MYFW · First Western Financial Inc · Shareholders & Ownership

$29.98 -0.16 (-0.53%) At close · Oct 23

Russell 2000 member Rebalance outlook locked

Market Cap

$292.76M

9.77M

Volume · Oct 23 53.16K Avg daily vol (3M) 49.53K

Every disclosed holder of MYFW in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns MYFW

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	104	6,707,730	68.69%	Yes
Insiders (Forms 3, 4, 5)	14	1,324,790	13.57%	Yes
13D/G-only blocks	1	763,141	7.82%	Yes
Remaining	—	969,468	9.93%	Rest
Registered funds (N-PORT, not summed)	129	1,937,767	19.84%	No

Shares outstanding: 9,765,129, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of MYFW

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Jul 31, 2026 Rule 13d-1(b), qualified institution, not summed	1,026,677	10.51%	+279,581	Jul 31, 2026	Rule 13d-1(b), qualified institution, not summed
1.1	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	747,096	7.65%	+226,767	Jun 30, 2026	carried, not yet filed for the newest quarter
2	Scott C. Wylie 13G CIK 1327607 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor	763,141	7.82%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor
3	North Reef Capital Management LP 13F CIK 1867831 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	742,630	7.60%	+26,021	Jun 30, 2026	carried, not yet filed for the newest quarter
4	Wylie Scott C Insider CIK 1745087 · Aug 31, 2026 Director, CHAIRMAN, CEO AND PRESIDENT, issuer-wide	742,312	7.60%	-10,000	Aug 31, 2026	Director, CHAIRMAN, CEO AND PRESIDENT, issuer-wide
5	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	542,706	5.56%	+46,345	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	227,479	2.33%	+19,423	Jun 30, 2026	iShares Trust, not summed
5.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	82,823	0.85%	+33,071	Jun 30, 2026	iShares Trust, not summed
5.3	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	32,429	0.33%	+816	Jun 30, 2026	iShares Trust, not summed
5.4	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	29,660	0.30%	+8,718	Jun 30, 2026	iShares Trust, not summed
5.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	14,390	0.15%	+114	Jun 30, 2026	Quantitative Master Series LLC, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	353,519	3.62%	-310	Jun 30, 2026	carried, not yet filed for the newest quarter
7	BANC FUNDS CO LLC 13F CIK 1029311 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	342,404	3.51%	-6,000	Jun 30, 2026	carried, not yet filed for the newest quarter
8	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	285,909	2.93%	+24,175	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	45,514	0.47%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	42,430	0.43%	+10,301	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	29,935	0.31%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
8.4	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	29,332	0.30%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.5	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	29,009	0.30%	-153	Jul 31, 2026	Dimensional ETF Trust, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	259,432	2.66%	0	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	ALGEBRIS (UK) LTD 13F CIK 1700286 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	259,090	2.65%	-84,959	Jun 30, 2026	carried, not yet filed for the newest quarter
11	MENDON CAPITAL ADVISORS CORP 13F CIK 1177043 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	215,815	2.21%	-37,521	Jun 30, 2026	carried, not yet filed for the newest quarter
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	201,866	2.07%	+22,824	Jun 30, 2026	carried, not yet filed for the newest quarter
13	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 13F CIK 1238990 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	195,000	2.00%	-53,195	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Curi Capital, LLC 13F CIK 1332905 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	190,422	1.95%	-6,634	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	RMB Mendon Financial Services Fund Fund S000002998 · Registered fund · Jun 30, 2026 RMB Investors Trust, not summed	190,000	1.95%	-6,656	Jun 30, 2026	RMB Investors Trust, not summed
15	Tieton Capital Management, LLC 13F CIK 1381954 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	187,274	1.92%	-2,820	Jun 30, 2026	carried, not yet filed for the newest quarter
16	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	176,866	1.81%	-30,063	Jun 30, 2026	carried, not yet filed for the newest quarter
17	DIAMOND HILL CAPITAL MANAGEMENT INC 13F CIK 1217541 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	170,824	1.75%	+10,992	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	DIAMOND HILL SMALL CAP FUND Fund S000003154 · Registered fund · Jun 30, 2026 Diamond Hill Funds, not summed	69,090	0.71%	-851	Jun 30, 2026	Diamond Hill Funds, not summed
18	Hamill Patrick H Insider CIK 1745027 · Jun 3, 2026 Director, issuer-wide	165,229	1.69%	+974	Jun 3, 2026	Director, issuer-wide
19	JACOBS ASSET MANAGEMENT, LLC 13F CIK 1351063 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	140,000	1.43%	-117,819	Jun 30, 2026	carried, not yet filed for the newest quarter
20	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	139,551	1.43%	+10,232	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	3,200	0.03%	+700	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
20.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	245	0.00%	+9	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
21	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	134,662	1.38%	+30,984	Jun 30, 2026	carried, not yet filed for the newest quarter
22	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	123,858	1.27%	-7,300	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	30,900	0.32%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
23	Gart Thomas A Insider CIK 1745025 · Jun 3, 2026 Director, issuer-wide	98,402	1.01%	+974	Jun 3, 2026	Director, issuer-wide
24	First Western Trust Bank 13F CIK 1513189 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	92,241	0.94%	-5,990	Jun 30, 2026	carried, not yet filed for the newest quarter
25	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	84,941	0.87%	-310	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	80,940	0.83%	-2,910	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Ultra-Small Company Fund Fund S000004423 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	20,831	0.21%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
26.2	Ultra-Small Company Market Fund Fund S000004424 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	12,651	0.13%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
26.3	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	12,500	0.13%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
27	Brevan Howard Capital Management LP 13F CIK 1512857 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	75,000	0.77%	-25,000	Jun 30, 2026	carried, not yet filed for the newest quarter
28	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	66,764	0.68%	+8,813	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,599	0.05%	+1,137	Jun 30, 2026	Northern Funds, not summed
29	Courkamp Julie A Insider CIK 1746056 · May 4, 2026 Director, CHIEF OPERATING OFFICER, issuer-wide	59,680	0.61%	+2,451	May 4, 2026	Director, CHIEF OPERATING OFFICER, issuer-wide
30	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	58,368	0.60%	+9,850	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Latimer Luke A Insider CIK 1518457 · Jun 3, 2026 Director, issuer-wide	57,547	0.59%	+974	Jun 3, 2026	Director, issuer-wide
32	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	57,358	0.59%	+39,258	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	56,618	0.58%	+56,618	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Rosenthal \| Henry Capital Advisors, Inc. 13F CIK 1697539 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	55,113	0.56%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Smith Mark L Insider CIK 1746537 · Jun 3, 2026 Director, issuer-wide	53,626	0.55%	+974	Jun 3, 2026	Director, issuer-wide
36	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	52,486	0.54%	+1,356	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Cherry Creek Investment Advisors, Inc. 13F CIK 1877829 · Registered investment adviser · Sep 30, 2026	49,939	0.51%	-2,000	Sep 30, 2026
38	SEI INVESTMENTS CO 13F CIK 350894 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	49,449	0.51%	-49,280	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	1,800	0.02%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
39	Round Rock Advisors LLC 13F CIK 1846991 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	47,431	0.49%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Sippican Capital Advisors 13F CIK 1557406 · Registered investment adviser · Sep 30, 2026	46,475	0.48%	0	Sep 30, 2026
41	Biltmore Family Office, LLC 13F CIK 1731123 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	45,316	0.46%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Duncan David R Insider CIK 1744991 · Jun 3, 2026 Director, issuer-wide	44,652	0.46%	+974	Jun 3, 2026	Director, issuer-wide
43	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	42,593	0.44%	+1,754	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
44	Zimlich Joseph C. Insider CIK 1745088 · Jun 3, 2026 Director, issuer-wide	42,079	0.43%	+974	Jun 3, 2026	Director, issuer-wide
45	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	37,507	0.38%	+3,736	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	11,343	0.12%	+286	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
45.2	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	10,900	0.11%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
46	Blackstone Alternative Multi-Strategy Fund Fund S000045538 · Registered fund · Jun 30, 2026 Blackstone Alternative Investment Funds, not summed	36,174	0.37%	+470	Jun 30, 2026	Blackstone Alternative Investment Funds, not summed
47	Trexquant Investment LP 13F CIK 1633445 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	34,218	0.35%	+22,856	Jun 30, 2026	carried, not yet filed for the newest quarter
48	ACUITAS US MICROCAP FUND Fund S000045890 · Registered fund · Jun 30, 2026 FORUM FUNDS II, not summed	34,051	0.35%	-3,043	Jun 30, 2026	FORUM FUNDS II, not summed
49	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	33,558	0.34%	-2,910	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	33,558	0.34%	-2,910	Jun 30, 2026	EA Series Trust, not summed
50	BOOTHBAY FUND MANAGEMENT, LLC 13F CIK 1549230 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	32,935	0.34%	-80,058	Jun 30, 2026	carried, not yet filed for the newest quarter

16 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 192 holders

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Key facts CIK 1327607 CUSIP 33751L105 13F (30d) 16 filings 16 filers Visit website Investor relations