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MYFW

First Western Financial Inc

Company with tickers: MYFW

CIK
1327607
CUSIP
33751L105
Shares Outstanding
9,728,968
13F Activity (30d)
80 filings 75 filers
Holders: 93
Total Value: $161,790,066
Total Shares: 6,582,186

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 93 13F filers · Δ vs Dec 31, 2025
Top Holder
10.9%
Jun 2023 → Mar 2026 · range 9.1% – 14.8%
+0.3 pts
Top 5
37.0%
Jun 2023 → Mar 2026 · range 36.0% – 47.3%
+1.0 pts
Top 10
57.7%
Jun 2023 → Mar 2026 · range 55.9% – 72.3%
+1.9 pts
HHI
453
Jun 2023 → Mar 2026 · range 430 – 658
Broadly held +23

Quarterly Activity

vs Dec 31, 2025
New
7
Increased
34
Decreased
30
Sold Out
8
Unchanged
22
Holder count: -1
Institutional value: -6.9%
Shares held: +1.5%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega WELLINGTON MANAGEMENT GROUP LLP +277,649 520,329
Large SEI INVESTMENTS CO +50,268 98,729
Mid Brevan Howard Capital Management LP +31,795 100,000
Mid North Reef Capital Management LP +30,655 716,609
Mega UBS Group AG +23,443 28,860

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mid BOOTHBAY FUND MANAGEMENT, LLC −42,184 112,993
Mid PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. −22,750 248,195
Large RENAISSANCE TECHNOLOGIES LLC −22,700 18,100
Micro PMC FIG Opportunities LLC −19,677 87,487
Mega TWO SIGMA INVESTMENTS, LP −18,919 11,836

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 353,829 $8,697,116
Mega VANGUARD FIDUCIARY TRUST CO 51,130 $1,256,775
Mega VANGUARD PORTFOLIO MANAGEMENT LLC 48,518 $1,192,572
Mid Concurrent Investment Advisors, LLC 9,373 $230,388
Mega Vanguard Global Advisers, LLC 2,689 $66,095

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 455,597 $12,214,555
Large MARSHALL WACE, LLP 47,873 $1,283,474
Micro Sippican Capital Advisors 47,825 $1,282,188
Mid LEVIN CAPITAL STRATEGIES, L.P. 43,432 $1,164,411
Small Permanent Capital Management, LP 21,000 $563,010
Filter: New 7 Increased 34 Reduced 30 Sold out 8 Unchanged 22
Showing 93 of 93
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mid North Reef Capital Management LP $17,614,249 10.89% 716,609
Mega WELLINGTON MANAGEMENT GROUP LLP $12,789,685 7.91% 520,329
Mega BlackRock, Inc. $12,200,549 7.54% 496,361
Mega VANGUARD CAPITAL MANAGEMENT LLC $8,697,116 5.38% 353,829
Small BANC FUNDS CO LLC $8,563,770 5.29% 348,404
Mid ALGEBRIS (UK) LTD $8,456,724 5.23% 344,049
Mega DIMENSIONAL FUND ADVISORS LP $6,433,420 3.98% 261,734
Small JACOBS ASSET MANAGEMENT, LLC $6,337,191 3.92% 257,819
Small MENDON CAPITAL ADVISORS CORP $6,226,997 3.85% 253,336
Mid PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $6,100,633 3.77% 248,195
Mega ALLIANCEBERNSTEIN L.P. $5,086,314 3.14% 206,929
Mid Curi Capital, LLC $4,843,636 2.99% 197,056
Small Tieton Capital Management, LLC $4,672,510 2.89% 190,094
Mega GEODE CAPITAL MANAGEMENT, LLC $4,400,851 2.72% 179,042
Large DIAMOND HILL CAPITAL MANAGEMENT INC $3,928,670 2.43% 159,832
Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $3,223,863 1.99% 131,158
Mega STATE STREET CORP $3,178,661 1.96% 129,319
Mid BOOTHBAY FUND MANAGEMENT, LLC $2,777,367 1.72% 112,993
Large ACADIAN ASSET MANAGEMENT LLC $2,548,405 1.58% 103,678
Mid Brevan Howard Capital Management LP $2,458,000 1.52% 100,000
Large SEI INVESTMENTS CO $2,426,758 1.50% 98,729
Mid First Western Trust Bank Bank $2,414,517 1.49% 98,231
Micro PMC FIG Opportunities LLC $2,150,430 1.33% 87,487
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $2,061,033 1.27% 83,850
Mega NORTHERN TRUST CORP Bank $1,424,434 0.88% 57,951
Micro Rosenthal | Henry Capital Advisors, Inc. $1,354,677 0.84% 55,113
Small Cherry Creek Investment Advisors, Inc. $1,276,660 0.79% 51,939
Mega VANGUARD FIDUCIARY TRUST CO Bank $1,256,775 0.78% 51,130
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $1,192,572 0.74% 48,518
Small Round Rock Advisors LLC $1,165,853 0.72% 47,431
Small Biltmore Family Office, LLC Family Office $1,113,867 0.69% 45,316
Large Empowered Funds, LLC $896,383 0.55% 36,468
Small Persistent Asset Partners Ltd $848,501 0.52% 34,520
Mega GOLDMAN SACHS GROUP INC $830,091 0.51% 33,771
Small SummerHaven Investment Management, LLC $771,443 0.48% 31,385
Mega UBS Group AG $709,377 0.44% 28,860
Mega FIRST TRUST ADVISORS LP $686,076 0.42% 27,912
Mega MORGAN STANLEY $673,563 0.42% 27,403
Mega RAYMOND JAMES FINANCIAL INC $614,500 0.38% 25,000
Mega Nuveen, LLC $596,605 0.37% 24,272
Large STRS OHIO $530,928 0.33% 21,600
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $508,806 0.31% 20,700
Mega Bank of New York Mellon Corp Bank $470,903 0.29% 19,158
Mega AMERIPRISE FINANCIAL INC $467,020 0.29% 19,000
Large RENAISSANCE TECHNOLOGIES LLC $444,898 0.27% 18,100
Micro ELCO Management Co., LLC $362,456 0.22% 14,746
Mega AMERICAN CENTURY COMPANIES INC $346,037 0.21% 14,078
Mega AQR CAPITAL MANAGEMENT LLC $345,617 0.21% 14,061
Large Lido Advisors, LLC $321,481 0.20% 13,079
Mega BANK OF AMERICA CORP /DE/ Bank $296,262 0.18% 12,053
Mega TWO SIGMA INVESTMENTS, LP $290,928 0.18% 11,836
Large Trexquant Investment LP $279,277 0.17% 11,362
Mega BARCLAYS PLC $262,809 0.16% 10,692
Mega RHUMBLINE ADVISERS $246,537 0.15% 10,030
Mid Concurrent Investment Advisors, LLC $230,388 0.14% 9,373
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $207,037 0.13% 8,423
Mega DEUTSCHE BANK AG\ Bank $176,926 0.11% 7,198
Large LOS ANGELES CAPITAL MANAGEMENT LLC $166,013 0.10% 6,754
Large MetLife Investment Management, LLC $113,559 0.07% 4,620
Mega WELLS FARGO & COMPANY/MN $101,662 0.06% 4,136
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $96,623 0.06% 3,931
Mega JPMORGAN CHASE & CO $82,711 0.05% 3,365
Mega FMR LLC $73,198 0.05% 2,978
Large Police & Firemen's Retirement System of New Jersey Pension $68,676 0.04% 2,794
Mega Vanguard Global Advisers, LLC $66,095 0.04% 2,689
Mega BNP PARIBAS ARBITRAGE, SA $43,039 0.03% 1,751
Mid Tower Research Capital LLC (TRC) $28,660 0.02% 1,166
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $26,251 0.02% 1,068
Large Russell Investments Group, Ltd. $20,670 0.01% 841
Mega Legal & General Group Plc $18,459 0.01% 751
Large CWM, LLC $17,673 0.01% 719
Mid State of Alaska, Department of Revenue $17,107 0.01% 696
Mid Ameritas Investment Partners, Inc. $14,551 0.01% 592
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $11,011 0.01% 448
Mega CITIGROUP INC $9,880 0.01% 402
Mid Sterling Capital Management LLC $4,842 0.00% 197
Mid HARBOR CAPITAL ADVISORS, INC. $4,006 0.00% 163
Small Essential Partners LLC $3,932 0.00% 160
Mid GAMMA Investing LLC $2,728 0.00% 111
Mega ROYAL BANK OF CANADA Bank $2,187 0.00% 89
Mid Optiver Holding B.V. $1,917 0.00% 78
Mid EverSource Wealth Advisors, LLC $1,227 0.00% 50
Mega PNC FINANCIAL SERVICES GROUP, INC. $491 0.00% 20
Mid Allworth Financial LP $417 0.00% 17
Small Versant Capital Management, Inc $294 0.00% 12
Large NISA INVESTMENT ADVISORS, LLC $245 0.00% 10
Micro True Wealth Design, LLC $221 0.00% 9
Mid IFP Advisors, Inc $221 0.00% 9
Mid Farther Finance Advisors, LLC $147 0.00% 6
Mid MAI Capital Management $122 0.00% 5
Small Root Financial Partners, LLC $98 0.00% 4
Mid ROTHSCHILD INVESTMENT LLC $73 0.00% 3
Small Sunbelt Securities, Inc. Broker-Dealer $24 0.00% 1

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