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Strategic Value Bank Partners’s First Western Financial MYFW Stock Holding History

Strategic Value Bank Partners’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
-249,226
Closed -$4.98M – 15
2024
Q3 		$4.98M Hold
249,226
– – 3.06% 16
2024
Q2 		$4.24M Buy
249,226
+28,563
+13% +$468K 2.81% 17
2024
Q1 		$3.22M Buy
+220,663
New +$3.48M 2.1% 18

Other funds holding MYFW

BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
JAM
Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return

Strategic Value Bank Partners's MYFW Position: Q4 2024 in Review

Strategic Value Bank Partners sold out of First Western Financial (MYFW) in Q4 2024, closing a stake of 249,226 shares — an estimated $4.98M sold.

Strategic Value Bank Partners first reported a position in MYFW in Q1 2024 and held it in 3 quarters. The position peaked at $4.98M in Q3 2024. 67 funds tracked by Wall St. Rank hold MYFW as of Q4 2024.

  • Strategic Value Bank Partners reported no remaining First Western Financial position as of Q4 2024 after selling out during the quarter.
  • Strategic Value Bank Partners sold 249,226 First Western Financial shares in Q4 2024, an estimated $4.98M.
  • Strategic Value Bank Partners first reported a position in First Western Financial in Q1 2024 and held it in 3 quarters.
  • Strategic Value Bank Partners's First Western Financial position peaked at $4.98M in Q3 2024.
  • 67 funds tracked by Wall St. Rank held First Western Financial as of Q4 2024.

Based on Strategic Value Bank Partners's 13F filing for Q4 2024, filed 11 Feb 2025.