Cambridge Investment Research Advisors’s First Western Financial MYFW Stock Holding History

Cambridge Investment Research 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
2026 Q2	$230K	Buy	+7,167	New	+$204K	﹤0.01%	3696

Other funds holding MYFW

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 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

Cambridge Investment Research Advisors's MYFW Position: Q2 2026 in Review

Cambridge Investment Research Advisors opened a new position in First Western Financial (MYFW) in Q2 2026: 7,167 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #3696 among its holdings.

103 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

Cambridge Investment Research Advisors held 7,167 shares of First Western Financial worth $230K as of Q2 2026.
First Western Financial was a new Cambridge Investment Research Advisors position in Q2 2026.
First Western Financial made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3696 holding.
103 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.