Rosenthal Henry Capital Advisors’s First Western Financial MYFW Stock Holding History

Rosenthal Henry Capital Advisors’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	$1.77M	Hold	55,113	–	–	1.55%	33
2026 Q1	$1.35M	Hold	55,113	–	–	1.33%	35
2025 Q4	$1.48M	Hold	55,113	–	–	1.37%	35
2025 Q3	$1.27M	Sell	55,113 -163	-0.3%	-$3.72K	1.22%	34
2025 Q2	$1.25M	Sell	55,276 -911	-2%	-$18.8K	1.26%	33
2025 Q1	$1.1M	Sell	56,187 -3,258	-5%	-$63.9K	1.11%	37
2024 Q4	$1.16M	Buy	+59,445	New	+$1.22M	1.08%	36

Other funds holding MYFW

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

CCIA

Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return

SCA

Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Rosenthal Henry Capital Advisors's MYFW Position: Q2 2026 in Review

Rosenthal Henry Capital Advisors held its First Western Financial (MYFW) position steady in Q2 2026 at 55,113 shares worth $1.77M. The position accounts for 1.55% of the portfolio, ranked #33.

Rosenthal Henry Capital Advisors first reported a position in MYFW in Q4 2024 and has held it in 7 quarters since. 19 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

Rosenthal Henry Capital Advisors held 55,113 shares of First Western Financial worth $1.77M as of Q2 2026.
Rosenthal Henry Capital Advisors left its First Western Financial share count unchanged in Q2 2026.
First Western Financial made up 1.55% of Rosenthal Henry Capital Advisors's portfolio in Q2 2026, its #33 holding.
Rosenthal Henry Capital Advisors first reported a position in First Western Financial in Q4 2024 and has held it in 7 quarters since.
19 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Rosenthal Henry Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.