HCA
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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
Q2 		$5K Hold
163
– – ﹤0.01% 1136
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

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

Harbor Capital Advisors's MYFW Position: Q2 2026 in Review

Harbor Capital Advisors held its First Western Financial (MYFW) position steady in Q2 2026 at 163 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Harbor Capital Advisors first reported a position in MYFW in Q3 2024 and has held it in 8 quarters since. 103 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • Harbor Capital Advisors held 163 shares of First Western Financial worth $5K as of Q2 2026.
  • Harbor Capital Advisors left its First Western Financial share count unchanged in Q2 2026.
  • First Western Financial made up ﹤0.01% of Harbor Capital Advisors's portfolio in Q2 2026, its #1136 holding.
  • Harbor Capital Advisors first reported a position in First Western Financial in Q3 2024 and has held it in 8 quarters since.
  • 103 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Harbor Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.