First Western Financial Inc
MYFW- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001327607
In the last 90 days, First Western Financial Inc insiders filed 0 open-market purchases and 1 sale; 103 institutions reported holding it in 13F filings for Q2 2026, worth $214.6M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in First Western Financial Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 103
- +10 vs. Q1 2026
- Shares held
- 6.72M
- +96.3K (+1.5%) vs. Q1 2026
- Total value
- $214.6M
- +$51.2M (+31.3%) vs. Q1 2026
- New holders
- 14
- 38 more added
- Sold out
- 4
- 30 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MYFW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 103 | $214.6M |
| Q1 2026 | 95 | $163.4M |
| Q4 2025 | 94 | $173.7M |
| Q3 2025 | 92 | $146.0M |
| Q2 2025 | 83 | $135.7M |
| Q1 2025 | 71 | $114.2M |
| Q4 2024 | 67 | $115.2M |
| Q3 2024 | 71 | $112.3M |
| Q2 2024 | 63 | $95.4M |
| Q1 2024 | 57 | $81.1M |
| Q4 2023 | 60 | $107.3M |
| Q3 2023 | 58 | $96.0M |
| Q2 2023 | 59 | $94.9M |
| Q1 2023 | 59 | $96.7M |
| Q4 2022 | 62 | $137.3M |
| Q3 2022 | 64 | $120.1M |
| Q2 2022 | 70 | $130.2M |
| Q1 2022 | 61 | $136.1M |
| Q4 2021 | 53 | $121.5M |
| Q3 2021 | 48 | $107.8M |
| Q2 2021 | 50 | $94.5M |
| Q1 2021 | 56 | $95.3M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding First Western Financial Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 747,096 | $24.0M | 0.00% | +226,767+43.6% | Added |
| North Reef Capital Management LP | 742,630 | $23.8M | 0.91% | +26,021+3.6% | Added |
| BlackRock, Inc. | 542,706 | $17.4M | 0.00% | +46,345+9.3% | Added |
| Vanguard Capital Management LLC | 353,519 | $11.4M | 0.00% | −310−0.1% | Reduced |
| Banc Funds Co LLC | 342,404 | $11.0M | 1.82% | −6,000−1.7% | Reduced |
| Dimensional Fund Advisors LP | 285,909 | $9.18M | 0.00% | +24,175+9.2% | Added |
| Algebris (UK) Ltd | 259,090 | $8.29M | 0.55% | −84,959−24.7% | Reduced |
| Mendon Capital Advisors Corp | 215,815 | $6.93M | 2.45% | −37,521−14.8% | Reduced |
| Geode Capital Management, LLC | 201,866 | $6.48M | 0.00% | +22,824+12.7% | Added |
| Punch & Associates Investment Management, Inc. | 195,000 | $6.26M | 0.31% | −53,195−21.4% | Reduced |
| RMB Capital Management, LLC | 190,422 | $6.11M | 0.09% | −6,634−3.4% | Reduced |
| Tieton Capital Management, LLC | 187,274 | $6.01M | 1.73% | −2,820−1.5% | Reduced |
| Diamond Hill Capital Management Inc | 170,824 | $5.49M | 0.04% | +10,992+6.9% | Added |
| Jacobs Asset Management, LLC | 140,000 | $4.50M | 3.38% | −117,819−45.7% | Reduced |
| State Street Corp | 139,551 | $4.48M | 0.00% | +10,232+7.9% | Added |
| Alliancebernstein L.P. | 176,866 | $4.35M | 0.00% | −30,063−14.5% | Reduced |
| Acadian Asset Management LLC | 134,662 | $4.32M | 0.01% | +30,984+29.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 123,858 | $3.98M | 0.01% | −7,300−5.6% | Reduced |
| First Western Trust Bank | 92,241 | $2.96M | 0.14% | −5,990−6.1% | Reduced |
| Bridgeway Capital Management, LLC | 80,940 | $2.60M | 0.05% | −2,910−3.5% | Reduced |
| Brevan Howard Capital Management LP | 75,000 | $2.41M | 0.03% | −25,000−25.0% | Reduced |
| Northern Trust Corp | 66,764 | $2.14M | 0.00% | +8,813+15.2% | Added |
| Vanguard Portfolio Management LLC | 58,368 | $1.87M | 0.00% | +9,850+20.3% | Added |
| Renaissance Technologies LLC | 57,358 | $1.84M | 0.00% | +39,258+216.9% | Added |
| Qube Research & Technologies Ltd | 56,618 | $1.82M | 0.00% | +56,618 | New |
| John W. Rosenthal Capital Management, Inc. | 55,113 | $1.77M | 1.55% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 52,486 | $1.69M | 0.00% | +1,356+2.7% | Added |
| Cherry Creek Investment Advisors, Inc. | 51,939 | $1.67M | 0.66% | 00.0% | Unchanged |
| SEI Investments Co | 49,449 | $1.59M | 0.00% | −49,280−49.9% | Reduced |
| Round Rock Advisors, LLC | 47,431 | $1.52M | 0.20% | 00.0% | Unchanged |
| Sippican Capital Advisors | 46,475 | $1.49M | 0.91% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 45,316 | $1.46M | 0.19% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 37,507 | $1.20M | 0.00% | +3,736+11.1% | Added |
| Trexquant Investment LP | 34,218 | $1.10M | 0.01% | +22,856+201.2% | Added |
| Empowered Funds, LLC | 33,558 | $1.08M | 0.01% | −2,910−8.0% | Reduced |
| Boothbay Fund Management, LLC | 32,935 | $1.06M | 0.02% | −80,058−70.9% | Reduced |
| UBS Group AG | 31,688 | $1.02M | 0.00% | +2,828+9.8% | Added |
| SummerHaven Investment Management, LLC | 31,385 | $1.01M | 0.54% | 00.0% | Unchanged |
| First Trust Advisors LP | 28,985 | $930.7K | 0.00% | +1,073+3.8% | Added |
| AQR Capital Management LLC | 28,494 | $914.9K | 0.00% | +14,433+102.6% | Added |
| CM Wealth Advisors LLC | 26,002 | $834.9K | 0.15% | +26,002 | New |
| Morgan Stanley | 25,484 | $818.3K | 0.00% | −1,919−7.0% | Reduced |
| Raymond James Financial Inc | 25,000 | $802.8K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 24,272 | $779.4K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 23,943 | $768.8K | 0.00% | +3,243+15.7% | Added |
| Lido Advisors, LLC | 23,080 | $741.1K | 0.00% | +10,001+76.5% | Added |
| Bank of New York Mellon Corp | 22,906 | $735.5K | 0.00% | +3,748+19.6% | Added |
| Two Sigma Investments, LP | 22,743 | $730.3K | 0.00% | +10,907+92.2% | Added |
| STRS Ohio | 21,600 | $693.6K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 18,921 | $607.6K | 0.00% | +4,843+34.4% | Added |
| Ameriprise Financial Inc | 17,629 | $566.1K | 0.00% | −1,371−7.2% | Reduced |
| PMC FIG Opportunities LLC | 17,065 | $548.0K | 0.88% | −70,422−80.5% | Reduced |
| Marshall Wace, LLP | 16,305 | $523.6K | 0.00% | +16,305 | New |
| State of Wisconsin Investment Board | 15,916 | $511.1K | 0.00% | +15,916 | New |
| Quadrature Capital Ltd | 13,396 | $430.1K | 0.00% | +13,396 | New |
| Jacobs Levy Equity Management, Inc | 12,833 | $412.1K | 0.00% | +12,833 | New |
| ELCO Management Co., LLC | 11,388 | $365.7K | 0.16% | −3,358−22.8% | Reduced |
| Bank of America Corp | 11,326 | $363.7K | 0.00% | −727−6.0% | Reduced |
| Rhumbline Advisers | 10,808 | $347.0K | 0.00% | +778+7.8% | Added |
| Occudo Quantitative Strategies LP | 10,515 | $337.6K | 0.02% | +10,515 | New |
| Barclays PLC | 10,255 | $329.3K | 0.00% | −437−4.1% | Reduced |
| Concurrent Investment Advisors, LLC | 9,373 | $301.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 8,676 | $278.6K | 0.00% | +8,676 | New |
| Arrowstreet Capital, Limited Partnership | 8,423 | $270.5K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 8,330 | $267.5K | 0.00% | +4,194+101.4% | Added |
| Deutsche Bank AG | 8,036 | $258.0K | 0.00% | +838+11.6% | Added |
| Price T Rowe Associates Inc | 7,132 | $230.0K | 0.00% | +7,132 | New |
| Cambridge Investment Research Advisors, Inc. | 7,167 | $230.0K | 0.00% | +7,167 | New |
| MetLife Investment Management | 4,620 | $148.3K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,268 | $137.0K | 0.00% | +3,200+299.6% | Added |
| Russell Investments Group, Ltd. | 4,111 | $132.0K | 0.00% | +3,270+388.8% | Added |
| Citigroup Inc | 4,010 | $128.8K | 0.00% | +3,608+897.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,002 | $128.5K | 0.00% | +71+1.8% | Added |
| JPMorgan Chase & Co | 3,687 | $118.6K | 0.00% | +322+9.6% | Added |
| FMR LLC | 2,956 | $94.9K | 0.00% | −22−0.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,794 | $89.7K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 2,689 | $86.3K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,580 | $82.8K | 0.00% | +2,580 | New |
| BNP Paribas Arbitrage, SA | 1,299 | $41.7K | 0.00% | −452−25.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,067 | $34.3K | 0.00% | −99−8.5% | Reduced |
| Legal & General Group Plc | 910 | $29.2K | 0.00% | +159+21.2% | Added |
| State of Alaska, Department of Revenue | 696 | $22.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 592 | $19.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 445 | $15.0K | 0.00% | +356+400.0% | Added |
| SRS Capital Advisors, Inc. | 197 | $6.33K | 0.00% | +197 | New |
| Sterling Capital Management LLC | 175 | $5.62K | 0.00% | −22−11.2% | Reduced |
| Harbor Capital Advisors, Inc. | 163 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 149 | $4.78K | 0.00% | +149 | New |
| California State Teachers Retirement System | 116 | $3.73K | 0.00% | −332−74.1% | Reduced |
| GAMMA Investing LLC | 111 | $3.56K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 83 | $2.67K | 0.00% | +66+388.2% | Added |
| EverSource Wealth Advisors, LLC | 63 | $2.02K | 0.00% | +13+26.0% | Added |
| IFP Advisors, Inc | 46 | $1.48K | 0.00% | +37+411.1% | Added |
| Essential Partners LLC | 27 | $867 | 0.00% | −133−83.1% | Reduced |
| The PNC Financial Services Group, Inc. | 20 | $642 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 18 | $578 | 0.00% | +15+500.0% | Added |
| Farther Finance Advisors, LLC | 16 | $514 | 0.00% | +10+166.7% | Added |
| Versant Capital Management, Inc | 12 | $385 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 10 | $321 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 8 | $257 | 0.00% | +3+60.0% | Added |