38% 107
2024
Q2 		$5.76M Sell
338,837
-8,078
-2% -$132K 0.34% 114
2024
Q1 		$5.06M Buy
346,915
+79,545
+30% +$1.25M 0.29% 122
2023
Q4 		$5.3M Sell
267,370
-18,667
-7% -$315K 0.31% 122
2023
Q3 		$5.19M Buy
286,037
+22,496
+9% +$446K 0.33% 116
2023
Q2 		$4.9M Buy
263,541
+21,212
+9% +$372K 0.3% 117
2023
Q1 		$4.8M Buy
242,329
+12,227
+5% +$302K 0.31% 114
2022
Q4 		$6.48M Buy
230,102
+2,100
+0.9% +$58.6K 0.42% 102
2022
Q3 		$5.62M Buy
228,002
+19,602
+9% +$535K 0.39% 102
2022
Q2 		$5.67M Sell
208,400
-25,900
-11% -$807K 0.4% 102
2022
Q1 		$7.32M Hold
234,300
– – 0.42% 107
2021
Q4 		$7.11M Buy
234,300
+7,600
+3% +$227K 0.37% 111
2021
Q3 		$6.54M Buy
226,700
+4,800
+2% +$128K 0.37% 114
2021
Q2 		$5.75M Hold
221,900
– – 0.32% 123
2021
Q1 		$5.55M Sell
221,900
-35,100
-14% -$736K 0.33% 126
2020
Q4 		$5.03M Buy
257,000
+54,035
+27% +$878K 0.35% 115
2020
Q3 		$2.63M Buy
202,965
+34,265
+20% +$469K 0.23% 143
2020
Q2 		$2.4M Buy
168,700
+110,100
+188% +$1.47M 0.22% 144
2020
Q1 		$829K Buy
58,600
+45,072
+333% +$742K 0.1% 162
2019
Q4 		$223K Buy
+13,528
New +$221K 0.02% 208

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Punch & Associates Investment Management's MYFW Position: Q1 2026 in Review

Punch & Associates Investment Management reduced its First Western Financial (MYFW) stake by 8.4% in Q1 2026, selling an estimated $577K and leaving 248,195 shares worth $6.1M. The position accounts for 0.35% of the portfolio, ranked #97.

Punch & Associates Investment Management first reported a position in MYFW in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.32M in Q1 2022. 95 funds tracked by Wall St. Rank hold MYFW as of Q1 2026.

  • Punch & Associates Investment Management held 248,195 shares of First Western Financial worth $6.1M as of Q1 2026.
  • Punch & Associates Investment Management sold 22,750 First Western Financial shares in Q1 2026, an estimated $577K.
  • First Western Financial made up 0.35% of Punch & Associates Investment Management's portfolio in Q1 2026, its #97 holding.
  • Punch & Associates Investment Management first reported a position in First Western Financial in Q4 2019 and has held it in 26 quarters since.
  • Punch & Associates Investment Management's First Western Financial position peaked at $7.32M in Q1 2022.
  • 95 funds tracked by Wall St. Rank held First Western Financial as of Q1 2026.

Based on Punch & Associates Investment Management's 13F filing for Q1 2026, filed 15 May 2026.