State Street
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State Street’s First Western Financial MYFW Stock Holding History

State Street’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 		$4.48M Buy
139,551
+10,232
+8% +$291K ﹤0.01% 3067
2026
Q1 		$3.18M Buy
129,319
+908
+0.7% +$23K ﹤0.01% 3142
2025
Q4 		$3.44M Buy
128,411
+113
+0.1% +$2.69K ﹤0.01% 3142
2025
Q3 		$2.95M Buy
128,298
+4,432
+4% +$101K ﹤0.01% 3209
2025
Q2 		$2.79M Buy
123,866
+15,453
+14% +$319K ﹤0.01% 3192
2025
Q1 		$2.13M Buy
108,413
+500
+0.5% +$9.81K ﹤0.01% 3222
2024
Q4 		$2.11M Sell
107,913
-4,355
-4% -$89.1K ﹤0.01% 3301
2024
Q3 		$2.25M Buy
112,268
+5,611
+5% +$102K ﹤0.01% 3290
2024
Q2 		$1.81M Sell
106,657
-838
-0.8% -$13.7K ﹤0.01% 3349
2024
Q1 		$1.57M Hold
107,495
– – ﹤0.01% 3355
2023
Q4 		$2.13M Sell
107,495
-9,053
-8% -$153K ﹤0.01% 3296
2023
Q3 		$2.12M Buy
116,548
+1,491
+1% +$29.5K ﹤0.01% 3302
2023
Q2 		$2.14M Buy
115,057
+4,754
+4% +$83.3K ﹤0.01% 3383
2023
Q1 		$2.18M Buy
110,303
+2,529
+2% +$62.5K ﹤0.01% 3312
2022
Q4 		$3.03M Buy
107,774
+4,338
+4% +$121K ﹤0.01% 3250
2022
Q3 		$2.55M Buy
103,436
+19,065
+23% +$520K ﹤0.01% 3336
2022
Q2 		$2.29M Buy
84,371
+55,147
+189% +$1.72M ﹤0.01% 3430
2022
Q1 		$914K Buy
29,224
+5,612
+24% +$182K ﹤0.01% 3838
2021
Q4 		$717K Buy
23,612
+12
+0.1% +$359 ﹤0.01% 3896
2021
Q3 		$684K Sell
23,600
-142
-0.6% -$3.8K ﹤0.01% 3881
2021
Q2 		$615K Sell
23,742
-74,875
-76% -$2M ﹤0.01% 3788
2021
Q1 		$2.47M Buy
98,617
+1,017
+1% +$21.3K ﹤0.01% 3353
2020
Q4 		$1.91M Buy
97,600
+24,973
+34% +$406K ﹤0.01% 3397
2020
Q3 		$941K Buy
72,627
+1,615
+2% +$22.1K ﹤0.01% 3456
2020
Q2 		$1.01M Buy
71,012
+58,112
+450% +$778K ﹤0.01% 3417
2020
Q1 		$172K Buy
12,900
+1,786
+16% +$29.4K ﹤0.01% 3586
2019
Q4 		$183K Buy
11,114
+961
+9% +$15.7K ﹤0.01% 3643
2019
Q3 		$174K Sell
10,153
-186
-2% -$2.71K ﹤0.01% 3622
2019
Q2 		$137K Sell
10,339
-207
-2% -$2.75K ﹤0.01% 3641
2019
Q1 		$138K Buy
+10,546
New +$142K ﹤0.01% 3610

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

State Street's MYFW Position: Q2 2026 in Review

State Street increased its First Western Financial (MYFW) stake by 7.9% in Q2 2026, buying an estimated $291K and bringing the position to 139,551 shares worth $4.48M. The position accounts for ﹤0.01% of the portfolio, ranked #3067.

State Street first reported a position in MYFW in Q1 2019 and has held it in 30 quarters since. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • State Street held 139,551 shares of First Western Financial worth $4.48M as of Q2 2026.
  • State Street bought 10,232 First Western Financial shares in Q2 2026, an estimated $291K.
  • First Western Financial made up ﹤0.01% of State Street's portfolio in Q2 2026, its #3067 holding.
  • State Street first reported a position in First Western Financial in Q1 2019 and has held it in 30 quarters since.
  • 104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.