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

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 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. 103 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.
103 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.