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

EverSource 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	$2.02K	Buy	63 +13	+26%	+$370	﹤0.01%	3717
2026 Q1	$1.23K	Buy	50 +2	+4%	+$51	﹤0.01%	3789
2025 Q4	$1.29K	Buy	48 +2	+4%	+$48	﹤0.01%	3640
2025 Q3	$1.06K	Sell	46 -5	-10%	-$114	﹤0.01%	3749
2025 Q2	$1.15K	Buy	51 +46	+920%	+$950	﹤0.01%	3695
2025 Q1	$98	Buy	+5	New	+$98	﹤0.01%	3833

Other funds holding MYFW

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

RHCA

Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return

CCIA

Cherry Creek Investment Advisors Englewood, Colorado $254M AUM 33.86% 1-Year Est. Return

SCA

Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

EverSource Wealth Advisors increased its First Western Financial (MYFW) stake by 26% in Q2 2026, buying an estimated $370 and bringing the position to 63 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #3717.

EverSource Wealth Advisors first reported a position in MYFW in Q1 2025 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

EverSource Wealth Advisors held 63 shares of First Western Financial worth $2.02K as of Q2 2026.
EverSource Wealth Advisors bought 13 First Western Financial shares in Q2 2026, an estimated $370.
First Western Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3717 holding.
EverSource Wealth Advisors first reported a position in First Western Financial in Q1 2025 and has held it in 6 quarters since.
20 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.