Wavvest Wealth LLC’s First Western Financial MYFW Stock Holding History

Wavvest Wealth LLC’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	$501K	Buy	+16,704	New	+$527K	0.4%	62

Other funds holding MYFW

Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

Sippican Capital Advisors Boston, Massachusetts $150M AUM 15.67% 1-Year Est. Return

ELCO Management New York $213M AUM 25.22% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Wavvest Wealth LLC's MYFW Position: Q3 2026 in Review

Wavvest Wealth LLC opened a new position in First Western Financial (MYFW) in Q3 2026: 16,704 shares worth $501K. The stake represents 0.4% of the portfolio and ranks #62 among its holdings.

16 funds tracked by Wall St. Rank hold MYFW as of Q3 2026.

Wavvest Wealth LLC held 16,704 shares of First Western Financial worth $501K as of Q3 2026.
First Western Financial was a new Wavvest Wealth LLC position in Q3 2026.
First Western Financial made up 0.4% of Wavvest Wealth LLC's portfolio in Q3 2026, its #62 holding.
16 funds tracked by Wall St. Rank held First Western Financial as of Q3 2026.

Based on Wavvest Wealth LLC's 13F filing for Q3 2026, filed 21 Oct 2026.