Vanguard Group
MYFW icon

Vanguard Group’s First Western Financial MYFW Stock Holding History

Vanguard Group’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
2025
Q4 		$12.2M Buy
455,597
+28,170
+7% +$672K ﹤0.01% 2863
2025
Q3 		$9.84M Sell
427,427
-6,025
-1% -$137K ﹤0.01% 2988
2025
Q2 		$9.78M Buy
433,452
+31,962
+8% +$660K ﹤0.01% 2918
2025
Q1 		$7.89M Sell
401,490
-1,895
-0.5% -$37.2K ﹤0.01% 2975
2024
Q4 		$7.89M Buy
403,385
+1,759
+0.4% +$36K ﹤0.01% 3070
2024
Q3 		$8.03M Buy
401,626
+7,437
+2% +$135K ﹤0.01% 3063
2024
Q2 		$6.7M Buy
394,189
+24,876
+7% +$408K ﹤0.01% 3117
2024
Q1 		$5.38M Buy
369,313
+4,415
+1% +$69.6K ﹤0.01% 3274
2023
Q4 		$7.24M Buy
364,898
+7,897
+2% +$133K ﹤0.01% 3128
2023
Q3 		$6.48M Buy
357,001
+7,420
+2% +$147K ﹤0.01% 3136
2023
Q2 		$6.5M Sell
349,581
-18,755
-5% -$329K ﹤0.01% 3178
2023
Q1 		$7.29M Buy
368,336
+11,155
+3% +$276K ﹤0.01% 3120
2022
Q4 		$10.1M Buy
357,181
+11,193
+3% +$312K ﹤0.01% 2944
2022
Q3 		$8.53M Sell
345,988
-7,236
-2% -$198K ﹤0.01% 3033
2022
Q2 		$9.6M Buy
353,224
+86,255
+32% +$2.69M ﹤0.01% 3009
2022
Q1 		$8.35M Buy
266,969
+13,855
+5% +$450K ﹤0.01% 3252
2021
Q4 		$7.68M Sell
253,114
-345
-0.1% -$10.3K ﹤0.01% 3375
2021
Q3 		$7.31M Buy
253,459
+7,298
+3% +$195K ﹤0.01% 3420
2021
Q2 		$6.37M Buy
246,161
+16,589
+7% +$443K ﹤0.01% 3458
2021
Q1 		$5.74M Buy
229,572
+31,022
+16% +$650K ﹤0.01% 3457
2020
Q4 		$3.88M Buy
198,550
+10,011
+5% +$163K ﹤0.01% 3469
2020
Q3 		$2.44M Sell
188,539
-169
-0.1% -$2.31K ﹤0.01% 3431
2020
Q2 		$2.69M Buy
188,708
+15,106
+9% +$202K ﹤0.01% 3348
2020
Q1 		$2.45M Hold
173,602
– – ﹤0.01% 3244
2019
Q4 		$2.86M Buy
173,602
+4,434
+3% +$72.5K ﹤0.01% 3349
2019
Q3 		$2.89M Buy
169,168
+81,159
+92% +$1.18M ﹤0.01% 3320
2019
Q2 		$1.17M Buy
88,009
+18,600
+27% +$248K ﹤0.01% 3632
2019
Q1 		$910K Buy
69,409
+33,533
+93% +$452K ﹤0.01% 3648
2018
Q4 		$420K Buy
35,876
+16,616
+86% +$224K ﹤0.01% 3767
2018
Q3 		$337K Buy
+19,260
New +$342K ﹤0.01% 3918

Other funds holding MYFW

NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vanguard Group's MYFW Position: Q4 2025 in Review

Vanguard Group increased its First Western Financial (MYFW) stake by 6.6% in Q4 2025, buying an estimated $672K and bringing the position to 455,597 shares worth $12.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2863.

Vanguard Group first reported a position in MYFW in Q3 2018 and has held it in 30 quarters since. 94 funds tracked by Wall St. Rank hold MYFW as of Q4 2025.

  • Vanguard Group held 455,597 shares of First Western Financial worth $12.2M as of Q4 2025.
  • Vanguard Group bought 28,170 First Western Financial shares in Q4 2025, an estimated $672K.
  • First Western Financial made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #2863 holding.
  • Vanguard Group first reported a position in First Western Financial in Q3 2018 and has held it in 30 quarters since.
  • 94 funds tracked by Wall St. Rank held First Western Financial as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.