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CM Wealth Advisors’s First Western Financial MYFW Stock Holding History

CM Wealth 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 		$835K Buy
+26,002
New +$740K 0.15% 65
2023
Q2 		– Sell
-12,402
Closed -$209K – 332
2023
Q1 		$209K Buy
+12,402
New +$306K 0.04% 365

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

CM Wealth Advisors's MYFW Position: Q2 2026 in Review

CM Wealth Advisors opened a new position in First Western Financial (MYFW) in Q2 2026: 26,002 shares worth $835K. The stake represents 0.15% of the portfolio and ranks #65 among its holdings. This is a return to the name: CM Wealth Advisors previously reported a position in MYFW as recently as Q1 2023.

CM Wealth Advisors first reported a position in MYFW in Q1 2023 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • CM Wealth Advisors held 26,002 shares of First Western Financial worth $835K as of Q2 2026.
  • First Western Financial was a new CM Wealth Advisors position in Q2 2026.
  • First Western Financial made up 0.15% of CM Wealth Advisors's portfolio in Q2 2026, its #65 holding.
  • CM Wealth Advisors first reported a position in First Western Financial in Q1 2023 and has held it in 2 quarters since.
  • 103 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.