Legal & General Group
MYFW icon

Legal & General Group’s First Western Financial MYFW Stock Holding History

Legal & General Group’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 		$29.2K Buy
910
+159
+21% +$4.53K ﹤0.01% 2961
2026
Q1 		$18.5K Sell
751
-59
-7% -$1.5K ﹤0.01% 2989
2025
Q4 		$21.7K Hold
810
– – ﹤0.01% 2986
2025
Q3 		$18.6K Hold
810
– – ﹤0.01% 3067
2025
Q2 		$18.3K Buy
810
+91
+13% +$1.88K ﹤0.01% 3049
2025
Q1 		$14.1K Hold
719
– – ﹤0.01% 3067
2024
Q4 		$14.1K Hold
719
– – ﹤0.01% 3159
2024
Q3 		$14.4K Hold
719
– – ﹤0.01% 3170
2024
Q2 		$12.2K Buy
719
+59
+9% +$967 ﹤0.01% 3240
2024
Q1 		$9.62K Hold
660
– – ﹤0.01% 3210
2023
Q4 		$13.1K Sell
660
-119
-15% -$2.01K ﹤0.01% 3182
2023
Q3 		$14.1K Hold
779
– – ﹤0.01% 3167
2023
Q2 		$14.5K Hold
779
– – ﹤0.01% 3239
2023
Q1 		$15.4K Hold
779
– – ﹤0.01% 3135
2022
Q4 		$21.9K Buy
779
+121
+18% +$3.38K ﹤0.01% 3132
2022
Q3 		$16K Hold
658
– – ﹤0.01% 3257
2022
Q2 		$18K Buy
+658
New +$20.5K ﹤0.01% 3275
2021
Q2 		– Sell
-549
Closed -$14K – 3593
2021
Q1 		$14K Hold
549
– – ﹤0.01% 3281
2020
Q4 		$11K Hold
549
– – ﹤0.01% 3310
2020
Q3 		$7K Sell
549
-236
-30% -$3.23K ﹤0.01% 3346
2020
Q2 		$11K Buy
+785
New +$10.5K ﹤0.01% 3288

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

Legal & General Group's MYFW Position: Q2 2026 in Review

Legal & General Group increased its First Western Financial (MYFW) stake by 21% in Q2 2026, buying an estimated $4.53K and bringing the position to 910 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2961.

Legal & General Group first reported a position in MYFW in Q2 2020 and has held it in 21 quarters since. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • Legal & General Group held 910 shares of First Western Financial worth $29.2K as of Q2 2026.
  • Legal & General Group bought 159 First Western Financial shares in Q2 2026, an estimated $4.53K.
  • First Western Financial made up ﹤0.01% of Legal & General Group's portfolio in Q2 2026, its #2961 holding.
  • Legal & General Group first reported a position in First Western Financial in Q2 2020 and has held it in 21 quarters since.
  • 104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Legal & General Group's 13F filing for Q2 2026, filed 14 Aug 2026.