First Western FinancialMYFW
13F holders, Q3 2024 (September 30)71holders +8
9new positions
3sold out
1famous investor
$20.00avg. 13F price*
At the end of Q3 2024, 71 institutions reported holding First Western Financial Inc. (MYFW) in their 13F filings, up 8 from Q2 2024. 9 opened new positions and 3 sold out. The largest holders were Banc Funds Co. LLC ($14.4M), BlackRock, Inc. ($10.5M) and Wasatch Advisors LP ($8.9M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.4M |
| Exits | 3 | $488K |
All 13F filers, Q2 2024 → Q3 2024: 433,367 shares bought and 408,835 shares sold, net +24,532 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| Banc Funds Co. LLC | 1.57% | Reduce -4.3% | 722,320 | $14.4M |
| BlackRock, Inc. | 0.00% | — | 527,380 | $10.5M |
| Wasatch Advisors LP | 0.04% | Add +22.5% | 446,009 | $8.9M |
| Vanguard Group Inc. | 0.00% | Add +1.9% | 401,626 | $8.0M |
| Alliancebernstein L.P. | 0.00% | Add +2.3% | 351,564 | $7.0M |
| Punch & Associates Investment Management, Inc. | 0.39% | Add +2.7% | 347,915 | $7.0M |
| North Reef Capital Management LP | 0.28% | Add +1.6% | 303,421 | $6.1M |
| Strategic Value Bank Partners LLC | 3.06% | No change | 249,226 | $5.0M |
| Jacobs Asset Management, LLC | 2.75% | Add +31.4% | 208,114 | $4.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +11.7% | 178,246 | $3.6M |
| Geode Capital Management, LLC | 0.00% | Add +1.6% | 174,570 | $3.5M |
| Tieton Capital Management, LLC | 1.56% | Reduce -0.4% | 150,790 | $3.0M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.01% | Reduce -12.5% | 141,416 | $2.8M |
| Kennedy Capital Management LLC | 0.06% | Reduce -28.9% | 136,432 | $2.7M |
| First Western Trust Bank | 0.11% | Add +6.2% | 120,157 | $2.4M |
| State Street Corp. | 0.00% | Add +5.3% | 112,268 | $2.2M |
| FJ Capital Management LLC | 0.22% | Reduce -68.7% | 105,611 | $2.1M |
| Mendon Capital Advisors Corp. | 1.32% | Add +43.1% | 102,166 | $2.0M |
| Curi Capital, LLC | 0.04% | Add +25.1% | 89,374 | $1.8M |
| Northern Trust Corp. | 0.00% | Reduce -1.2% | 65,022 | $1.3M |
| Rhino Investment Partners, Inc | 0.25% | New | 54,941 | $1.1M |
| Cherry Creek Investment Advisors, Inc. | 0.54% | No change | 51,939 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +33.8% | 49,208 | $984K |
| Bridgeway Capital Management, LLC | 0.02% | Add +11.3% | 46,915 | $938K |
| Cresset Asset Management, LLC | 0.00% | No change | 45,316 | $906K |
| Boothbay Fund Management, LLC | 0.02% | New | 34,475 | $690K |
| Nuveen Asset Management, LLC | 0.00% | Add +3.0% | 28,148 | $563K |
| STRS Ohio | 0.00% | Reduce -7.0% | 26,500 | $530K |
| Raymond James & Associates | 0.00% | No change | 25,000 | $500K |
| Morgan Stanley | 0.00% | Add +186.1% | 22,978 | $460K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +7.6% | 22,554 | $451K |
| Empowered Funds, LLC | 0.01% | Add +5.2% | 21,859 | $437K |
| Stifel Financial Corp. | 0.00% | Reduce -49.6% | 19,853 | $397K |
| Barclays PLC | 0.00% | Add +112.5% | 17,583 | $352K |
| Bank of New York Mellon Corp | 0.00% | Reduce -27.6% | 16,617 | $332K |
| Citadel Advisors | 0.00% | Reduce -9.5% | 15,618 | $312K |
| PMC FIG Opportunities LLC | 0.48% | New | 15,525 | $311K |
| Lido Advisors, LLC | 0.00% | No change | 13,924 | $278K |
| JPMorgan Chase & Co. | 0.00% | Add +284.0% | 13,674 | $273K |
| Sippican Capital Advisors | 0.19% | New | 13,600 | $272K |
| HSBC Holdings PLC | 0.00% | Add +12.6% | 13,923 | $271K |
| ELCO Management Co., LLC | 0.14% | Add +12.1% | 12,792 | $256K |
| Rhumbline Advisers | 0.00% | Reduce -3.5% | 11,533 | $231K |
| Bank of America Corp. | 0.00% | Reduce -12.8% | 10,776 | $216K |
| Deutsche Bank AG | 0.00% | Add +41.6% | 9,960 | $199K |
| Royal Bank of Canada | 0.00% | Add +0.9% | 7,415 | $148K |
| Citigroup Inc. | 0.00% | Add +216.4% | 6,025 | $121K |
| Acadian Asset Management LLC | 0.00% | Add +47.1% | 5,690 | $113K |
| Wells Fargo & Company | 0.00% | Reduce -1.3% | 4,775 | $96K |
| MetLife Investment Management, LLC | 0.00% | No change | 4,620 | $92K |
| New York State Common Retirement Fund | 0.00% | Reduce -18.0% | 4,568 | $91K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +33.3% | 4,338 | $87K |
| Corebridge Financial, Inc. | 0.00% | Add +1.0% | 4,336 | $87K |
| UBS Group AG | 0.00% | Reduce -54.3% | 3,847 | $77K |
| FMR LLC | 0.00% | Add +347.2% | 3,117 | $62K |
| BNP Paribas Financial Markets | 0.00% | Reduce -0.9% | 2,009 | $40K |
| Legal & General Group Plc | 0.00% | No change | 719 | $14K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 592 | $12K |
| California State Teachers Retirement System | 0.00% | No change | 578 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -84.9% | 365 | $7K |
| Amalgamated Bank | 0.00% | No change | 274 | $5K |
| Ashton Thomas Securities, LLC | 0.00% | New | 200 | $4K |
| Picton Mahoney Asset Management | 0.00% | New | 213 | $4K |
| Cwm, LLC | 0.00% | Add +838.5% | 122 | $2K |
| Russell Investments Group, Ltd. | 0.00% | New | 84 | $2K |
| Earned Wealth Advisors, LLC | 0.00% | New | 73 | $1K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 67 | $1K |
| Sterling Capital Management LLC | 0.00% | — | 20 | $400 |
| Versant Capital Management, Inc | 0.00% | No change | 12 | $240 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 10 | $200 |
| Farther Finance Advisors, LLC | 0.00% | No change | 5 | $100 |
"% of holder's portfolio" is MYFW's weight in each manager's 13F, not the share of First Western Financial Inc. the manager owns.