Geode Capital Management
MYFW icon

Geode Capital Management’s First Western Financial MYFW Stock Holding History

Geode Capital Management’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 		$6.48M Buy
201,866
+22,824
+13% +$650K ﹤0.01% 2773
2026
Q1 		$4.4M Sell
179,042
-1,170
-0.6% -$29.7K ﹤0.01% 2799
2025
Q4 		$4.83M Sell
180,212
-215
-0.1% -$5.13K ﹤0.01% 2798
2025
Q3 		$4.15M Sell
180,427
-1,281
-0.7% -$29.2K ﹤0.01% 2879
2025
Q2 		$4.1M Buy
181,708
+6,431
+4% +$133K ﹤0.01% 2835
2025
Q1 		$3.44M Buy
175,277
+3,371
+2% +$66.1K ﹤0.01% 2841
2024
Q4 		$3.36M Sell
171,906
-2,664
-2% -$54.5K ﹤0.01% 2935
2024
Q3 		$3.49M Buy
174,570
+2,661
+2% +$48.5K ﹤0.01% 2934
2024
Q2 		$2.92M Buy
171,909
+8,296
+5% +$136K ﹤0.01% 2994
2024
Q1 		$2.39M Buy
163,613
+2,697
+2% +$42.5K ﹤0.01% 3052
2023
Q4 		$3.19M Buy
160,916
+13,454
+9% +$227K ﹤0.01% 2918
2023
Q3 		$2.68M Buy
147,462
+4,008
+3% +$79.4K ﹤0.01% 2969
2023
Q2 		$2.67M Buy
143,454
+4,614
+3% +$80.9K ﹤0.01% 3021
2023
Q1 		$2.75M Buy
138,840
+372
+0.3% +$9.19K ﹤0.01% 2904
2022
Q4 		$3.9M Buy
138,468
+10,374
+8% +$290K ﹤0.01% 2784
2022
Q3 		$3.16M Buy
128,094
+5,787
+5% +$158K ﹤0.01% 2915
2022
Q2 		$3.33M Buy
122,307
+66,311
+118% +$2.07M ﹤0.01% 2933
2022
Q1 		$1.75M Buy
55,996
+1,492
+3% +$48.4K ﹤0.01% 3321
2021
Q4 		$1.65M Hold
54,504
– – ﹤0.01% 3470
2021
Q3 		$1.58M Buy
54,504
+124
+0.2% +$3.32K ﹤0.01% 3464
2021
Q2 		$1.41M Sell
54,380
-23,144
-30% -$618K ﹤0.01% 3435
2021
Q1 		$1.94M Buy
77,524
+22,533
+41% +$472K ﹤0.01% 3264
2020
Q4 		$1.08M Buy
54,991
+2,127
+4% +$34.6K ﹤0.01% 3349
2020
Q3 		$684K Buy
52,864
+403
+0.8% +$5.52K ﹤0.01% 3334
2020
Q2 		$747K Buy
52,461
+39,832
+315% +$534K ﹤0.01% 3243
2020
Q1 		$168K Hold
12,629
– – ﹤0.01% 3603
2019
Q4 		$207K Buy
12,629
+610
+5% +$9.97K ﹤0.01% 3781
2019
Q3 		$205K Buy
+12,019
New +$175K ﹤0.01% 3754

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
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

Geode Capital Management's MYFW Position: Q2 2026 in Review

Geode Capital Management increased its First Western Financial (MYFW) stake by 13% in Q2 2026, buying an estimated $650K and bringing the position to 201,866 shares worth $6.48M. The position accounts for ﹤0.01% of the portfolio, ranked #2773.

Geode Capital Management first reported a position in MYFW in Q3 2019 and has held it in 28 quarters since. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • Geode Capital Management held 201,866 shares of First Western Financial worth $6.48M as of Q2 2026.
  • Geode Capital Management bought 22,824 First Western Financial shares in Q2 2026, an estimated $650K.
  • First Western Financial made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #2773 holding.
  • Geode Capital Management first reported a position in First Western Financial in Q3 2019 and has held it in 28 quarters since.
  • 104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.