Marshall Wace

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 Q1	–	Sell	-47,873	Closed	-$1.28M	–	3530
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

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

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

Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return