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
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

NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Raymond James Financial's MYFW Position: Q1 2026 in Review

Raymond James Financial held its First Western Financial (MYFW) position steady in Q1 2026 at 25,000 shares worth $615K. The position accounts for ﹤0.01% of the portfolio, ranked #4210.

Raymond James Financial first reported a position in MYFW in Q4 2024 and has held it in 6 quarters since. The position peaked at $670K in Q4 2025. 95 funds tracked by Wall St. Rank hold MYFW as of Q1 2026.

  • Raymond James Financial held 25,000 shares of First Western Financial worth $615K as of Q1 2026.
  • Raymond James Financial left its First Western Financial share count unchanged in Q1 2026.
  • First Western Financial made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4210 holding.
  • Raymond James Financial first reported a position in First Western Financial in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's First Western Financial position peaked at $670K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held First Western Financial as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.