Clearstead Advisors’s First Western Financial MYFW Stock Holding History

Clearstead 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 Q3	$30	Buy	+1	New	+$32	﹤0.01%	3394

Other funds holding MYFW

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

Sippican Capital Advisors Boston, Massachusetts $150M AUM 15.67% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Clearstead Advisors's MYFW Position: Q3 2026 in Review

Clearstead Advisors opened a new position in First Western Financial (MYFW) in Q3 2026: 1 share worth $30. The stake represents ﹤0.01% of the portfolio and ranks #3394 among its holdings.

39 funds tracked by Wall St. Rank hold MYFW as of Q3 2026.

Clearstead Advisors held 1 share of First Western Financial worth $30 as of Q3 2026.
First Western Financial was a new Clearstead Advisors position in Q3 2026.
First Western Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #3394 holding.
39 funds tracked by Wall St. Rank held First Western Financial as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.