UBS Group’s First Western Financial MYFW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.02M | Buy |
31,688
+2,828
| +10% | +$80.5K | ﹤0.01% | 5717 |
|
|
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
BFC
AU
MCA
PAIM
UBS Group's MYFW Position: Q2 2026 in Review
UBS Group increased its First Western Financial (MYFW) stake by 9.8% in Q2 2026, buying an estimated $80.5K and bringing the position to 31,688 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #5717.
UBS Group first reported a position in MYFW in Q3 2018 and has held it in 30 quarters since. 103 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.
- UBS Group held 31,688 shares of First Western Financial worth $1.02M as of Q2 2026.
- UBS Group bought 2,828 First Western Financial shares in Q2 2026, an estimated $80.5K.
- First Western Financial made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5717 holding.
- UBS Group first reported a position in First Western Financial in Q3 2018 and has held it in 30 quarters since.
- 103 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.