Vanguard Capital Management
MYFW icon

Vanguard Capital Management’s First Western Financial MYFW Stock Holding History

Vanguard Capital Management’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 		$11.4M Sell
353,519
-310
-0.1% -$8.82K ﹤0.01% 2744
2026
Q1 		$8.7M Buy
+353,829
New +$8.97M ﹤0.01% 2808

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
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

Vanguard Capital Management's MYFW Position: Q2 2026 in Review

Vanguard Capital Management reduced its First Western Financial (MYFW) stake by 0.09% in Q2 2026, selling an estimated $8.82K and leaving 353,519 shares worth $11.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2744.

Vanguard Capital Management first reported a position in MYFW in Q1 2026 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • Vanguard Capital Management held 353,519 shares of First Western Financial worth $11.4M as of Q2 2026.
  • Vanguard Capital Management sold 310 First Western Financial shares in Q2 2026, an estimated $8.82K.
  • First Western Financial made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #2744 holding.
  • Vanguard Capital Management first reported a position in First Western Financial in Q1 2026 and has held it in 2 quarters since.
  • 104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.