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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
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

NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Allworth Financial's MYFW Position: Q1 2026 in Review

Allworth Financial increased its First Western Financial (MYFW) stake by 113% in Q1 2026, buying an estimated $228 and bringing the position to 17 shares worth $418. The position accounts for ﹤0.01% of the portfolio, ranked #4776.

Allworth Financial first reported a position in MYFW in Q2 2025 and has held it in 4 quarters since. 95 funds tracked by Wall St. Rank hold MYFW as of Q1 2026.

  • Allworth Financial held 17 shares of First Western Financial worth $418 as of Q1 2026.
  • Allworth Financial bought 9 First Western Financial shares in Q1 2026, an estimated $228.
  • First Western Financial made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4776 holding.
  • Allworth Financial first reported a position in First Western Financial in Q2 2025 and has held it in 4 quarters since.
  • 95 funds tracked by Wall St. Rank held First Western Financial as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.