Two Sigma Investments

Two Sigma Investments’s First Western Financial MYFW Stock Holding History

Two Sigma Investments’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	$291K	Sell	11,836 -18,919	-62%	-$480K	﹤0.01%	4093
2025 Q4	$825K	Sell	30,755 -8,211	-21%	-$196K	﹤0.01%	3060
2025 Q3	$897K	Buy	+38,966	New	+$889K	﹤0.01%	2657
2023 Q4	–	Sell	-14,401	Closed	-$261K	–	3294
2023 Q3	$261K	Buy	+14,401	New	+$285K	﹤0.01%	2540
2022 Q4	–	Sell	-23,353	Closed	-$576K	–	2983
2022 Q3	$576K	Sell	23,353 -16,111	-41%	-$440K	﹤0.01%	1712
2022 Q2	$1.07M	Buy	39,464 +18,910	+92%	+$589K	﹤0.01%	1511
2022 Q1	$643K	Buy	20,554 +6,700	+48%	+$218K	﹤0.01%	1898
2021 Q4	$421K	Buy	+13,854	New	+$415K	﹤0.01%	3406

Other funds holding MYFW

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

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

Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return