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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
Q1 		$74 Buy
+3
New +$76 ﹤0.01% 3430

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

Rothschild Investment LLC's MYFW Position: Q1 2026 in Review

Rothschild Investment LLC opened a new position in First Western Financial (MYFW) in Q1 2026: 3 shares worth $74. The stake represents ﹤0.01% of the portfolio and ranks #3430 among its holdings.

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

  • Rothschild Investment LLC held 3 shares of First Western Financial worth $74 as of Q1 2026.
  • First Western Financial was a new Rothschild Investment LLC position in Q1 2026.
  • First Western Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3430 holding.
  • 95 funds tracked by Wall St. Rank held First Western Financial as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.