R Squared’s First Western Financial MYFW Stock Holding History

R Squared’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	–	Sell	-7,743	Closed	-$208K	–	607
2025 Q4	$208K	Buy	+7,743	New	+$185K	0.1%	347

Other funds holding MYFW

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return

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

R Squared's MYFW Position: Q1 2026 in Review

R Squared sold out of First Western Financial (MYFW) in Q1 2026, closing a stake of 7,743 shares — an estimated $208K sold.

R Squared first reported a position in MYFW in Q4 2025 and held it in 1 quarter. The position peaked at $208K in Q4 2025. 95 funds tracked by Wall St. Rank hold MYFW as of Q1 2026.

R Squared reported no remaining First Western Financial position as of Q1 2026 after selling out during the quarter.
R Squared sold 7,743 First Western Financial shares in Q1 2026, an estimated $208K.
R Squared first reported a position in First Western Financial in Q4 2025 and held it in 1 quarter.
R Squared's First Western Financial position peaked at $208K in Q4 2025.
95 funds tracked by Wall St. Rank held First Western Financial as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.