Allworth Financial
MYFW icon

Allworth Financial’s First Western Financial MYFW Stock Holding History

Allworth Financial’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 		$2.67K Buy
83
+66
+388% +$1.88K ﹤0.01% 4393
2026
Q1 		$418 Buy
17
+9
+113% +$228 ﹤0.01% 4776
2025
Q4 		$215 Hold
8
– – ﹤0.01% 4691
2025
Q3 		$185 Hold
8
– – ﹤0.01% 4613
2025
Q2 		$181 Buy
+8
New +$165 ﹤0.01% 4330

Other funds holding MYFW

Wellington Management Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AU
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
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

Allworth Financial's MYFW Position: Q2 2026 in Review

Allworth Financial increased its First Western Financial (MYFW) stake by 388% in Q2 2026, buying an estimated $1.88K and bringing the position to 83 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #4393.

Allworth Financial first reported a position in MYFW in Q2 2025 and has held it in 5 quarters since. 103 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • Allworth Financial held 83 shares of First Western Financial worth $2.67K as of Q2 2026.
  • Allworth Financial bought 66 First Western Financial shares in Q2 2026, an estimated $1.88K.
  • First Western Financial made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4393 holding.
  • Allworth Financial first reported a position in First Western Financial in Q2 2025 and has held it in 5 quarters since.
  • 103 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.