Nisa Investment Advisors
MYFW icon

Nisa Investment Advisors’s First Western Financial MYFW Stock Holding History

Nisa Investment 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 		$321 Hold
10
– – ﹤0.01% 3006
2026
Q1 		$246 Hold
10
– – ﹤0.01% 2967
2025
Q4 		$268 Hold
10
– – ﹤0.01% 2897
2025
Q3 		$230 Hold
10
– – ﹤0.01% 2949
2025
Q2 		$226 Hold
10
– – ﹤0.01% 2986
2025
Q1 		$197 Hold
10
– – ﹤0.01% 2930
2024
Q4 		$196 Hold
10
– – ﹤0.01% 2935
2024
Q3 		$200 Hold
10
– – ﹤0.01% 2849
2024
Q2 		$170 Sell
10
-15
-60% -$246 ﹤0.01% 2834
2024
Q1 		$365 Hold
25
– – ﹤0.01% 2555
2023
Q4 		$496 Hold
25
– – ﹤0.01% 2408
2023
Q3 		$454 Hold
25
– – ﹤0.01% 2544
2023
Q2 		$465 Buy
+25
New +$438 ﹤0.01% 2574

Other funds holding MYFW

Wellington Management Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AU
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
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

Nisa Investment Advisors's MYFW Position: Q2 2026 in Review

Nisa Investment Advisors held its First Western Financial (MYFW) position steady in Q2 2026 at 10 shares worth $321. The position accounts for ﹤0.01% of the portfolio, ranked #3006.

Nisa Investment Advisors first reported a position in MYFW in Q2 2023 and has held it in 13 quarters since. The position peaked at $496 in Q4 2023. 103 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • Nisa Investment Advisors held 10 shares of First Western Financial worth $321 as of Q2 2026.
  • Nisa Investment Advisors left its First Western Financial share count unchanged in Q2 2026.
  • First Western Financial made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #3006 holding.
  • Nisa Investment Advisors first reported a position in First Western Financial in Q2 2023 and has held it in 13 quarters since.
  • Nisa Investment Advisors's First Western Financial position peaked at $496 in Q4 2023.
  • 103 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.