Carson Wealth (CWM LLC)
MYFW icon

Carson Wealth (CWM LLC)’s First Western Financial MYFW Stock Holding History

Carson Wealth (CWM LLC)’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 		$17.7K Buy
719
+32
+5% +$812 ﹤0.01% 4487
2025
Q4 		$18K Buy
687
+32
+5% +$763 ﹤0.01% 4227
2025
Q3 		$15K Buy
655
+292
+80% +$6.66K ﹤0.01% 4275
2025
Q2 		$8K Buy
363
+140
+63% +$2.89K ﹤0.01% 4401
2025
Q1 		$4K Buy
223
+89
+66% +$1.75K ﹤0.01% 4554
2024
Q4 		$3K Buy
134
+12
+10% +$245 ﹤0.01% 4428
2024
Q3 		$2K Buy
122
+109
+838% +$1.99K ﹤0.01% 4430
2024
Q2 		$0 Buy
+13
New +$213 ﹤0.01% 4810

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 $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
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JAM
Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MYFW Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its First Western Financial (MYFW) stake by 4.7% in Q1 2026, buying an estimated $812 and bringing the position to 719 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4487.

Carson Wealth (CWM LLC) first reported a position in MYFW in Q2 2024 and has held it in 8 quarters since. The position peaked at $18K in Q4 2025. 95 funds tracked by Wall St. Rank hold MYFW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 719 shares of First Western Financial worth $17.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 32 First Western Financial shares in Q1 2026, an estimated $812.
  • First Western Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4487 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Western Financial in Q2 2024 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s First Western Financial position peaked at $18K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held First Western Financial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.