First Western FinancialMYFW
13F holders, Q2 2024 (June 30)63holders +6
7new positions
2sold out
1famous investor
$17.14avg. 13F price*
At the end of Q2 2024, 63 institutions reported holding First Western Financial Inc. (MYFW) in their 13F filings, up 6 from Q1 2024. 7 opened new positions and 2 sold out. The largest holders were Banc Funds Co. LLC ($12.8M), BlackRock Inc. ($8.7M) and Vanguard Group Inc. ($6.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Western Financial Inc.
- CUSIP
- 33751L105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.5M |
| Exits | 2 | $60K |
All 13F filers, Q1 2024 → Q2 2024: 384,012 shares bought and 292,511 shares sold, net +91,501 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Banc Funds Co. LLC | 1.52% | Reduce -1.5% | 755,007 | $12.8M |
| BlackRock Inc. | 0.00% | Reduce -0.1% | 509,507 | $8.7M |
| Vanguard Group Inc. | 0.00% | Add +6.7% | 394,189 | $6.7M |
| Wasatch Advisors LP | 0.03% | No change | 363,990 | $6.2M |
| Alliancebernstein L.P. | 0.00% | Add +4.1% | 343,670 | $5.8M |
| Punch & Associates Investment Management, Inc. | 0.34% | Reduce -2.3% | 338,837 | $5.8M |
| FJ Capital Management LLC | 0.60% | Reduce -8.8% | 336,833 | $5.7M |
| North Reef Capital Management LP | 0.23% | Reduce -25.7% | 298,530 | $5.1M |
| Strategic Value Bank Partners LLC | 2.81% | Add +12.9% | 249,226 | $4.2M |
| Kennedy Capital Management LLC | 0.07% | Reduce -22.1% | 191,876 | $3.3M |
| Geode Capital Management, LLC | 0.00% | Add +5.1% | 171,909 | $2.9M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.01% | Reduce -4.0% | 161,588 | $2.7M |
| Dimensional Fund Advisors LP | 0.00% | Add +7.5% | 159,563 | $2.7M |
| Jacobs Asset Management, LLC | 1.71% | New | 158,435 | $2.7M |
| Tieton Capital Management, LLC | 1.43% | Add +0.2% | 151,405 | $2.6M |
| Mendon Capital Advisors Corp. | 1.23% | Add +128.3% | 71,415 | $2.0M |
| First Western Trust Bank | 0.09% | Reduce -6.5% | 113,194 | $1.9M |
| State Street Corp. | 0.00% | Reduce -0.8% | 106,657 | $1.8M |
| Curi Capital, LLC | 0.03% | Add +70.2% | 71,415 | $1.2M |
| Northern Trust Corp. | 0.00% | Reduce -2.6% | 65,792 | $1.1M |
| Cherry Creek Investment Advisors, Inc. | 0.46% | No change | 51,939 | $883K |
| Cresset Asset Management, LLC | 0.00% | No change | 45,316 | $770K |
| Bridgeway Capital Management, LLC | 0.02% | Reduce -3.5% | 42,138 | $716K |
| Stifel Financial Corp. | 0.00% | Reduce -48.9% | 39,383 | $670K |
| Goldman Sachs Group Inc. | 0.00% | Add +75.1% | 36,787 | $625K |
| STRS Ohio | 0.00% | Reduce -8.9% | 28,500 | $485K |
| Nuveen Asset Management, LLC | 0.00% | Add +7.2% | 27,338 | $465K |
| Raymond James & Associates | 0.00% | No change | 25,000 | $425K |
| Bank of New York Mellon Corp | 0.00% | Add +2.3% | 22,959 | $390K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 20,962 | $356K |
| Empowered Funds, LLC | 0.01% | Reduce -6.8% | 20,787 | $353K |
| Invesco Ltd. | 0.00% | Reduce -17.2% | 18,204 | $309K |
| Citadel Advisors | 0.00% | New | 17,263 | $293K |
| Lido Advisors, LLC | 0.00% | No change | 13,924 | $237K |
| Bank of America Corp. | 0.00% | Add +34.0% | 12,360 | $210K |
| HSBC Holdings PLC | 0.00% | New | 12,368 | $210K |
| Rhumbline Advisers | 0.00% | Reduce -2.9% | 11,949 | $203K |
| ELCO Management Co., LLC | 0.11% | New | 11,414 | $194K |
| Two Sigma Advisers, LP | 0.00% | Reduce -0.9% | 10,500 | $179K |
| UBS Group AG | 0.00% | Add +5.6% | 8,424 | $143K |
| Barclays PLC | 0.00% | Reduce -10.7% | 8,274 | $141K |
| Morgan Stanley | 0.00% | Reduce -26.0% | 8,031 | $137K |
| Royal Bank of Canada | 0.00% | Add +8.4% | 7,351 | $125K |
| Deutsche Bank AG | 0.00% | Reduce -2.3% | 7,035 | $120K |
| New York State Common Retirement Fund | 0.00% | Reduce -0.0% | 5,568 | $95K |
| Wells Fargo & Company | 0.00% | Add +9.2% | 4,837 | $82K |
| MetLife Investment Management, LLC | 0.00% | New | 4,620 | $79K |
| Corebridge Financial, Inc. | 0.00% | — | 4,293 | $73K |
| Acadian Asset Management LLC | 0.00% | No change | 3,867 | $65K |
| JPMorgan Chase & Co. | 0.00% | Reduce -66.3% | 3,561 | $61K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 3,254 | $55K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +7.7% | 2,412 | $41K |
| BNP Paribas Financial Markets | 0.00% | Reduce -48.9% | 2,027 | $34K |
| Citigroup Inc. | 0.00% | Add +23.0% | 1,904 | $32K |
| Legal & General Group Plc | 0.00% | Add +8.9% | 719 | $12K |
| FMR LLC | 0.00% | Add +68.0% | 697 | $12K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 592 | $10K |
| California State Teachers Retirement System | 0.00% | Reduce -28.3% | 578 | $10K |
| Amalgamated Bank | 0.00% | No change | 274 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 12 | $204 |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -60.0% | 10 | $170 |
| Farther Finance Advisors, LLC | 0.00% | New | 5 | $85 |
| Cwm, LLC | 0.00% | New | 13 | $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.