Trexquant Investment
MYFW icon

Trexquant Investment’s First Western Financial MYFW Stock Holding History

Trexquant Investment’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 		$1.1M Buy
34,218
+22,856
+201% +$650K 0.01% 1430
2026
Q1 		$279K Sell
11,362
-10,483
-48% -$266K ﹤0.01% 1612
2025
Q4 		$586K Buy
21,845
+5,872
+37% +$140K 0.01% 1305
2025
Q3 		$368K Buy
15,973
+6,894
+76% +$157K ﹤0.01% 1385
2025
Q2 		$205K Buy
+9,079
New +$187K ﹤0.01% 1441

Other funds holding MYFW

Wellington Management Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AU
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
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

Trexquant Investment's MYFW Position: Q2 2026 in Review

Trexquant Investment increased its First Western Financial (MYFW) stake by 201% in Q2 2026, buying an estimated $650K and bringing the position to 34,218 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #1430.

Trexquant Investment first reported a position in MYFW in Q2 2025 and has held it in 5 quarters since. 103 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • Trexquant Investment held 34,218 shares of First Western Financial worth $1.1M as of Q2 2026.
  • Trexquant Investment bought 22,856 First Western Financial shares in Q2 2026, an estimated $650K.
  • First Western Financial made up 0.01% of Trexquant Investment's portfolio in Q2 2026, its #1430 holding.
  • Trexquant Investment first reported a position in First Western Financial in Q2 2025 and has held it in 5 quarters since.
  • 103 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Trexquant Investment's 13F filing for Q2 2026, filed 14 Aug 2026.