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Rothschild Investment LLC’s First Western Financial MYFW Stock Holding History

Rothschild Investment LLC’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 		$578 Buy
18
+15
+500% +$427 ﹤0.01% 3232
2026
Q1 		$74 Buy
+3
New +$76 ﹤0.01% 3430

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

Rothschild Investment LLC's MYFW Position: Q2 2026 in Review

Rothschild Investment LLC increased its First Western Financial (MYFW) stake by 500% in Q2 2026, buying an estimated $427 and bringing the position to 18 shares worth $578. The position accounts for ﹤0.01% of the portfolio, ranked #3232.

Rothschild Investment LLC first reported a position in MYFW in Q1 2026 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • Rothschild Investment LLC held 18 shares of First Western Financial worth $578 as of Q2 2026.
  • Rothschild Investment LLC bought 15 First Western Financial shares in Q2 2026, an estimated $427.
  • First Western Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3232 holding.
  • Rothschild Investment LLC first reported a position in First Western Financial in Q1 2026 and has held it in 2 quarters since.
  • 103 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.