First Western FinancialMYFW
13F holders, Q2 2026 (June 30)103holders +8
14new positions
4sold out
2famous investors
$31.91avg. 13F price*
At the end of Q2 2026, 103 institutions reported holding First Western Financial Inc. (MYFW) in their 13F filings, up 8 from Q1 2026. 14 opened new positions and 4 sold out. The largest holders were Wellington Management Group LLP ($24.0M), North Reef Capital Management LP ($23.8M) and BlackRock, Inc. ($17.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- First Western Financial Inc.
- CUSIP
- 33751L105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $5.7M |
| Exits | 4 | $1.0M |
All 13F filers, Q1 2026 → Q2 2026: 729,712 shares bought and 633,420 shares sold, net +96,292 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 103 holders
| Wellington Management Group LLP | 0.00% | Add +43.6% | 747,096 | $24.0M |
| North Reef Capital Management LP | 0.91% | Add +3.6% | 742,630 | $23.8M |
| BlackRock, Inc. | 0.00% | Add +9.3% | 542,706 | $17.4M |
| Vanguard Capital Management LLC | 0.00% | Reduce -0.1% | 353,519 | $11.4M |
| Banc Funds Co. LLC | 1.82% | Reduce -1.7% | 342,404 | $11.0M |
| Dimensional Fund Advisors LP | 0.00% | Add +9.2% | 285,909 | $9.2M |
| Algebris (uk) Ltd. | 0.55% | Reduce -24.7% | 259,090 | $8.3M |
| Mendon Capital Advisors Corp. | 2.45% | Reduce -14.8% | 215,815 | $6.9M |
| Geode Capital Management, LLC | 0.00% | Add +12.8% | 201,866 | $6.5M |
| Punch & Associates Investment Management, Inc. | 0.31% | Reduce -21.4% | 195,000 | $6.3M |
| Curi Capital, LLC | 0.09% | Reduce -3.4% | 190,422 | $6.1M |
| Tieton Capital Management, LLC | 1.73% | Reduce -1.5% | 187,274 | $6.0M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.04% | Add +6.9% | 170,824 | $5.5M |
| Jacobs Asset Management, LLC | 3.38% | Reduce -45.7% | 140,000 | $4.5M |
| State Street Corp. | 0.00% | Add +7.9% | 139,551 | $4.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -14.5% | 176,866 | $4.3M |
| Acadian Asset Management LLC | 0.01% | Add +29.9% | 134,662 | $4.3M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Reduce -5.6% | 123,858 | $4.0M |
| First Western Trust Bank | 0.14% | Reduce -6.1% | 92,241 | $3.0M |
| Bridgeway Capital Management, LLC | 0.05% | Reduce -3.5% | 80,940 | $2.6M |
| Brevan Howard Capital Management LP | 0.04% | Reduce -25.0% | 75,000 | $2.4M |
| Northern Trust Corp. | 0.00% | Add +15.2% | 66,764 | $2.1M |
| Vanguard Portfolio Management LLC | 0.00% | Add +20.3% | 58,368 | $1.9M |
| Renaissance Technologies | 0.00% | Add +216.9% | 57,358 | $1.8M |
| Qube Research & Technologies Ltd | 0.00% | New | 56,618 | $1.8M |
| Rosenthal | Henry Capital Advisors, Inc. | 1.55% | No change | 55,113 | $1.8M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +2.6% | 52,486 | $1.7M |
| Cherry Creek Investment Advisors, Inc. | 0.66% | No change | 51,939 | $1.7M |
| Sei Investments Co. | 0.00% | Reduce -49.9% | 49,449 | $1.6M |
| Round Rock Advisors LLC | 0.20% | No change | 47,431 | $1.5M |
| Sippican Capital Advisors | 0.91% | No change | 46,475 | $1.5M |
| Biltmore Family Office, LLC | 0.19% | No change | 45,316 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +11.1% | 37,507 | $1.2M |
| Trexquant Investment LP | 0.01% | Add +201.2% | 34,218 | $1.1M |
| Empowered Funds, LLC | 0.01% | Reduce -8.0% | 33,558 | $1.1M |
| Boothbay Fund Management, LLC | 0.02% | Reduce -70.8% | 32,935 | $1.1M |
| UBS Group AG | 0.00% | Add +9.8% | 31,688 | $1.0M |
| SummerHaven Investment Management, LLC | 0.54% | No change | 31,385 | $1.0M |
| First Trust Advisors LP | 0.00% | Add +3.8% | 28,985 | $931K |
| AQR Capital Management | 0.00% | Add +102.7% | 28,494 | $915K |
| CM Wealth Advisors LLC | 0.15% | New | 26,002 | $835K |
| Morgan Stanley | 0.00% | Reduce -7.0% | 25,484 | $818K |
| Raymond James Financial Inc. | 0.00% | No change | 25,000 | $803K |
| Nuveen, LLC | 0.00% | No change | 24,272 | $779K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +15.7% | 23,943 | $769K |
| Lido Advisors, LLC | 0.00% | Add +76.5% | 23,080 | $741K |
| Bank of New York Mellon Corp | 0.00% | Add +19.6% | 22,906 | $736K |
| Two Sigma Investments, LP | 0.00% | Add +92.2% | 22,743 | $730K |
| STRS Ohio | 0.00% | No change | 21,600 | $694K |
| American Century Companies Inc. | 0.00% | Add +34.4% | 18,921 | $608K |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.2% | 17,629 | $566K |
| PMC FIG Opportunities LLC | 0.88% | Reduce -80.5% | 17,065 | $548K |
| Marshall Wace, LLP | 0.00% | New | 16,305 | $524K |
| State of Wisconsin Investment Board | 0.00% | New | 15,916 | $511K |
| Quadrature Capital Ltd | 0.00% | New | 13,396 | $430K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 12,833 | $412K |
| ELCO Management Co., LLC | 0.16% | Reduce -22.8% | 11,388 | $366K |
| Bank of America Corp. | 0.00% | Reduce -6.0% | 11,326 | $364K |
| Rhumbline Advisers | 0.00% | Add +7.8% | 10,808 | $347K |
| Occudo Quantitative Strategies LP | 0.02% | New | 10,515 | $338K |
| Barclays PLC | 0.00% | Reduce -4.1% | 10,255 | $329K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 9,373 | $301K |
| XTX Topco Ltd | 0.00% | New | 8,676 | $279K |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 8,423 | $270K |
| Wells Fargo & Company | 0.00% | Add +101.4% | 8,330 | $267K |
| Deutsche Bank AG | 0.00% | Add +11.6% | 8,036 | $258K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 7,167 | $230K |
| T. Rowe Price Associates Inc. | 0.00% | New | 7,132 | $230K |
| MetLife Investment Management, LLC | 0.00% | No change | 4,620 | $148K |
| New York State Common Retirement Fund | 0.00% | Add +299.6% | 4,268 | $137K |
| Russell Investments Group, Ltd. | 0.00% | Add +388.8% | 4,111 | $132K |
| Citigroup Inc. | 0.00% | Add +897.5% | 4,010 | $129K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.8% | 4,002 | $129K |
| JPMorgan Chase & Co. | 0.00% | Add +9.6% | 3,687 | $119K |
| FMR LLC | 0.00% | Reduce -0.7% | 2,956 | $95K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 2,794 | $90K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 2,689 | $86K |
| Public Employees Retirement System of Ohio | 0.00% | New | 2,580 | $83K |
| BNP Paribas Financial Markets | 0.00% | Reduce -25.8% | 1,299 | $42K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -8.5% | 1,067 | $34K |
| Legal & General Group Plc | 0.00% | Add +21.2% | 910 | $29K |
| State of Alaska, Department of Revenue | 0.00% | No change | 696 | $22K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 592 | $19K |
| Royal Bank of Canada | 0.00% | Add +400.0% | 445 | $15K |
| Arax Advisory Partners | 0.00% | New | 197 | $6K |
| Sterling Capital Management LLC | 0.00% | Reduce -11.2% | 175 | $6K |
| Harbor Capital Advisors, Inc. | 0.00% | No change | 163 | $5K |
| Quarry LP | 0.00% | New | 149 | $5K |
| California State Teachers Retirement System | 0.00% | Reduce -74.1% | 116 | $4K |
| GAMMA Investing LLC | 0.00% | No change | 111 | $4K |
| Allworth Financial LP | 0.00% | Add +388.2% | 83 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +26.0% | 63 | $2K |
| IFP Advisors, Inc | 0.00% | Add +411.1% | 46 | $1K |
| Essential Partners LLC | 0.00% | Reduce -83.1% | 27 | $867 |
| PNC Financial Services Group, Inc. | 0.00% | No change | 20 | $642 |
| Rothschild Investment LLC | 0.00% | Add +500.0% | 18 | $578 |
| Farther Finance Advisors, LLC | 0.00% | Add +166.7% | 16 | $514 |
| Versant Capital Management, Inc | 0.00% | No change | 12 | $385 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 10 | $321 |
| Basecamp Wealth Advisors LLC | 0.00% | Add +60.0% | 8 | $257 |
"% of holder's portfolio" is MYFW's weight in each manager's 13F, not the share of First Western Financial Inc. the manager owns.