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 91 institutions that hold shares in the stock, with a total of 6.32 Million shares, which have been reported (via 13F filing form) to have a value of $146 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Reef Capital Management LP
Laguna Beach, CA |
Nov 14, 2025 Q3 2025 |
617,824
shares
|
$14.3 Million
0.69% of portfolio
|
Q3 2025
Added 13.21%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
509,507
shares
|
$11.8 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
427,427
shares
|
$9.88 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Banc Funds CO LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
414,629
shares
|
$9.58 Million
2.23% of portfolio
|
Q3 2025
Reduced 15.47%
|
|
|
Algebris (Uk) LTD
London, X0 |
Oct 31, 2025 Q3 2025 |
315,449
shares
|
$7.29 Million
0.96% of portfolio
|
Q3 2025
New holding
|
|
|
Jacobs Asset Management, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
314,959
shares
|
$7.28 Million
4.34% of portfolio
|
Q3 2025
Reduced 7.36%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2025 Q3 2025 |
311,502
shares
|
$7.2 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Mendon Capital Advisors Corp
Rochester, NY |
Nov 14, 2025 Q3 2025 |
253,336
shares
|
$5.85 Million
2.24% of portfolio
|
Q3 2025
Reduced 9.69%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
250,077
shares
|
$5.78 Million
0.0% of portfolio
|
Q3 2025
Added 5.36%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
199,483
shares
|
$4.61 Million
0.0% of portfolio
|
Q3 2025
Reduced 44.19%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
197,056
shares
|
$4.55 Million
0.08% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Tieton Capital Management, LLC
Yakima, WA |
Nov 12, 2025 Q3 2025 |
181,876
shares
|
$4.2 Million
1.65% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
180,427
shares
|
$4.17 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
156,282
shares
|
$3.61 Million
0.06% of portfolio
|
Q3 2025
Added 58.31%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
Nov 05, 2025 Q3 2025 |
153,379
shares
|
$3.54 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
130,798
shares
|
$3.02 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
128,298
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
Nov 14, 2025 Q3 2025 |
120,111
shares
|
$2.78 Million
4.17% of portfolio
|
Q3 2025
Added 76.95%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
110,725
shares
|
$2.56 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
109,503
shares
|
$2.53 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
94,025
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2025
Added 31.25%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
85,397
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.17%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
77,758
shares
|
$1.8 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
62,300
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.71%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
62,014
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2025
Added 0.41%
|
|