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Sterling Capital Management’s First Western Financial MYFW Stock Holding History

Sterling Capital Management’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 		$5.62K Sell
175
-22
-11% -$626 ﹤0.01% 2549
2026
Q1 		$4.84K Sell
197
-131
-40% -$3.32K ﹤0.01% 2749
2025
Q4 		$8.79K Sell
328
-49
-13% -$1.17K ﹤0.01% 2668
2025
Q3 		$8.68K Buy
377
+208
+123% +$4.75K ﹤0.01% 2565
2025
Q2 		$3.81K Buy
169
+63
+59% +$1.3K ﹤0.01% 2657
2025
Q1 		$2.08K Sell
106
-93
-47% -$1.82K ﹤0.01% 2582
2024
Q4 		$3.89K Buy
199
+179
+895% +$3.66K ﹤0.01% 2568
2024
Q3 		$400 Buy
+20
New +$364 ﹤0.01% 2960

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

Sterling Capital Management's MYFW Position: Q2 2026 in Review

Sterling Capital Management reduced its First Western Financial (MYFW) stake by 11% in Q2 2026, selling an estimated $626 and leaving 175 shares worth $5.62K. The position accounts for ﹤0.01% of the portfolio, ranked #2549.

Sterling Capital Management first reported a position in MYFW in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.79K in Q4 2025. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • Sterling Capital Management held 175 shares of First Western Financial worth $5.62K as of Q2 2026.
  • Sterling Capital Management sold 22 First Western Financial shares in Q2 2026, an estimated $626.
  • First Western Financial made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #2549 holding.
  • Sterling Capital Management first reported a position in First Western Financial in Q3 2024 and has held it in 8 quarters since.
  • Sterling Capital Management's First Western Financial position peaked at $8.79K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.