Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s First Western Financial MYFW Stock Holding History

Northwestern Mutual Wealth Management’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
-210
Closed -$4.83K – 4173
2025
Q3 		$4.83K Buy
+210
New +$4.79K ﹤0.01% 3157

Other funds holding MYFW

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North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.52B AUM 3.09% 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 $552B AUM 44.19% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northwestern Mutual Wealth Management's MYFW Position: Q4 2025 in Review

Northwestern Mutual Wealth Management sold out of First Western Financial (MYFW) in Q4 2025, closing a stake of 210 shares — an estimated $4.83K sold.

Northwestern Mutual Wealth Management first reported a position in MYFW in Q3 2025 and held it in 1 quarter. The position peaked at $4.83K in Q3 2025. 94 funds tracked by Wall St. Rank hold MYFW as of Q4 2025.

  • Northwestern Mutual Wealth Management reported no remaining First Western Financial position as of Q4 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 210 First Western Financial shares in Q4 2025, an estimated $4.83K.
  • Northwestern Mutual Wealth Management first reported a position in First Western Financial in Q3 2025 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's First Western Financial position peaked at $4.83K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held First Western Financial as of Q4 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.