SEI Investments
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SEI Investments’s First Western Financial MYFW Stock Holding History

SEI Investments’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 		$1.59M Sell
49,449
-49,280
-50% -$1.4M ﹤0.01% 2069
2026
Q1 		$2.43M Buy
98,729
+50,268
+104% +$1.28M ﹤0.01% 1917
2025
Q4 		$1.3M Buy
+48,461
New +$1.16M ﹤0.01% 2052

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

SEI Investments's MYFW Position: Q2 2026 in Review

SEI Investments reduced its First Western Financial (MYFW) stake by 50% in Q2 2026, selling an estimated $1.4M and leaving 49,449 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2069.

SEI Investments first reported a position in MYFW in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.43M in Q1 2026. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • SEI Investments held 49,449 shares of First Western Financial worth $1.59M as of Q2 2026.
  • SEI Investments sold 49,280 First Western Financial shares in Q2 2026, an estimated $1.4M.
  • First Western Financial made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2069 holding.
  • SEI Investments first reported a position in First Western Financial in Q4 2025 and has held it in 3 quarters since.
  • SEI Investments's First Western Financial position peaked at $2.43M in Q1 2026.
  • 104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.