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Root Financial Partners’s First Western Financial MYFW Stock Holding History

Root Financial Partners’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 		– Sell
-4
Closed -$98 – 2142
2026
Q1 		$98 Buy
+4
New +$101 ﹤0.01% 3286

Other funds holding MYFW

Wellington Management Group
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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

Root Financial Partners's MYFW Position: Q2 2026 in Review

Root Financial Partners sold out of First Western Financial (MYFW) in Q2 2026, closing a stake of 4 shares — an estimated $98 sold.

Root Financial Partners first reported a position in MYFW in Q1 2026 and held it in 1 quarter. The position peaked at $98 in Q1 2026. 103 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • Root Financial Partners reported no remaining First Western Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 4 First Western Financial shares in Q2 2026, an estimated $98.
  • Root Financial Partners first reported a position in First Western Financial in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's First Western Financial position peaked at $98 in Q1 2026.
  • 103 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.