Marshall Wace
MYFW icon

Marshall Wace’s First Western Financial MYFW Stock Holding History

Marshall Wace’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 		$524K Buy
+16,305
New +$464K ﹤0.01% 2499
2026
Q1 		– Sell
-47,873
Closed -$1.28M – 3525
2025
Q4 		$1.28M Sell
47,873
-37,524
-44% -$895K ﹤0.01% 1807
2025
Q3 		$1.97M Sell
85,397
-11,837
-12% -$270K ﹤0.01% 1637
2025
Q2 		$2.19M Buy
+97,234
New +$2.01M ﹤0.01% 1513

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

Marshall Wace's MYFW Position: Q2 2026 in Review

Marshall Wace opened a new position in First Western Financial (MYFW) in Q2 2026: 16,305 shares worth $524K. The stake represents ﹤0.01% of the portfolio and ranks #2499 among its holdings. This is a return to the name: Marshall Wace previously reported a position in MYFW as recently as Q4 2025.

Marshall Wace first reported a position in MYFW in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.19M in Q2 2025. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • Marshall Wace held 16,305 shares of First Western Financial worth $524K as of Q2 2026.
  • First Western Financial was a new Marshall Wace position in Q2 2026.
  • First Western Financial made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2499 holding.
  • Marshall Wace first reported a position in First Western Financial in Q2 2025 and has held it in 4 quarters since.
  • Marshall Wace's First Western Financial position peaked at $2.19M in Q2 2025.
  • 104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.