Northern Trust
MYFW icon

Northern Trust’s First Western Financial MYFW Stock Holding History

Northern Trust’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 		$2.14M Buy
66,764
+8,813
+15% +$251K ﹤0.01% 3097
2026
Q1 		$1.42M Buy
57,951
+2,457
+4% +$62.3K ﹤0.01% 3150
2025
Q4 		$1.49M Sell
55,494
-6,520
-11% -$155K ﹤0.01% 3167
2025
Q3 		$1.43M Buy
62,014
+254
+0.4% +$5.8K ﹤0.01% 3215
2025
Q2 		$1.39M Buy
61,760
+673
+1% +$13.9K ﹤0.01% 3204
2025
Q1 		$1.2M Sell
61,087
-2,858
-4% -$56K ﹤0.01% 3199
2024
Q4 		$1.25M Sell
63,945
-1,077
-2% -$22K ﹤0.01% 3287
2024
Q3 		$1.3M Sell
65,022
-770
-1% -$14K ﹤0.01% 3235
2024
Q2 		$1.12M Sell
65,792
-1,760
-3% -$28.9K ﹤0.01% 3196
2024
Q1 		$985K Buy
67,552
+3,879
+6% +$61.1K ﹤0.01% 3314
2023
Q4 		$1.26M Buy
63,673
+169
+0.3% +$2.85K ﹤0.01% 3230
2023
Q3 		$1.15M Buy
63,504
+557
+0.9% +$11K ﹤0.01% 3243
2023
Q2 		$1.17M Sell
62,947
-289
-0.5% -$5.07K ﹤0.01% 3296
2023
Q1 		$1.25M Sell
63,236
-56
-0.1% -$1.38K ﹤0.01% 3143
2022
Q4 		$1.78M Sell
63,292
-8,296
-12% -$232K ﹤0.01% 3057
2022
Q3 		$1.76M Sell
71,588
-460
-0.6% -$12.6K ﹤0.01% 3084
2022
Q2 		$1.96M Buy
72,048
+52,504
+269% +$1.64M ﹤0.01% 3081
2022
Q1 		$611K Buy
19,544
+8,316
+74% +$270K ﹤0.01% 3661
2021
Q4 		$341K Hold
11,228
– – ﹤0.01% 3960
2021
Q3 		$324K Sell
11,228
-648
-5% -$17.3K ﹤0.01% 3940
2021
Q2 		$307K Sell
11,876
-48,927
-80% -$1.31M ﹤0.01% 3923
2021
Q1 		$1.52M Sell
60,803
-2,924
-5% -$61.3K ﹤0.01% 3390
2020
Q4 		$1.25M Sell
63,727
-2,017
-3% -$32.8K ﹤0.01% 3421
2020
Q3 		$851K Buy
65,744
+45,534
+225% +$623K ﹤0.01% 3455
2020
Q2 		$288K Buy
+20,210
New +$271K ﹤0.01% 3672
2019
Q1 		– Sell
-36,971
Closed -$433K – 4251
2018
Q4 		$433K Buy
+36,971
New +$499K ﹤0.01% 3583

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

Northern Trust's MYFW Position: Q2 2026 in Review

Northern Trust increased its First Western Financial (MYFW) stake by 15% in Q2 2026, buying an estimated $251K and bringing the position to 66,764 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #3097.

Northern Trust first reported a position in MYFW in Q4 2018 and has held it in 26 quarters since. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • Northern Trust held 66,764 shares of First Western Financial worth $2.14M as of Q2 2026.
  • Northern Trust bought 8,813 First Western Financial shares in Q2 2026, an estimated $251K.
  • First Western Financial made up ﹤0.01% of Northern Trust's portfolio in Q2 2026, its #3097 holding.
  • Northern Trust first reported a position in First Western Financial in Q4 2018 and has held it in 26 quarters since.
  • 104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Northern Trust's 13F filing for Q2 2026, filed 13 Aug 2026.