TWD
MYFW icon

True Wealth Design’s First Western Financial MYFW Stock Holding History

True Wealth Design’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
Q3 		$300 Buy
10
+3
+43% +$95 ﹤0.01% 2268
2026
Q2 		$225 Sell
7
-2
-22% -$57 ﹤0.01% 2421
2026
Q1 		$222 Hold
9
– – ﹤0.01% 2313
2025
Q4 		$242 Buy
9
+1
+13% +$24 ﹤0.01% 2180
2025
Q3 		$185 Buy
8
+4
+100% +$91 ﹤0.01% 2320
2025
Q2 		$91 Sell
4
-5
-56% -$103 ﹤0.01% 2265
2025
Q1 		$177 Buy
+9
New +$177 ﹤0.01% 2004

Other funds holding MYFW

CCIA
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

True Wealth Design's MYFW Position: Q3 2026 in Review

True Wealth Design increased its First Western Financial (MYFW) stake by 43% in Q3 2026, buying an estimated $95 and bringing the position to 10 shares worth $300. The position accounts for ﹤0.01% of the portfolio, ranked #2268.

True Wealth Design first reported a position in MYFW in Q1 2025 and has held it in 7 quarters since. 8 funds tracked by Wall St. Rank hold MYFW as of Q3 2026.

  • True Wealth Design held 10 shares of First Western Financial worth $300 as of Q3 2026.
  • True Wealth Design bought 3 First Western Financial shares in Q3 2026, an estimated $95.
  • First Western Financial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2268 holding.
  • True Wealth Design first reported a position in First Western Financial in Q1 2025 and has held it in 7 quarters since.
  • 8 funds tracked by Wall St. Rank held First Western Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.