Principaux fonds communs de placement 67 avec MYFW / First Western Financial, Inc. (NasdaqGS)

First Western Financial, Inc.
US ˙ NasdaqGS ˙ US33751L1052

Principaux fonds communs de placement 67 avec MYFW / First Western Financial, Inc.

Cette page montre tous les fonds communs de placement qui ont déclaré des positions dans MYFW / First Western Financial, Inc.. Les lignes vertes indiquent de nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.

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Date de dépôt Source Investisseur Type Prix moyen
(Est)		 Actions Δ Actions
(%)		 Valeur déclarée
(1000 $)		 Δ Valeur
(%)		 Allocation de portefeuille
(%)
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 198 0,00 4 0,00
2025-08-26 NP TLSTX - Stock Index Fund 170 0,00 4 0,00
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 40 179 9,21 837 14,50
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 519 18,49 32 18,52
2025-08-27 NP RMBKX - RMB Mendon Financial Services Fund Class A 196 656 0,00 4 437 14,80
2025-08-25 NP QWVOX - Clearwater Small Companies Fund 3 326 -84,93 75 -82,68
2025-05-29 NP JAFEX - Total Stock Market Index Trust NAV 158 327,03 3
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 716 0,00 16 14,29
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 3 510 73
2025-07-28 NP VCSLX - Small Cap Index Fund 3 447 11,30 72 16,39
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 219 0,00 5 0,00
2025-07-29 NP SECAX - SIIT Small Cap II Fund - Class A 2 940 61
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 11 035 0,00 233 0,00
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 12 0,00 0
2025-04-01 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 0 -100,00 0
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 2 720 0,00 61 15,09
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 79 075 1,43 1 668 1,40
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 39 928 0,79 832 5,72
2025-06-26 NP DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15 089 13,91 318 13,98
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 42 2,44 1
2025-07-30 NP AUERX - Auer Growth Fund 10 000 208
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 770 -47,03 62 -39,22
2025-08-26 NP BRUSX - Ultra-Small Company Fund Class N 28 931 0,00 653 14,79
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 141 0,00 3 0,00
2025-07-24 NP FNCMX - Fidelity Nasdaq Composite Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 408 0,00 92 4,60
2025-06-26 NP USMIX - Extended Market Index Fund 779 -12,18 16 -11,11
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 13 -27,78 0
2025-08-28 NP SSMHX - State Street Small/mid Cap Equity Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 500 -19,35 56 -6,67
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 636 72,36 14 100,00
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 9 917 0,00 209 0,00
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 19 0,00 0
2025-08-22 NP FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 977 37,67 45 57,14
2025-08-28 NP DTSGX - Small Company Growth Portfolio Investment Class 354 8
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 83 -29,66 2 -50,00
2025-08-26 NP AFMCX - Acuitas US Microcap Fund Institutional Shares 34 236 18,43 772 35,92
2025-07-29 NP VRTGX - Vanguard Russell 2000 Growth Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 959 -8,50 41 -4,76
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 3 926 16,43 89 33,33
2025-06-24 NP SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 786 0,00 59 0,00
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 19 768 0,00 417 -0,24
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 423 22,97 9 14,29
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 1 756 2,99 40 18,18
2025-07-29 NP VRTTX - Vanguard Russell 3000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 727 0,00 15 7,14
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 241 636 0,00 5 451 14,81
2025-08-27 NP VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 900 0,00 65 16,07
2025-08-26 NP BRSIX - Ultra-Small Company Market Fund Class N 12 651 0,00 285 14,92
2025-08-25 NP TMVAX - RBC Microcap Value Fund A Shares 6 600 0,00 149 14,73
2025-07-28 NP AVUVX - Avantis U.S. Small Cap Value Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 900 0,00 19 5,88
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 1 850 42
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10 366 8,32 216 13,68
2025-06-26 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11 838 6,16 250 5,96
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12 992 0,00 271 4,65
2025-06-26 NP DFVEX - U.s. Vector Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 270 0,00 111 0,00
2025-08-29 NP DHSCX - Diamond Hill Small Cap Fund Class A 67 661 -6,11 1 526 7,84
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 48 929 5,67 1 032 5,53
2025-08-28 NP DTSVX - Small Company Value Portfolio Investment Class 2 021 -5,43 46 9,76
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 1 800 0,00 38 5,71
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 129 001 29,41 2 910 48,62
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 497 0,00 10 0,00
2025-08-26 NP BOSVX - Omni Small-Cap Value Fund Class N 12 500 0,00 282 15,10
2025-06-26 NP DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 084 0,00 23 0,00
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 1 371 13,87 31 30,43
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 421 0,00 9 12,50
2025-05-05 NP WAMVX - Wasatch Micro Cap Value Fund Investor Class shares This fund is a listed as child fund of Wasatch Advisors Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 114 000 -21,38 2 240 -20,96
2025-06-26 NP DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8 430 0,00 178 0,00
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 750 -2,97 130 11,21
2025-06-26 NP DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11 240 0,00 237 0,00
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 8 -11,11 0
Other Listings
DE:33Q
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