Concurrent Investment Advisors
MYFW icon

Concurrent Investment Advisors’s First Western Financial MYFW Stock Holding History

Concurrent Investment 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 		$301K Hold
9,373
– – ﹤0.01% 1687
2026
Q1 		$230K Buy
+9,373
New +$238K ﹤0.01% 1657

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

Concurrent Investment Advisors's MYFW Position: Q2 2026 in Review

Concurrent Investment Advisors held its First Western Financial (MYFW) position steady in Q2 2026 at 9,373 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

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

  • Concurrent Investment Advisors held 9,373 shares of First Western Financial worth $301K as of Q2 2026.
  • Concurrent Investment Advisors left its First Western Financial share count unchanged in Q2 2026.
  • First Western Financial made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1687 holding.
  • Concurrent Investment Advisors first reported a position in First Western Financial in Q1 2026 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 Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.