Fidelity Investments
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Fidelity Investments’s First Western Financial MYFW Stock Holding History

Fidelity Investments’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 		$94.9K Sell
2,956
-22
-0.7% -$626 ﹤0.01% 3998
2026
Q1 		$73.2K Sell
2,978
-355
-11% -$9.01K ﹤0.01% 3943
2025
Q4 		$89.4K Buy
3,333
+373
+13% +$8.89K ﹤0.01% 3817
2025
Q3 		$68.2K Sell
2,960
-184
-6% -$4.2K ﹤0.01% 3836
2025
Q2 		$70.9K Buy
3,144
+12
+0.4% +$248 ﹤0.01% 3747
2025
Q1 		$61.5K Buy
3,132
+17
+0.5% +$333 ﹤0.01% 3767
2024
Q4 		$60.9K Sell
3,115
-2
-0.1% -$41 ﹤0.01% 3755
2024
Q3 		$62.3K Buy
3,117
+2,420
+347% +$44.1K ﹤0.01% 3689
2024
Q2 		$11.8K Buy
697
+282
+68% +$4.62K ﹤0.01% 4271
2024
Q1 		$6.05K Buy
415
+327
+372% +$5.16K ﹤0.01% 4449
2023
Q4 		$1.75K Sell
88
-817
-90% -$13.8K ﹤0.01% 4680
2023
Q3 		$16.4K Buy
905
+36
+4% +$713 ﹤0.01% 3913
2023
Q2 		$16.2K Sell
869
-252
-22% -$4.42K ﹤0.01% 3958
2023
Q1 		$22.2K Buy
1,121
+1,022
+1,032% +$25.3K ﹤0.01% 3802
2022
Q4 		$2.79K Buy
99
+77
+350% +$2.15K ﹤0.01% 4429
2022
Q3 		$1K Buy
+22
New +$600 ﹤0.01% 4709
2021
Q4 		– Sell
-15
Closed – – 4728
2021
Q3 		$0 Buy
+15
New +$401 ﹤0.01% 4781

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

Fidelity Investments's MYFW Position: Q2 2026 in Review

Fidelity Investments reduced its First Western Financial (MYFW) stake by 0.74% in Q2 2026, selling an estimated $626 and leaving 2,956 shares worth $94.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3998.

Fidelity Investments first reported a position in MYFW in Q3 2021 and has held it in 17 quarters since. 103 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • Fidelity Investments held 2,956 shares of First Western Financial worth $94.9K as of Q2 2026.
  • Fidelity Investments sold 22 First Western Financial shares in Q2 2026, an estimated $626.
  • First Western Financial made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3998 holding.
  • Fidelity Investments first reported a position in First Western Financial in Q3 2021 and has held it in 17 quarters since.
  • 103 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.