RFP
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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
Q1 		$98 Buy
+4
New +$101 ﹤0.01% 3286

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 $5.72T AUM 30.48% 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

Root Financial Partners's MYFW Position: Q1 2026 in Review

Root Financial Partners opened a new position in First Western Financial (MYFW) in Q1 2026: 4 shares worth $98. The stake represents ﹤0.01% of the portfolio and ranks #3286 among its holdings.

95 funds tracked by Wall St. Rank hold MYFW as of Q1 2026.

  • Root Financial Partners held 4 shares of First Western Financial worth $98 as of Q1 2026.
  • First Western Financial was a new Root Financial Partners position in Q1 2026.
  • First Western Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3286 holding.
  • 95 funds tracked by Wall St. Rank held First Western Financial as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.