Mercer Global Advisors
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Mercer Global Advisors’s First Western Financial MYFW Stock Holding History

Mercer Global 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 		$34.5K Buy
+1,075
New +$30.6K ﹤0.01% 4528

Other funds holding MYFW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

Mercer Global Advisors's MYFW Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in First Western Financial (MYFW) in Q2 2026: 1,075 shares worth $34.5K. The stake represents ﹤0.01% of the portfolio and ranks #4528 among its holdings.

88 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • Mercer Global Advisors held 1,075 shares of First Western Financial worth $34.5K as of Q2 2026.
  • First Western Financial was a new Mercer Global Advisors position in Q2 2026.
  • First Western Financial made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #4528 holding.
  • 88 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.