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Arax Advisory Partners’s First Western Financial MYFW Stock Holding History

Arax Advisory 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
Q2 		$6.33K Buy
+197
New +$5.61K ﹤0.01% 4527
2025
Q4 		– Sell
-122
Closed -$2.81K – 4376
2025
Q3 		$2.81K Buy
+122
New +$2.78K ﹤0.01% 3026

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

Arax Advisory Partners's MYFW Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in First Western Financial (MYFW) in Q2 2026: 197 shares worth $6.33K. The stake represents ﹤0.01% of the portfolio and ranks #4527 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in MYFW as recently as Q3 2025.

Arax Advisory Partners first reported a position in MYFW in Q3 2025 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • Arax Advisory Partners held 197 shares of First Western Financial worth $6.33K as of Q2 2026.
  • First Western Financial was a new Arax Advisory Partners position in Q2 2026.
  • First Western Financial made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4527 holding.
  • Arax Advisory Partners first reported a position in First Western Financial in Q3 2025 and has held it in 2 quarters since.
  • 104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.