First Western FinancialMYFW
13F holders, Q1 2024 (March 31)57holders
$14.71avg. 13F price*
At the end of Q1 2024, 57 institutions reported holding First Western Financial Inc. (MYFW) in their 13F filings. The largest holders were Banc Funds Co. LLC ($11.2M), BlackRock Inc. ($7.4M) and North Reef Capital Management LP ($5.9M).
- Company
- First Western Financial Inc.
- CUSIP
- 33751L105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $4.5M |
| Exits | 7 | $4.3M |
Ownership 57 holders
| Banc Funds Co. LLC | 1.26% | Add +1.1% | 766,386 | $11.2M |
| BlackRock Inc. | 0.00% | Reduce -4.5% | 510,210 | $7.4M |
| North Reef Capital Management LP | 0.31% | Reduce -9.4% | 401,832 | $5.9M |
| Vanguard Group Inc. | 0.00% | Add +1.2% | 369,313 | $5.4M |
| FJ Capital Management LLC | 0.55% | No change | 369,263 | $5.4M |
| Wasatch Advisors LP | 0.03% | Add +14.5% | 363,990 | $5.3M |
| Punch & Associates Investment Management, Inc. | 0.29% | Add +29.8% | 346,915 | $5.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.4% | 330,023 | $4.8M |
| Kennedy Capital Management LLC | 0.07% | Reduce -18.7% | 246,196 | $3.6M |
| Strategic Value Bank Partners LLC | 2.10% | New | 220,663 | $3.2M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.01% | Add +4.0% | 168,354 | $2.5M |
| Geode Capital Management, LLC | 0.00% | Add +1.7% | 163,613 | $2.4M |
| Tieton Capital Management, LLC | 1.16% | Reduce -1.1% | 151,150 | $2.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +3.2% | 148,443 | $2.2M |
| First Western Trust Bank | 0.08% | No change | 121,120 | $1.8M |
| State Street Corp. | 0.00% | No change | 107,495 | $1.6M |
| Mendon Capital Advisors Corp. | 0.66% | Reduce -45.2% | 31,277 | $1.2M |
| Stifel Financial Corp. | 0.00% | No change | 77,000 | $1.1M |
| Northern Trust Corp. | 0.00% | Add +6.1% | 67,552 | $985K |
| Cherry Creek Investment Advisors, Inc. | 0.41% | Reduce -10.4% | 51,939 | $757K |
| Cresset Asset Management, LLC | 0.00% | New | 45,316 | $661K |
| Bridgeway Capital Management, LLC | 0.01% | Reduce -49.2% | 43,655 | $636K |
| Curi Capital, LLC | 0.01% | Add +112.7% | 41,967 | $612K |
| STRS Ohio | 0.00% | Add +158.7% | 31,300 | $456K |
| Nuveen Asset Management, LLC | 0.00% | No change | 25,505 | $372K |
| Raymond James & Associates | 0.00% | No change | 25,000 | $365K |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.5% | 22,449 | $327K |
| Empowered Funds, LLC | 0.01% | Add +7.6% | 22,304 | $325K |
| Invesco Ltd. | 0.00% | New | 21,977 | $320K |
| Goldman Sachs Group Inc. | 0.00% | New | 21,014 | $306K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 20,962 | $306K |
| Lido Advisors, LLC | 0.00% | No change | 13,924 | $203K |
| Rhumbline Advisers | 0.00% | Add +2.3% | 12,299 | $179K |
| Morgan Stanley | 0.00% | Reduce -30.1% | 10,855 | $158K |
| Two Sigma Advisers, LP | 0.00% | No change | 10,600 | $155K |
| JPMorgan Chase & Co. | 0.00% | Add +21.6% | 10,564 | $154K |
| Barclays PLC | 0.00% | Reduce -31.1% | 9,270 | $135K |
| Bank of America Corp. | 0.00% | Reduce -39.2% | 9,223 | $134K |
| UBS Group AG | 0.00% | Add +1.0% | 7,975 | $116K |
| Deutsche Bank AG | 0.00% | Add +9.8% | 7,201 | $105K |
| Royal Bank of Canada | 0.00% | Reduce -24.2% | 6,780 | $99K |
| New York State Common Retirement Fund | 0.00% | No change | 5,569 | $81K |
| Wells Fargo & Company | 0.00% | Add +8.9% | 4,429 | $65K |
| BNP Paribas Financial Markets | 0.00% | Add +67.5% | 3,968 | $58K |
| American International Group, Inc. | 0.00% | Reduce -0.8% | 3,950 | $58K |
| Acadian Asset Management LLC | 0.00% | No change | 3,867 | $56K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +328.9% | 2,239 | $33K |
| Citigroup Inc. | 0.00% | Add +23.8% | 1,548 | $23K |
| California State Teachers Retirement System | 0.00% | Reduce -38.9% | 806 | $12K |
| Legal & General Group Plc | 0.00% | No change | 660 | $10K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 592 | $9K |
| FMR LLC | 0.00% | Add +371.6% | 415 | $6K |
| Amalgamated Bank | 0.00% | Reduce -62.7% | 274 | $4K |
| Russell Investments Group, Ltd. | 0.00% | No change | 189 | $3K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 25 | $365 |
| Versant Capital Management, Inc | 0.00% | No change | 12 | $175 |
| Covestor Ltd | 0.00% | Reduce -43.6% | 22 | $0 |
"% of holder's portfolio" is MYFW's weight in each manager's 13F, not the share of First Western Financial Inc. the manager owns.