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Harbor Capital Advisors’s First Western Financial MYFW Stock Holding History

Harbor Capital Advisors’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
Q1 		$4K Buy
163
+40
+33% +$1.01K ﹤0.01% 1157
2025
Q4 		$3K Sell
123
-2
-2% -$48 ﹤0.01% 1237
2025
Q3 		$3K Buy
125
+5
+4% +$114 ﹤0.01% 1255
2025
Q2 		$3K Buy
120
+3
+3% +$62 ﹤0.01% 1281
2025
Q1 		$2K Buy
117
+1
+0.9% +$20 ﹤0.01% 1354
2024
Q4 		$2K Buy
116
+49
+73% +$1K ﹤0.01% 1282
2024
Q3 		$1K Buy
+67
New +$1.22K ﹤0.01% 1331

Other funds holding MYFW

NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Harbor Capital Advisors's MYFW Position: Q1 2026 in Review

Harbor Capital Advisors increased its First Western Financial (MYFW) stake by 33% in Q1 2026, buying an estimated $1.01K and bringing the position to 163 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Harbor Capital Advisors first reported a position in MYFW in Q3 2024 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold MYFW as of Q1 2026.

  • Harbor Capital Advisors held 163 shares of First Western Financial worth $4K as of Q1 2026.
  • Harbor Capital Advisors bought 40 First Western Financial shares in Q1 2026, an estimated $1.01K.
  • First Western Financial made up ﹤0.01% of Harbor Capital Advisors's portfolio in Q1 2026, its #1157 holding.
  • Harbor Capital Advisors first reported a position in First Western Financial in Q3 2024 and has held it in 7 quarters since.
  • 95 funds tracked by Wall St. Rank held First Western Financial as of Q1 2026.

Based on Harbor Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.