Sippican Capital Advisors’s First Western Financial MYFW Stock Holding History

Sippican 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	$1.49M	Hold	46,475	–	–	0.91%	42
2026 Q1	$1.14M	Sell	46,475 -1,350	-3%	-$34.2K	0.78%	48
2025 Q4	$1.28M	Hold	47,825	–	–	0.82%	47
2025 Q3	$1.1M	Buy	47,825 +2,725	+6%	+$62.2K	0.73%	54
2025 Q2	$1.02M	Buy	45,100 +5,030	+13%	+$104K	0.74%	53
2025 Q1	$787K	Buy	40,070 +15,325	+62%	+$301K	0.59%	60
2024 Q4	$484K	Buy	24,745 +11,145	+82%	+$228K	0.35%	83
2024 Q3	$272K	Buy	+13,600	New	+$248K	0.19%	96

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

Sippican Capital Advisors's MYFW Position: Q2 2026 in Review

Sippican Capital Advisors held its First Western Financial (MYFW) position steady in Q2 2026 at 46,475 shares worth $1.49M. The position accounts for 0.91% of the portfolio, ranked #42.

Sippican Capital Advisors first reported a position in MYFW in Q3 2024 and has held it in 8 quarters since. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

Sippican Capital Advisors held 46,475 shares of First Western Financial worth $1.49M as of Q2 2026.
Sippican Capital Advisors left its First Western Financial share count unchanged in Q2 2026.
First Western Financial made up 0.91% of Sippican Capital Advisors's portfolio in Q2 2026, its #42 holding.
Sippican Capital Advisors first reported a position in First Western Financial in Q3 2024 and has held it in 8 quarters since.
104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Sippican Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.