Focus Partners Wealth
MYFW icon

Focus Partners Wealth’s First Western Financial MYFW Stock Holding History

Focus Partners Wealth’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
2025
Q4 		– Sell
-2,146
Closed -$883K – 2762
2025
Q3 		$883K Buy
+2,146
New +$49K ﹤0.01% 1335

Other funds holding MYFW

NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Focus Partners Wealth's MYFW Position: Q4 2025 in Review

Focus Partners Wealth sold out of First Western Financial (MYFW) in Q4 2025, closing a stake of 2,146 shares — an estimated $883K sold.

Focus Partners Wealth first reported a position in MYFW in Q3 2025 and held it in 1 quarter. The position peaked at $883K in Q3 2025. 94 funds tracked by Wall St. Rank hold MYFW as of Q4 2025.

  • Focus Partners Wealth reported no remaining First Western Financial position as of Q4 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 2,146 First Western Financial shares in Q4 2025, an estimated $883K.
  • Focus Partners Wealth first reported a position in First Western Financial in Q3 2025 and held it in 1 quarter.
  • Focus Partners Wealth's First Western Financial position peaked at $883K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held First Western Financial as of Q4 2025.

Based on Focus Partners Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.