Versant Capital Management’s First Western Financial MYFW Stock Holding History

Versant Capital 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	$385	Hold	12	–	–	﹤0.01%	2701
2026 Q1	$295	Hold	12	–	–	﹤0.01%	2748
2025 Q4	$322	Hold	12	–	–	﹤0.01%	2604
2025 Q3	$276	Hold	12	–	–	﹤0.01%	2595
2025 Q2	$271	Hold	12	–	–	﹤0.01%	2583
2025 Q1	$236	Hold	12	–	–	﹤0.01%	2463
2024 Q4	$235	Hold	12	–	–	﹤0.01%	2324
2024 Q3	$240	Hold	12	–	–	﹤0.01%	1950
2024 Q2	$204	Hold	12	–	–	﹤0.01%	1903
2024 Q1	$175	Hold	12	–	–	﹤0.01%	1839
2023 Q4	$238	Hold	12	–	–	﹤0.01%	1848
2023 Q3	$218	Buy	+12	New	+$238	﹤0.01%	1857

Other funds holding MYFW

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 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

Versant Capital Management's MYFW Position: Q2 2026 in Review

Versant Capital Management held its First Western Financial (MYFW) position steady in Q2 2026 at 12 shares worth $385. The position accounts for ﹤0.01% of the portfolio, ranked #2701.

Versant Capital Management first reported a position in MYFW in Q3 2023 and has held it in 12 quarters since. 103 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

Versant Capital Management held 12 shares of First Western Financial worth $385 as of Q2 2026.
Versant Capital Management left its First Western Financial share count unchanged in Q2 2026.
First Western Financial made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #2701 holding.
Versant Capital Management first reported a position in First Western Financial in Q3 2023 and has held it in 12 quarters since.
103 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.