Institutional Ownership First Western Financial Inc (MYFW)
This table provides information about the institutional ownership of First Western Financial Inc (MYFW). We have compiled data on the 73 institutions that hold shares in the stock, with a total of 5.85 Million shares, which have been reported (via 13F filing form) to have a value of $143 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Banc Funds CO LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
636,177
shares
|
$15.5 Million
2.25% of portfolio
|
Q4 2024
Reduced 11.93%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
509,507
shares
|
$12.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
401,490
shares
|
$9.81 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
North Reef Capital Management LP
Laguna Beach, CA |
May 15, 2025 Q1 2025 |
379,178
shares
|
$9.27 Million
0.32% of portfolio
|
Q1 2025
Added 21.37%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
369,564
shares
|
$9.03 Million
0.0% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Jacobs Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
325,177
shares
|
$7.95 Million
4.53% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Mendon Capital Advisors Corp
Rochester, NY |
May 20, 2025 Q1 2025 |
257,207
shares
|
$6.29 Million
2.34% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
250,684
shares
|
$6.13 Million
0.03% of portfolio
|
Q1 2025
Reduced 23.99%
|
|
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
May 14, 2025 Q1 2025 |
225,710
shares
|
$5.52 Million
1.12% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
May 15, 2025 Q1 2025 |
210,475
shares
|
$5.14 Million
0.3% of portfolio
|
Q1 2025
Reduced 40.79%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
201,321
shares
|
$4.92 Million
0.0% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
196,656
shares
|
$4.81 Million
0.1% of portfolio
|
Q4 2024
Added 120.04%
|
|
|
Basswood Capital Management, L.L.C.
New York, NY |
May 14, 2025 Q1 2025 |
196,498
shares
|
$4.8 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Tieton Capital Management, LLC
Yakima, WA |
May 12, 2025 Q1 2025 |
180,576
shares
|
$4.41 Million
1.62% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
175,277
shares
|
$4.28 Million
0.0% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
May 06, 2025 Q1 2025 |
158,544
shares
|
$3.87 Million
0.01% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
112,170
shares
|
$2.74 Million
0.11% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
108,413
shares
|
$2.65 Million
0.0% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
93,552
shares
|
$2.29 Million
0.06% of portfolio
|
Q1 2025
Added 54.73%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
80,245
shares
|
$1.96 Million
0.04% of portfolio
|
Q1 2025
Added 20.33%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
61,087
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
51,939
shares
|
$1.27 Million
0.54% of portfolio
|
Q1 2024
Reduced 10.36%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
45,316
shares
|
$1.11 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
40,626
shares
|
$992,899
0.0% of portfolio
|
Q1 2025
Added 122.68%
|
|
|
Sippican Capital Advisors
|
Apr 28, 2025 Q1 2025 |
40,070
shares
|
$979,310
0.64% of portfolio
|
Q1 2025
Added 61.93%
|