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 Q2	$6.26M	Sell	195,000 -53,195	-21%	-$1.51M	0.31%	103
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

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

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

Punch & Associates Investment Management's MYFW Position: Q2 2026 in Review

Punch & Associates Investment Management reduced its First Western Financial (MYFW) stake by 21% in Q2 2026, selling an estimated $1.51M and leaving 195,000 shares worth $6.26M. The position accounts for 0.31% of the portfolio, ranked #103.

Punch & Associates Investment Management first reported a position in MYFW in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.32M in Q1 2022. 103 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

Punch & Associates Investment Management held 195,000 shares of First Western Financial worth $6.26M as of Q2 2026.
Punch & Associates Investment Management sold 53,195 First Western Financial shares in Q2 2026, an estimated $1.51M.
First Western Financial made up 0.31% of Punch & Associates Investment Management's portfolio in Q2 2026, its #103 holding.
Punch & Associates Investment Management first reported a position in First Western Financial in Q4 2019 and has held it in 27 quarters since.
Punch & Associates Investment Management's First Western Financial position peaked at $7.32M in Q1 2022.
103 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Punch & Associates Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.