Integrated Wealth Concepts’s First Western Financial MYFW Stock Holding History

Integrated Wealth Concepts’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	$4.49K	Buy	+140	New	+$3.98K	﹤0.01%	5018

Other funds holding MYFW

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return

MCA

Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Integrated Wealth Concepts's MYFW Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in First Western Financial (MYFW) in Q2 2026: 140 shares worth $4.49K. The stake represents ﹤0.01% of the portfolio and ranks #5018 among its holdings.

104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

Integrated Wealth Concepts held 140 shares of First Western Financial worth $4.49K as of Q2 2026.
First Western Financial was a new Integrated Wealth Concepts position in Q2 2026.
First Western Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5018 holding.
104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.