SCC
MYFW icon

Second Curve Capital’s First Western Financial MYFW Stock Holding History

Second Curve 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
2021
Q4 		$1.12M Buy
36,818
+15,000
+69% +$449K 1.2% 22
2021
Q3 		$629K Buy
+21,818
New +$584K 0.78% 21

Other funds holding MYFW

BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $145M AUM 35.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

Second Curve Capital's MYFW Position: Q4 2021 in Review

Second Curve Capital increased its First Western Financial (MYFW) stake by 69% in Q4 2021, buying an estimated $449K and bringing the position to 36,818 shares worth $1.12M. The position accounts for 1.2% of the portfolio, ranked #22.

Second Curve Capital first reported a position in MYFW in Q3 2021 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold MYFW as of Q4 2021.

  • Second Curve Capital held 36,818 shares of First Western Financial worth $1.12M as of Q4 2021.
  • Second Curve Capital bought 15,000 First Western Financial shares in Q4 2021, an estimated $449K.
  • First Western Financial made up 1.2% of Second Curve Capital's portfolio in Q4 2021, its #22 holding.
  • Second Curve Capital first reported a position in First Western Financial in Q3 2021 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held First Western Financial as of Q4 2021.

Based on Second Curve Capital's 13F filing for Q4 2021, filed 11 Feb 2022.