SummerHaven Investment Management’s First Western Financial MYFW Stock Holding History

SummerHaven Investment 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	$1.01M	Hold	31,385	–	–	0.54%	73
2026 Q1	$771K	Sell	31,385 -4,167	-12%	-$106K	0.47%	103
2025 Q4	$953K	Hold	35,552	–	–	0.54%	61
2025 Q3	$819K	Buy	+35,552	New	+$811K	0.48%	119

Other funds holding MYFW

SCA

Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

SummerHaven Investment Management's MYFW Position: Q2 2026 in Review

SummerHaven Investment Management held its First Western Financial (MYFW) position steady in Q2 2026 at 31,385 shares worth $1.01M. The position accounts for 0.54% of the portfolio, ranked #73.

SummerHaven Investment Management first reported a position in MYFW in Q3 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

SummerHaven Investment Management held 31,385 shares of First Western Financial worth $1.01M as of Q2 2026.
SummerHaven Investment Management left its First Western Financial share count unchanged in Q2 2026.
First Western Financial made up 0.54% of SummerHaven Investment Management's portfolio in Q2 2026, its #73 holding.
SummerHaven Investment Management first reported a position in First Western Financial in Q3 2025 and has held it in 4 quarters since.
11 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on SummerHaven Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.