Barclays
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Barclays’s First Western Financial MYFW Stock Holding History

Barclays’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 		$329K Sell
10,255
-437
-4% -$12.4K ﹤0.01% 3439
2026
Q1 		$263K Sell
10,692
-11,096
-51% -$281K ﹤0.01% 3539
2025
Q4 		$584K Buy
21,788
+1,244
+6% +$29.7K ﹤0.01% 3757
2025
Q3 		$473K Sell
20,544
-2,413
-11% -$55.1K ﹤0.01% 3852
2025
Q2 		$518K Buy
22,957
+5,493
+31% +$113K ﹤0.01% 3741
2025
Q1 		$343K Sell
17,464
-4,344
-20% -$85.2K ﹤0.01% 3749
2024
Q4 		$426K Buy
21,808
+4,225
+24% +$86.4K ﹤0.01% 3928
2024
Q3 		$352K Buy
17,583
+9,309
+113% +$170K ﹤0.01% 3983
2024
Q2 		$141K Sell
8,274
-996
-11% -$16.3K ﹤0.01% 3745
2024
Q1 		$135K Sell
9,270
-4,188
-31% -$66K ﹤0.01% 4314
2023
Q4 		$267K Buy
13,458
+10,601
+371% +$179K ﹤0.01% 4284
2023
Q3 		$51.9K Sell
2,857
-285
-9% -$5.65K ﹤0.01% 3853
2023
Q2 		$58.4K Sell
3,142
-2,422
-44% -$42.5K ﹤0.01% 3771
2023
Q1 		$110K Buy
5,564
+1,888
+51% +$46.7K ﹤0.01% 4119
2022
Q4 		$103K Buy
3,676
+969
+36% +$27K ﹤0.01% 4207
2022
Q3 		$66K Sell
2,707
-61
-2% -$1.67K ﹤0.01% 3690
2022
Q2 		$75K Sell
2,768
-298
-10% -$9.28K ﹤0.01% 3890
2022
Q1 		$96K Hold
3,066
– – ﹤0.01% 3799
2021
Q4 		$93K Sell
3,066
-839
-21% -$25.1K ﹤0.01% 3748
2021
Q3 		$112K Sell
3,905
-764
-16% -$20.4K ﹤0.01% 3862
2021
Q2 		$120K Sell
4,669
-3,620
-44% -$96.6K ﹤0.01% 3776
2021
Q1 		$208K Buy
8,289
+3,208
+63% +$67.2K ﹤0.01% 3688
2020
Q4 		$99K Buy
5,081
+2,276
+81% +$37K ﹤0.01% 4139
2020
Q3 		$36K Sell
2,805
-573
-17% -$7.84K ﹤0.01% 4740
2020
Q2 		$48K Buy
+3,378
New +$45.2K ﹤0.01% 4949

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

Barclays's MYFW Position: Q2 2026 in Review

Barclays reduced its First Western Financial (MYFW) stake by 4.1% in Q2 2026, selling an estimated $12.4K and leaving 10,255 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #3439.

Barclays first reported a position in MYFW in Q2 2020 and has held it in 25 quarters since. The position peaked at $584K in Q4 2025. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • Barclays held 10,255 shares of First Western Financial worth $329K as of Q2 2026.
  • Barclays sold 437 First Western Financial shares in Q2 2026, an estimated $12.4K.
  • First Western Financial made up ﹤0.01% of Barclays's portfolio in Q2 2026, its #3439 holding.
  • Barclays first reported a position in First Western Financial in Q2 2020 and has held it in 25 quarters since.
  • Barclays's First Western Financial position peaked at $584K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Barclays's 13F filing for Q2 2026, filed 14 Aug 2026.