AIP
MYFW icon

Ameritas Investment Partners’s First Western Financial MYFW Stock Holding History

Ameritas Investment Partners’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 		$14.6K Hold
592
– – ﹤0.01% 2739
2025
Q4 		$15.9K Hold
592
– – ﹤0.01% 2748
2025
Q3 		$13.6K Hold
592
– – ﹤0.01% 2849
2025
Q2 		$13.4K Hold
592
– – ﹤0.01% 2854
2025
Q1 		$11.6K Hold
592
– – ﹤0.01% 2775
2024
Q4 		$11.6K Hold
592
– – ﹤0.01% 2866
2024
Q3 		$11.8K Hold
592
– – ﹤0.01% 2868
2024
Q2 		$10.1K Hold
592
– – ﹤0.01% 2929
2024
Q1 		$8.63K Hold
592
– – ﹤0.01% 2853
2023
Q4 		$11.7K Hold
592
– – ﹤0.01% 2794
2023
Q3 		$10.7K Hold
592
– – ﹤0.01% 2814
2023
Q2 		$11K Hold
592
– – ﹤0.01% 2874
2023
Q1 		$11.7K Hold
592
– – ﹤0.01% 2676
2022
Q4 		$15.8K Hold
592
– – ﹤0.01% 2656
2022
Q3 		$14K Hold
592
– – ﹤0.01% 2685
2022
Q2 		$16K Buy
+592
New +$18.4K ﹤0.01% 2656
2021
Q2 		– Sell
-552
Closed -$14K – 3166
2021
Q1 		$14K Hold
552
– – ﹤0.01% 2719
2020
Q4 		$11K Hold
552
– – ﹤0.01% 2753
2020
Q3 		$7K Hold
552
– – ﹤0.01% 2876
2020
Q2 		$8K Buy
+552
New +$7.39K ﹤0.01% 2824

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

Ameritas Investment Partners's MYFW Position: Q1 2026 in Review

Ameritas Investment Partners held its First Western Financial (MYFW) position steady in Q1 2026 at 592 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2739.

Ameritas Investment Partners first reported a position in MYFW in Q2 2020 and has held it in 20 quarters since. The position peaked at $16K in Q2 2022. 95 funds tracked by Wall St. Rank hold MYFW as of Q1 2026.

  • Ameritas Investment Partners held 592 shares of First Western Financial worth $14.6K as of Q1 2026.
  • Ameritas Investment Partners left its First Western Financial share count unchanged in Q1 2026.
  • First Western Financial made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #2739 holding.
  • Ameritas Investment Partners first reported a position in First Western Financial in Q2 2020 and has held it in 20 quarters since.
  • Ameritas Investment Partners's First Western Financial position peaked at $16K in Q2 2022.
  • 95 funds tracked by Wall St. Rank held First Western Financial as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.