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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 $2.61B AUM 11.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JAM
Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

Wasatch Advisors's MYFW Position: Q2 2025 in Review

Wasatch Advisors sold out of First Western Financial (MYFW) in Q2 2025, closing a stake of 250,684 shares — an estimated $4.93M sold.

Wasatch Advisors first reported a position in MYFW in Q3 2018 and held it in 9 quarters. The position peaked at $8.92M in Q3 2024. 82 funds tracked by Wall St. Rank hold MYFW as of Q2 2025.

  • Wasatch Advisors reported no remaining First Western Financial position as of Q2 2025 after selling out during the quarter.
  • Wasatch Advisors sold 250,684 First Western Financial shares in Q2 2025, an estimated $4.93M.
  • Wasatch Advisors first reported a position in First Western Financial in Q3 2018 and held it in 9 quarters.
  • Wasatch Advisors's First Western Financial position peaked at $8.92M in Q3 2024.
  • 82 funds tracked by Wall St. Rank held First Western Financial as of Q2 2025.

Based on Wasatch Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.