Wellington Management Group
MYFW icon

Wellington Management Group’s First Western Financial MYFW Stock Holding History

Wellington Management 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
2026
Q1 		$12.8M Buy
520,329
+277,649
+114% +$7.04M ﹤0.01% 1172
2025
Q4 		$6.51M Buy
242,680
+131,955
+119% +$3.15M ﹤0.01% 1350
2025
Q3 		$2.55M Buy
+110,725
New +$2.53M ﹤0.01% 1575

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AU
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JAM
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MCA
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PAIM
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