Morgan Stanley
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Morgan Stanley’s First Western Financial MYFW Stock Holding History

Morgan Stanley’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 		$818K Sell
25,484
-1,919
-7% -$54.6K ﹤0.01% 5307
2026
Q1 		$674K Sell
27,403
-7,907
-22% -$201K ﹤0.01% 5331
2025
Q4 		$947K Sell
35,310
-1,010
-3% -$24.1K ﹤0.01% 5215
2025
Q3 		$836K Buy
36,320
+8,346
+30% +$190K ﹤0.01% 5255
2025
Q2 		$631K Buy
27,974
+6,890
+33% +$142K ﹤0.01% 5353
2025
Q1 		$414K Sell
21,084
-252
-1% -$4.94K ﹤0.01% 5414
2024
Q4 		$417K Sell
21,336
-1,642
-7% -$33.6K ﹤0.01% 5499
2024
Q3 		$460K Buy
22,978
+14,947
+186% +$272K ﹤0.01% 5442
2024
Q2 		$137K Sell
8,031
-2,824
-26% -$46.3K ﹤0.01% 5847
2024
Q1 		$158K Sell
10,855
-4,678
-30% -$73.7K ﹤0.01% 5808
2023
Q4 		$308K Buy
15,533
+7,582
+95% +$128K ﹤0.01% 5537
2023
Q3 		$144K Sell
7,951
-1,671
-17% -$33.1K ﹤0.01% 5721
2023
Q2 		$179K Buy
9,622
+1,945
+25% +$34.1K ﹤0.01% 5693
2023
Q1 		$152K Buy
7,677
+2,585
+51% +$63.9K ﹤0.01% 5832
2022
Q4 		$143K Sell
5,092
-7,957
-61% -$222K ﹤0.01% 5809
2022
Q3 		$323K Buy
13,049
+6,706
+106% +$183K ﹤0.01% 5490
2022
Q2 		$173K Sell
6,343
-532
-8% -$16.6K ﹤0.01% 5974
2022
Q1 		$215K Buy
6,875
+3,258
+90% +$106K ﹤0.01% 5878
2021
Q4 		$110K Buy
3,617
+27
+0.8% +$808 ﹤0.01% 6384
2021
Q3 		$103K Sell
3,590
-1,170
-25% -$31.3K ﹤0.01% 6359
2021
Q2 		$123K Sell
4,760
-2,644
-36% -$70.6K ﹤0.01% 6258
2021
Q1 		$185K Sell
7,404
-15,842
-68% -$332K ﹤0.01% 5699
2020
Q4 		$455K Buy
23,246
+4,657
+25% +$75.7K ﹤0.01% 5138
2020
Q3 		$241K Sell
18,589
-1,248
-6% -$17.1K ﹤0.01% 5015
2020
Q2 		$283K Buy
19,837
+1,931
+11% +$25.9K ﹤0.01% 4901
2020
Q1 		$253K Hold
17,906
– – ﹤0.01% 4771
2019
Q4 		$295K Hold
17,906
– – ﹤0.01% 5231
2019
Q3 		$306K Hold
17,906
– – ﹤0.01% 4922
2019
Q2 		$237K Hold
17,906
– – ﹤0.01% 4954
2019
Q1 		$235K Sell
17,906
-17
-0.1% -$229 ﹤0.01% 4973
2018
Q4 		$210K Buy
17,923
+15,332
+592% +$207K ﹤0.01% 5264
2018
Q3 		$45K Buy
+2,591
New +$46K ﹤0.01% 5904

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

Morgan Stanley's MYFW Position: Q2 2026 in Review

Morgan Stanley reduced its First Western Financial (MYFW) stake by 7% in Q2 2026, selling an estimated $54.6K and leaving 25,484 shares worth $818K. The position accounts for ﹤0.01% of the portfolio, ranked #5307.

Morgan Stanley first reported a position in MYFW in Q3 2018 and has held it in 32 quarters since. The position peaked at $947K in Q4 2025. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • Morgan Stanley held 25,484 shares of First Western Financial worth $818K as of Q2 2026.
  • Morgan Stanley sold 1,919 First Western Financial shares in Q2 2026, an estimated $54.6K.
  • First Western Financial made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5307 holding.
  • Morgan Stanley first reported a position in First Western Financial in Q3 2018 and has held it in 32 quarters since.
  • Morgan Stanley's First Western Financial position peaked at $947K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.