Raymond James Financial
MYFW icon

Raymond James Financial’s First Western Financial MYFW Stock Holding History

Raymond James Financial’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 		$803K Hold
25,000
– – ﹤0.01% 4158
2026
Q1 		$615K Hold
25,000
– – ﹤0.01% 4210
2025
Q4 		$670K Hold
25,000
– – ﹤0.01% 4056
2025
Q3 		$576K Hold
25,000
– – ﹤0.01% 4022
2025
Q2 		$564K Hold
25,000
– – ﹤0.01% 3943
2025
Q1 		$491K Hold
25,000
– – ﹤0.01% 3949
2024
Q4 		$489K Buy
+25,000
New +$511K ﹤0.01% 3915

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

Raymond James Financial's MYFW Position: Q2 2026 in Review

Raymond James Financial held its First Western Financial (MYFW) position steady in Q2 2026 at 25,000 shares worth $803K. The position accounts for ﹤0.01% of the portfolio, ranked #4158.

Raymond James Financial first reported a position in MYFW in Q4 2024 and has held it in 7 quarters since. 103 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • Raymond James Financial held 25,000 shares of First Western Financial worth $803K as of Q2 2026.
  • Raymond James Financial left its First Western Financial share count unchanged in Q2 2026.
  • First Western Financial made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4158 holding.
  • Raymond James Financial first reported a position in First Western Financial in Q4 2024 and has held it in 7 quarters since.
  • 103 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.