RhumbLine Advisers
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RhumbLine Advisers’s First Western Financial MYFW Stock Holding History

RhumbLine Advisers’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 		$347K Buy
10,808
+778
+8% +$22.1K ﹤0.01% 2982
2026
Q1 		$247K Buy
10,030
+73
+0.7% +$1.85K ﹤0.01% 3023
2025
Q4 		$267K Sell
9,957
-1,591
-14% -$37.9K ﹤0.01% 3036
2025
Q3 		$266K Sell
11,548
-1,564
-12% -$35.7K ﹤0.01% 3072
2025
Q2 		$296K Buy
13,112
+415
+3% +$8.57K ﹤0.01% 2995
2025
Q1 		$249K Buy
12,697
+74
+0.6% +$1.45K ﹤0.01% 2998
2024
Q4 		$247K Buy
12,623
+1,090
+9% +$22.3K ﹤0.01% 3095
2024
Q3 		$231K Sell
11,533
-416
-3% -$7.58K ﹤0.01% 3163
2024
Q2 		$203K Sell
11,949
-350
-3% -$5.74K ﹤0.01% 3218
2024
Q1 		$179K Buy
12,299
+278
+2% +$4.38K ﹤0.01% 3230
2023
Q4 		$238K Sell
12,021
-230
-2% -$3.88K ﹤0.01% 3099
2023
Q3 		$222K Buy
12,251
+257
+2% +$5.09K ﹤0.01% 3098
2023
Q2 		$223K Sell
11,994
-374
-3% -$6.55K ﹤0.01% 3185
2023
Q1 		$245K Buy
12,368
+365
+3% +$9.02K ﹤0.01% 2680
2022
Q4 		$338K Buy
12,003
+65
+0.5% +$1.81K ﹤0.01% 2632
2022
Q3 		$294K Buy
11,938
+636
+6% +$17.4K ﹤0.01% 2734
2022
Q2 		$307K Buy
+11,302
New +$352K ﹤0.01% 2738

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

RhumbLine Advisers's MYFW Position: Q2 2026 in Review

RhumbLine Advisers increased its First Western Financial (MYFW) stake by 7.8% in Q2 2026, buying an estimated $22.1K and bringing the position to 10,808 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #2982.

RhumbLine Advisers first reported a position in MYFW in Q2 2022 and has held it in 17 quarters since. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • RhumbLine Advisers held 10,808 shares of First Western Financial worth $347K as of Q2 2026.
  • RhumbLine Advisers bought 778 First Western Financial shares in Q2 2026, an estimated $22.1K.
  • First Western Financial made up ﹤0.01% of RhumbLine Advisers's portfolio in Q2 2026, its #2982 holding.
  • RhumbLine Advisers first reported a position in First Western Financial in Q2 2022 and has held it in 17 quarters since.
  • 104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on RhumbLine Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.