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Round Rock Advisors’s First Western Financial MYFW Stock Holding History

Round Rock 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 		$1.52M Hold
47,431
– – 0.2% 76
2026
Q1 		$1.17M Buy
47,431
+6,350
+15% +$161K 0.18% 87
2025
Q4 		$1.1M Buy
41,081
+22,871
+126% +$545K 0.17% 89
2025
Q3 		$413K Buy
+18,210
New +$416K 0.07% 202

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

Round Rock Advisors's MYFW Position: Q2 2026 in Review

Round Rock Advisors held its First Western Financial (MYFW) position steady in Q2 2026 at 47,431 shares worth $1.52M. The position accounts for 0.2% of the portfolio, ranked #76.

Round Rock Advisors first reported a position in MYFW in Q3 2025 and has held it in 4 quarters since. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • Round Rock Advisors held 47,431 shares of First Western Financial worth $1.52M as of Q2 2026.
  • Round Rock Advisors left its First Western Financial share count unchanged in Q2 2026.
  • First Western Financial made up 0.2% of Round Rock Advisors's portfolio in Q2 2026, its #76 holding.
  • Round Rock Advisors first reported a position in First Western Financial in Q3 2025 and has held it in 4 quarters since.
  • 104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Round Rock Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.