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STRS Ohio’s First Western Financial MYFW Stock Holding History

STRS Ohio’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
Q1 		$531K Hold
21,600
– – ﹤0.01% 1052
2025
Q4 		$579K Sell
21,600
-1,000
-4% -$23.8K ﹤0.01% 955
2025
Q3 		$520K Hold
22,600
– – ﹤0.01% 1076
2025
Q2 		$510K Sell
22,600
-2,300
-9% -$47.5K ﹤0.01% 1278
2025
Q1 		$489K Sell
24,900
-1,600
-6% -$31.4K ﹤0.01% 1197
2024
Q4 		$518K Hold
26,500
– – ﹤0.01% 1185
2024
Q3 		$530K Sell
26,500
-2,000
-7% -$36.4K ﹤0.01% 1230
2024
Q2 		$485K Sell
28,500
-2,800
-9% -$45.9K ﹤0.01% 1271
2024
Q1 		$456K Buy
31,300
+19,200
+159% +$303K ﹤0.01% 1309
2023
Q4 		$239K Buy
+12,100
New +$204K ﹤0.01% 1512
2021
Q2 		– Sell
-1,600
Closed -$40K – 2353
2021
Q1 		$40K Hold
1,600
– – ﹤0.01% 2057
2020
Q4 		$31K Hold
1,600
– – ﹤0.01% 2040
2020
Q3 		$20K Hold
1,600
– – ﹤0.01% 2092
2020
Q2 		$22K Buy
+1,600
New +$21.4K ﹤0.01% 2037

Other funds holding MYFW

NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return