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Sunbelt Securities’s First Western Financial MYFW Stock Holding History

Sunbelt Securities’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 		$25 Hold
1
– – ﹤0.01% 2857
2025
Q4 		$27 Buy
+1
New +$24 ﹤0.01% 2707

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

Sunbelt Securities's MYFW Position: Q1 2026 in Review

Sunbelt Securities held its First Western Financial (MYFW) position steady in Q1 2026 at 1 share worth $25. The position accounts for ﹤0.01% of the portfolio, ranked #2857.

Sunbelt Securities first reported a position in MYFW in Q4 2025 and has held it in 2 quarters since. The position peaked at $27 in Q4 2025. 95 funds tracked by Wall St. Rank hold MYFW as of Q1 2026.

  • Sunbelt Securities held 1 share of First Western Financial worth $25 as of Q1 2026.
  • Sunbelt Securities left its First Western Financial share count unchanged in Q1 2026.
  • First Western Financial made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2857 holding.
  • Sunbelt Securities first reported a position in First Western Financial in Q4 2025 and has held it in 2 quarters since.
  • Sunbelt Securities's First Western Financial position peaked at $27 in Q4 2025.
  • 95 funds tracked by Wall St. Rank held First Western Financial as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.