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
Q2 		$24M Buy
747,096
+226,767
+44% +$6.45M ﹤0.01% 998
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

Other funds holding MYFW

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
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

Wellington Management Group's MYFW Position: Q2 2026 in Review

Wellington Management Group increased its First Western Financial (MYFW) stake by 44% in Q2 2026, buying an estimated $6.45M and bringing the position to 747,096 shares worth $24M. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Wellington Management Group first reported a position in MYFW in Q3 2025 and has held it in 4 quarters since. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • Wellington Management Group held 747,096 shares of First Western Financial worth $24M as of Q2 2026.
  • Wellington Management Group bought 226,767 First Western Financial shares in Q2 2026, an estimated $6.45M.
  • First Western Financial made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #998 holding.
  • Wellington Management Group first reported a position in First Western Financial in Q3 2025 and has held it in 4 quarters since.
  • 104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.