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

Vanguard Portfolio 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 		$1.87M Buy
58,368
+9,850
+20% +$280K ﹤0.01% 2757
2026
Q1 		$1.19M Buy
+48,518
New +$1.23M ﹤0.01% 2751

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

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

Vanguard Portfolio Management increased its First Western Financial (MYFW) stake by 20% in Q2 2026, buying an estimated $280K and bringing the position to 58,368 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #2757.

Vanguard Portfolio Management first reported a position in MYFW in Q1 2026 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • Vanguard Portfolio Management held 58,368 shares of First Western Financial worth $1.87M as of Q2 2026.
  • Vanguard Portfolio Management bought 9,850 First Western Financial shares in Q2 2026, an estimated $280K.
  • First Western Financial made up ﹤0.01% of Vanguard Portfolio Management's portfolio in Q2 2026, its #2757 holding.
  • Vanguard Portfolio Management first reported a position in First Western Financial in Q1 2026 and has held it in 2 quarters since.
  • 103 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

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