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Essential Partners’s First Western Financial MYFW Stock Holding History

Essential Partners’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 		$810 Hold
27
– – ﹤0.01% 2261
2026
Q2 		$867 Sell
27
-133
-83% -$3.79K ﹤0.01% 2298
2026
Q1 		$3.93K Hold
160
– – ﹤0.01% 1698
2025
Q4 		$4.29K Sell
160
-1
-0.6% -$24 ﹤0.01% 1488
2025
Q3 		$3.71K Buy
161
+149
+1,242% +$3.4K ﹤0.01% 1542
2025
Q2 		$271 Buy
+12
New +$248 ﹤0.01% 1870

Other funds holding MYFW

CCIA
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's MYFW Position: Q3 2026 in Review

Essential Partners held its First Western Financial (MYFW) position steady in Q3 2026 at 27 shares worth $810. The position accounts for ﹤0.01% of the portfolio, ranked #2261.

Essential Partners first reported a position in MYFW in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.29K in Q4 2025. 8 funds tracked by Wall St. Rank hold MYFW as of Q3 2026.

  • Essential Partners held 27 shares of First Western Financial worth $810 as of Q3 2026.
  • Essential Partners left its First Western Financial share count unchanged in Q3 2026.
  • First Western Financial made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2261 holding.
  • Essential Partners first reported a position in First Western Financial in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's First Western Financial position peaked at $4.29K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held First Western Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.