River Oaks Capital’s First Western Financial MYFW Stock Holding History

River Oaks Capital’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
2022 Q4	–	Sell	-32,997	Closed	-$813K	–	50
2022 Q3	$813K	Sell	32,997 -8,280	-20%	-$226K	0.89%	34
2022 Q2	$1.12M	Sell	41,277 -4,222	-9%	-$132K	1.2%	32
2022 Q1	$1.42M	Sell	45,499 -501	-1%	-$16.3K	1.38%	29
2021 Q4	$1.4M	Buy	+46,000	New	+$1.38M	1.29%	31
2019 Q3	$295K	Buy	+17,267	New	+$252K	0.31%	46

Other funds holding MYFW

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NRCM

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

River Oaks Capital's MYFW Position: Q4 2022 in Review

River Oaks Capital sold out of First Western Financial (MYFW) in Q4 2022, closing a stake of 32,997 shares — an estimated $813K sold.

River Oaks Capital first reported a position in MYFW in Q3 2019 and held it in 5 quarters. The position peaked at $1.42M in Q1 2022. 62 funds tracked by Wall St. Rank hold MYFW as of Q4 2022.

River Oaks Capital reported no remaining First Western Financial position as of Q4 2022 after selling out during the quarter.
River Oaks Capital sold 32,997 First Western Financial shares in Q4 2022, an estimated $813K.
River Oaks Capital first reported a position in First Western Financial in Q3 2019 and held it in 5 quarters.
River Oaks Capital's First Western Financial position peaked at $1.42M in Q1 2022.
62 funds tracked by Wall St. Rank held First Western Financial as of Q4 2022.

Based on River Oaks Capital's 13F filing for Q4 2022, filed 3 Feb 2023.