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 83 institutions that hold shares in the stock, with a total of 6.03 Million shares, which have been reported (via 13F filing form) to have a value of $141 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Reef Capital Management LP
Laguna Beach, CA |
Aug 14, 2025 Q2 2025 |
545,722
shares
|
$12.6 Million
0.56% of portfolio
|
Q2 2025
Added 43.92%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
509,507
shares
|
$11.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Banc Funds CO LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
490,521
shares
|
$11.3 Million
2.27% of portfolio
|
Q2 2025
Reduced 22.9%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
433,452
shares
|
$9.97 Million
0.0% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
357,464
shares
|
$8.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Jacobs Asset Management, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
340,000
shares
|
$7.82 Million
4.78% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Aug 14, 2025 Q2 2025 |
314,737
shares
|
$7.24 Million
0.48% of portfolio
|
Q2 2025
Added 49.54%
|
|
|
Mendon Capital Advisors Corp
Rochester, NY |
Aug 14, 2025 Q2 2025 |
280,524
shares
|
$6.45 Million
3.07% of portfolio
|
Q2 2025
Added 9.07%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
237,347
shares
|
$5.46 Million
0.0% of portfolio
|
Q2 2025
Added 17.89%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
197,056
shares
|
$4.53 Million
0.09% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Basswood Capital Management, L.L.C.
New York, NY |
Aug 14, 2025 Q2 2025 |
183,108
shares
|
$4.21 Million
0.19% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
181,708
shares
|
$4.18 Million
0.0% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Tieton Capital Management, LLC
Yakima, WA |
Aug 12, 2025 Q2 2025 |
179,341
shares
|
$4.13 Million
1.58% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
May 06, 2025 Q1 2025 |
158,544
shares
|
$3.65 Million
0.01% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
123,866
shares
|
$2.85 Million
0.0% of portfolio
|
Q2 2025
Added 14.25%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
112,665
shares
|
$2.59 Million
0.12% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
98,717
shares
|
$2.27 Million
0.05% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
97,234
shares
|
$2.24 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
82,533
shares
|
$1.9 Million
0.05% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
74,800
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
71,638
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2025
Added 76.34%
|
|
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
Aug 14, 2025 Q2 2025 |
67,877
shares
|
$1.56 Million
2.26% of portfolio
|
Q2 2025
Added 133.54%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
61,760
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
58,941
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Added 159.72%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
51,939
shares
|
$1.2 Million
0.57% of portfolio
|
Q1 2024
Reduced 10.36%
|