UBS Group
MYFW icon

UBS Group’s First Western Financial MYFW Stock Holding History

UBS Group’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 		$709K Buy
28,860
+23,443
+433% +$595K ﹤0.01% 5821
2025
Q4 		$145K Sell
5,417
-476
-8% -$11.3K ﹤0.01% 6735
2025
Q3 		$136K Sell
5,893
-12,598
-68% -$287K ﹤0.01% 6916
2025
Q2 		$417K Buy
18,491
+4,331
+31% +$89.4K ﹤0.01% 6159
2025
Q1 		$278K Sell
14,160
-34,135
-71% -$669K ﹤0.01% 6309
2024
Q4 		$944K Buy
48,295
+44,448
+1,155% +$909K ﹤0.01% 5343
2024
Q3 		$76.9K Sell
3,847
-4,577
-54% -$83.4K ﹤0.01% 6542
2024
Q2 		$143K Buy
8,424
+449
+6% +$7.36K ﹤0.01% 5904
2024
Q1 		$116K Buy
7,975
+81
+1% +$1.28K ﹤0.01% 6152
2023
Q4 		$157K Buy
7,894
+3,430
+77% +$57.9K ﹤0.01% 5924
2023
Q3 		$81K Sell
4,464
-120
-3% -$2.38K ﹤0.01% 5971
2023
Q2 		$85.3K Buy
4,584
+2,053
+81% +$36K ﹤0.01% 6141
2023
Q1 		$50.1K Sell
2,531
-899
-26% -$22.2K ﹤0.01% 6453
2022
Q4 		$96.6K Buy
+3,430
New +$95.7K ﹤0.01% 6143
2022
Q3 		– Sell
-249
Closed -$7K – 10712
2022
Q2 		$7K Sell
249
-1,110
-82% -$34.6K ﹤0.01% 8508
2022
Q1 		$42K Buy
1,359
+358
+36% +$11.6K ﹤0.01% 6659
2021
Q4 		$30K Buy
1,001
+896
+853% +$26.8K ﹤0.01% 7401
2021
Q3 		$3K Sell
105
-386
-79% -$10.3K ﹤0.01% 8824
2021
Q2 		$13K Sell
491
-3,324
-87% -$88.7K ﹤0.01% 7793
2021
Q1 		$95K Buy
3,815
+2,229
+141% +$46.7K ﹤0.01% 6004
2020
Q4 		$31K Buy
1,586
+1,005
+173% +$16.3K ﹤0.01% 6604
2020
Q3 		$8K Sell
581
-1,886
-76% -$25.8K ﹤0.01% 7023
2020
Q2 		$35K Buy
+2,467
New +$33K ﹤0.01% 6166
2020
Q1 		– Sell
-1,043
Closed -$17K – 8241
2019
Q4 		$17K Sell
1,043
-4,897
-82% -$80K ﹤0.01% 6991
2019
Q3 		$101K Sell
5,940
-1,150
-16% -$16.8K ﹤0.01% 5765
2019
Q2 		$94K Buy
7,090
+254
+4% +$3.38K ﹤0.01% 5412
2019
Q1 		$89K Sell
6,836
-519
-7% -$6.99K ﹤0.01% 5152
2018
Q4 		$86K Sell
7,355
-9,538
-56% -$129K ﹤0.01% 5654
2018
Q3 		$296K Buy
+16,893
New +$300K ﹤0.01% 4761

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

UBS Group's MYFW Position: Q1 2026 in Review

UBS Group increased its First Western Financial (MYFW) stake by 433% in Q1 2026, buying an estimated $595K and bringing the position to 28,860 shares worth $709K. The position accounts for ﹤0.01% of the portfolio, ranked #5821.

UBS Group first reported a position in MYFW in Q3 2018 and has held it in 29 quarters since. The position peaked at $944K in Q4 2024. 95 funds tracked by Wall St. Rank hold MYFW as of Q1 2026.

  • UBS Group held 28,860 shares of First Western Financial worth $709K as of Q1 2026.
  • UBS Group bought 23,443 First Western Financial shares in Q1 2026, an estimated $595K.
  • First Western Financial made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5821 holding.
  • UBS Group first reported a position in First Western Financial in Q3 2018 and has held it in 29 quarters since.
  • UBS Group's First Western Financial position peaked at $944K in Q4 2024.
  • 95 funds tracked by Wall St. Rank held First Western Financial as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.