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 Q2	$694K	Hold	21,600	–	–	﹤0.01%	960
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

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

STRS Ohio's MYFW Position: Q2 2026 in Review

STRS Ohio held its First Western Financial (MYFW) position steady in Q2 2026 at 21,600 shares worth $694K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

STRS Ohio first reported a position in MYFW in Q2 2020 and has held it in 15 quarters since. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

STRS Ohio held 21,600 shares of First Western Financial worth $694K as of Q2 2026.
STRS Ohio left its First Western Financial share count unchanged in Q2 2026.
First Western Financial made up ﹤0.01% of STRS Ohio's portfolio in Q2 2026, its #960 holding.
STRS Ohio first reported a position in First Western Financial in Q2 2020 and has held it in 15 quarters since.
104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on STRS Ohio's 13F filing for Q2 2026, filed 30 Jul 2026.