Stifel Financial’s First Western Financial MYFW Stock Holding History

Stifel Financial’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
2024 Q4	–	Sell	-19,853	Closed	-$397K	–	3454
2024 Q3	$397K	Sell	19,853 -19,530	-50%	-$356K	﹤0.01%	2808
2024 Q2	$670K	Sell	39,383 -37,617	-49%	-$617K	﹤0.01%	2429
2024 Q1	$1.12M	Hold	77,000	–	–	﹤0.01%	2118
2023 Q4	$1.53M	Hold	77,000	–	–	﹤0.01%	1859
2023 Q3	$1.4M	Hold	77,000	–	–	﹤0.01%	1828
2023 Q2	$1.43M	Hold	77,000	–	–	﹤0.01%	1841
2023 Q1	$1.52M	Hold	77,000	–	–	﹤0.01%	1747
2022 Q4	$2.17M	Hold	77,000	–	–	﹤0.01%	1467
2022 Q3	$1.9M	Hold	77,000	–	–	﹤0.01%	1518
2022 Q2	$2.09M	Hold	77,000	–	–	﹤0.01%	1462
2022 Q1	$2.41M	Hold	77,000	–	–	﹤0.01%	1488
2021 Q4	$2.34M	Hold	77,000	–	–	﹤0.01%	1500
2021 Q3	$2.22M	Hold	77,000	–	–	﹤0.01%	1505
2021 Q2	$1.99M	Hold	77,000	–	–	﹤0.01%	1616
2021 Q1	$1.93M	Buy	77,000 +8,000	+12%	+$168K	﹤0.01%	1550
2020 Q4	$1.35M	Sell	69,000 -24,206	-26%	-$394K	﹤0.01%	1635
2020 Q3	$1.21M	Buy	93,206 +24,206	+35%	+$331K	﹤0.01%	1506
2020 Q2	$983K	Hold	69,000	–	–	﹤0.01%	1575
2020 Q1	$976K	Sell	69,000 -1,000	-1%	-$16.5K	﹤0.01%	1457
2019 Q4	$1.15M	Hold	70,000	–	–	﹤0.01%	1717
2019 Q3	$1.2M	Hold	70,000	–	–	﹤0.01%	1645
2019 Q2	$928K	Sell	70,000 -40,000	-36%	-$532K	﹤0.01%	1852
2019 Q1	$1.44M	Hold	110,000	–	–	﹤0.01%	1430
2018 Q4	$1.29M	Sell	110,000 -591	-0.5%	-$7.98K	﹤0.01%	1389
2018 Q3	$1.94M	Buy	+110,591	New	+$1.96M	0.01%	1288

Other funds holding MYFW

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

JAM

Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

MCA

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

RIP

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

Stifel Financial's MYFW Position: Q4 2024 in Review

Stifel Financial sold out of First Western Financial (MYFW) in Q4 2024, closing a stake of 19,853 shares — an estimated $397K sold.

Stifel Financial first reported a position in MYFW in Q3 2018 and held it in 25 quarters. The position peaked at $2.41M in Q1 2022. 67 funds tracked by Wall St. Rank hold MYFW as of Q4 2024.

Stifel Financial reported no remaining First Western Financial position as of Q4 2024 after selling out during the quarter.
Stifel Financial sold 19,853 First Western Financial shares in Q4 2024, an estimated $397K.
Stifel Financial first reported a position in First Western Financial in Q3 2018 and held it in 25 quarters.
Stifel Financial's First Western Financial position peaked at $2.41M in Q1 2022.
67 funds tracked by Wall St. Rank held First Western Financial as of Q4 2024.

Based on Stifel Financial's 13F filing for Q4 2024, filed 13 Feb 2025.