JACOBS LEVY EQUITY MANAGEMENT, INC

Position in MYFW — First Western Financial Inc

CIK 884414 FLORHAM PARK, NJ

Position in MYFW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$412,067

+$195,453 QoQ

Shares Held

12,833

+66.8% QoQ

Ownership

0.131%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#55

of 102 holders

Holding Since

Sep 2020

11 quarters on record

Voting authority Sole 64% Shared 0% None 36%

Financial Services · as of Jun 30, 2026

JACOBS LEVY EQUITY MANAGEMENT, INC holds $589,894,661 across 67 Banks - Regional names. MYFW ranks #62 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NU	Nu Holdings Ltd.	10,819,790	$144,552,394
2	BPOP	Popular, Inc.	806,838	$132,466,662
3	CFR	Cullen/Frost Bankers, Inc.	269,564	$41,653,029
4	BKU	BankUnited, Inc.	635,888	$30,808,773
5	FBP	First Bancorp /Pr/	1,170,379	$30,511,780
6	TCBI	Texas Capital Bancshares Inc/Tx	263,636	$27,223,053
7	WAL	Western Alliance Bancorporation	283,685	$23,318,907
8	ZION	Zions Bancorporation, National Association /Ut/	284,068	$19,654,664

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$412,067	12,833	+66.8%	Shares	Sole	2026-08-14
2022-12-31	$216,614	7,695	-52.1%	Shares	Sole	2023-02-14
2022-09-30	$395,903	16,061	+37.8%	Shares	Sole	2022-11-15
2022-06-30	$316,926	11,656	-46.8%	Shares	Sole	2022-08-15
2022-03-31	$685,000	21,913	-16.7%	Shares	Sole	2022-05-16
2021-12-31	$798,346	26,296	-0.6%	Shares	Sole	2022-02-14
2021-09-30	$763,515	26,465	-7.2%	Shares	Sole	2021-11-15
2021-06-30	$738,667	28,531	+7.1%	Shares	Sole	2021-08-16
2021-03-31	$666,341	26,643	+61.9%	Shares	Sole	2021-05-17
2020-12-31	$322,024	16,455	+31.1%	Shares	Sole	2021-02-16
2020-09-30	$162,587	12,555	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.