Charles Schwab
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Charles Schwab’s First Western Financial MYFW Stock Holding History

Charles Schwab’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 		$769K Buy
23,943
+3,243
+16% +$92.3K ﹤0.01% 3095
2026
Q1 		$509K Sell
20,700
-1,918
-8% -$48.6K ﹤0.01% 3097
2025
Q4 		$606K Sell
22,618
-1,400
-6% -$33.4K ﹤0.01% 3102
2025
Q3 		$553K Hold
24,018
– – ﹤0.01% 3144
2025
Q2 		$542K Buy
24,018
+1,464
+6% +$30.2K ﹤0.01% 3114
2025
Q1 		$443K Hold
22,554
– – ﹤0.01% 3117
2024
Q4 		$441K Hold
22,554
– – ﹤0.01% 3182
2024
Q3 		$451K Buy
22,554
+1,592
+8% +$29K ﹤0.01% 3189
2024
Q2 		$356K Hold
20,962
– – ﹤0.01% 3321
2024
Q1 		$306K Hold
20,962
– – ﹤0.01% 3172
2023
Q4 		$416K Sell
20,962
-1,434
-6% -$24.2K ﹤0.01% 3144
2023
Q3 		$406K Buy
22,396
+1,373
+7% +$27.2K ﹤0.01% 3120
2023
Q2 		$391K Buy
21,023
+327
+2% +$5.73K ﹤0.01% 3158
2023
Q1 		$410K Hold
20,696
– – ﹤0.01% 3015
2022
Q4 		$583K Buy
20,696
+594
+3% +$16.6K ﹤0.01% 2954
2022
Q3 		$496K Sell
20,102
-34
-0.2% -$928 ﹤0.01% 3011
2022
Q2 		$548K Buy
+20,136
New +$627K ﹤0.01% 3040
2021
Q2 		– Sell
-16,190
Closed -$405K – 3495
2021
Q1 		$405K Buy
16,190
+2,700
+20% +$56.6K ﹤0.01% 3147
2020
Q4 		$264K Hold
13,490
– – ﹤0.01% 3205
2020
Q3 		$175K Hold
13,490
– – ﹤0.01% 3195
2020
Q2 		$193K Buy
+13,490
New +$181K ﹤0.01% 3175

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

Charles Schwab's MYFW Position: Q2 2026 in Review

Charles Schwab increased its First Western Financial (MYFW) stake by 16% in Q2 2026, buying an estimated $92.3K and bringing the position to 23,943 shares worth $769K. The position accounts for ﹤0.01% of the portfolio, ranked #3095.

Charles Schwab first reported a position in MYFW in Q2 2020 and has held it in 21 quarters since. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • Charles Schwab held 23,943 shares of First Western Financial worth $769K as of Q2 2026.
  • Charles Schwab bought 3,243 First Western Financial shares in Q2 2026, an estimated $92.3K.
  • First Western Financial made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3095 holding.
  • Charles Schwab first reported a position in First Western Financial in Q2 2020 and has held it in 21 quarters since.
  • 104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.