Wells Fargo
MYFW icon

Wells Fargo’s First Western Financial MYFW Stock Holding History

Wells Fargo’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 		$267K Buy
8,330
+4,194
+101% +$119K ﹤0.01% 5012
2026
Q1 		$102K Sell
4,136
-6,469
-61% -$164K ﹤0.01% 5100
2025
Q4 		$284K Buy
10,605
+3,299
+45% +$78.7K ﹤0.01% 4867
2025
Q3 		$168K Buy
7,306
+955
+15% +$21.8K ﹤0.01% 5032
2025
Q2 		$143K Buy
6,351
+365
+6% +$7.54K ﹤0.01% 4966
2025
Q1 		$118K Buy
5,986
+101
+2% +$1.98K ﹤0.01% 5021
2024
Q4 		$115K Buy
5,885
+1,110
+23% +$22.7K ﹤0.01% 5122
2024
Q3 		$95.5K Sell
4,775
-62
-1% -$1.13K ﹤0.01% 5046
2024
Q2 		$82.2K Buy
4,837
+408
+9% +$6.69K ﹤0.01% 5056
2024
Q1 		$64.6K Buy
4,429
+364
+9% +$5.74K ﹤0.01% 5156
2023
Q4 		$80.6K Buy
4,065
+488
+14% +$8.24K ﹤0.01% 5035
2023
Q3 		$64.9K Sell
3,577
-3,071
-46% -$60.8K ﹤0.01% 5038
2023
Q2 		$124K Buy
6,648
+1,649
+33% +$28.9K ﹤0.01% 4907
2023
Q1 		$99K Buy
4,999
+1,399
+39% +$34.6K ﹤0.01% 4808
2022
Q4 		$101K Sell
3,600
-767
-18% -$21.4K ﹤0.01% 4526
2022
Q3 		$107K Sell
4,367
-76
-2% -$2.07K ﹤0.01% 4568
2022
Q2 		$121K Buy
4,443
+51
+1% +$1.59K ﹤0.01% 4538
2022
Q1 		$137K Buy
4,392
+2,006
+84% +$65.1K ﹤0.01% 5175
2021
Q4 		$72K Buy
2,386
+2,350
+6,528% +$70.3K ﹤0.01% 5794
2021
Q3 		$1K Sell
36
-3
-8% -$80 ﹤0.01% 6750
2021
Q2 		$1K Sell
39
-26,077
-100% -$696K ﹤0.01% 6698
2021
Q1 		$653K Buy
26,116
+10,127
+63% +$212K ﹤0.01% 4537
2020
Q4 		$313K Buy
15,989
+2,159
+16% +$35.1K ﹤0.01% 4856
2020
Q3 		$179K Buy
13,830
+1,909
+16% +$26.1K ﹤0.01% 5010
2020
Q2 		$170K Buy
11,921
+5,195
+77% +$69.6K ﹤0.01% 4992
2020
Q1 		$90K Buy
6,726
+4,948
+278% +$81.4K ﹤0.01% 5111
2019
Q4 		$30K Buy
+1,778
New +$29.1K ﹤0.01% 5648

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

Wells Fargo's MYFW Position: Q2 2026 in Review

Wells Fargo increased its First Western Financial (MYFW) stake by 101% in Q2 2026, buying an estimated $119K and bringing the position to 8,330 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #5012.

Wells Fargo first reported a position in MYFW in Q4 2019 and has held it in 27 quarters since. The position peaked at $653K in Q1 2021. 103 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

  • Wells Fargo held 8,330 shares of First Western Financial worth $267K as of Q2 2026.
  • Wells Fargo bought 4,194 First Western Financial shares in Q2 2026, an estimated $119K.
  • First Western Financial made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #5012 holding.
  • Wells Fargo first reported a position in First Western Financial in Q4 2019 and has held it in 27 quarters since.
  • Wells Fargo's First Western Financial position peaked at $653K in Q1 2021.
  • 103 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.