SJS Investment Consulting’s First Western Financial MYFW Stock Holding History

SJS Investment Consulting’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	$33	Buy	+1	New	+$28	﹤0.01%	2791

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

SJS Investment Consulting's MYFW Position: Q2 2026 in Review

SJS Investment Consulting opened a new position in First Western Financial (MYFW) in Q2 2026: 1 share worth $33. The stake represents ﹤0.01% of the portfolio and ranks #2791 among its holdings.

103 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

SJS Investment Consulting held 1 share of First Western Financial worth $33 as of Q2 2026.
First Western Financial was a new SJS Investment Consulting position in Q2 2026.
First Western Financial made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #2791 holding.
103 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.