WA
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Wasatch Advisors’s First Western Financial MYFW Stock Holding History

Wasatch Advisors’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
2025
Q2 		– Sell
-250,684
Closed -$4.93M – 247
2025
Q1 		$4.93M Sell
250,684
-79,133
-24% -$1.55M 0.03% 186
2024
Q4 		$6.45M Sell
329,817
-116,192
-26% -$2.38M 0.03% 181
2024
Q3 		$8.92M Buy
446,009
+82,019
+23% +$1.49M 0.04% 166
2024
Q2 		$6.19M Hold
363,990
– – 0.03% 185
2024
Q1 		$5.31M Buy
363,990
+46,172
+15% +$728K 0.03% 197
2023
Q4 		$6.3M Buy
317,818
+28,962
+10% +$489K 0.03% 186
2023
Q3 		$5.24M Buy
288,856
+205,652
+247% +$4.07M 0.03% 198
2023
Q2 		$1.55M Buy
+83,204
New +$1.46M 0.01% 241
2018
Q4 		– Sell
-188,120
Closed -$3.29M – 231
2018
Q3 		$3.29M Buy
+188,120
New +$3.34M 0.04% 202

Other funds holding MYFW

NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.61B AUM 18.93% 1-Year Est. Return