Farther Finance Advisors
MYFW icon

Farther Finance Advisors’s First Western Financial MYFW Stock Holding History

Farther Finance 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 		$1.98K Buy
66
+50
+313% +$1.58K ﹤0.01% 5404
2026
Q2 		$514 Buy
16
+10
+167% +$285 ﹤0.01% 5529
2026
Q1 		$150 Buy
6
+1
+20% +$25 ﹤0.01% 5466
2025
Q4 		$134 Hold
5
– – ﹤0.01% 5272
2025
Q3 		$115 Hold
5
– – ﹤0.01% 4807
2025
Q2 		$113 Hold
5
– – ﹤0.01% 4300
2025
Q1 		$97 Hold
5
– – ﹤0.01% 4071
2024
Q4 		$98 Hold
5
– – ﹤0.01% 3784
2024
Q3 		$100 Hold
5
– – ﹤0.01% 3781
2024
Q2 		$85 Buy
+5
New +$82 ﹤0.01% 3618

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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 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

Farther Finance Advisors's MYFW Position: Q3 2026 in Review

Farther Finance Advisors increased its First Western Financial (MYFW) stake by 313% in Q3 2026, buying an estimated $1.58K and bringing the position to 66 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #5404.

Farther Finance Advisors first reported a position in MYFW in Q2 2024 and has held it in 10 quarters since. 8 funds tracked by Wall St. Rank hold MYFW as of Q3 2026.

  • Farther Finance Advisors held 66 shares of First Western Financial worth $1.98K as of Q3 2026.
  • Farther Finance Advisors bought 50 First Western Financial shares in Q3 2026, an estimated $1.58K.
  • First Western Financial made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5404 holding.
  • Farther Finance Advisors first reported a position in First Western Financial in Q2 2024 and has held it in 10 quarters since.
  • 8 funds tracked by Wall St. Rank held First Western Financial as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.