First Western FinancialMYFW
13F holders, Q4 2024 (December 31)67holders −4
3new positions
8sold out
1famous investor
$19.55avg. 13F price*
At the end of Q4 2024, 67 institutions reported holding First Western Financial Inc. (MYFW) in their 13F filings, down 4 from Q3 2024. 3 opened new positions and 8 sold out. The largest holders were Banc Funds Co. LLC ($12.4M), BlackRock, Inc. ($10.7M) and Vanguard Group Inc. ($7.9M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2.5M |
| Exits | 8 | $8.6M |
All 13F filers, Q3 2024 → Q4 2024: 931,784 shares bought and 658,011 shares sold, net +273,773 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| Banc Funds Co. LLC | 1.37% | Reduce -11.9% | 636,177 | $12.4M |
| BlackRock, Inc. | 0.00% | Add +3.9% | 548,032 | $10.7M |
| Vanguard Group Inc. | 0.00% | Add +0.4% | 403,385 | $7.9M |
| Punch & Associates Investment Management, Inc. | 0.38% | Add +2.2% | 355,475 | $6.9M |
| Alliancebernstein L.P. | 0.00% | Add +0.9% | 354,571 | $6.9M |
| Wasatch Advisors LP | 0.03% | Reduce -26.1% | 329,817 | $6.4M |
| North Reef Capital Management LP | 0.27% | Add +3.0% | 312,423 | $6.1M |
| Jacobs Asset Management, LLC | 3.90% | Add +50.0% | 312,124 | $6.1M |
| Mendon Capital Advisors Corp. | 2.84% | Add +152.1% | 257,598 | $5.0M |
| Rhino Investment Partners, Inc | 1.00% | Add +322.6% | 232,189 | $4.5M |
| Curi Capital, LLC | 0.09% | Add +120.0% | 196,656 | $3.8M |
| Dimensional Fund Advisors LP | 0.00% | Add +8.1% | 192,681 | $3.8M |
| Tieton Capital Management, LLC | 1.45% | Add +22.4% | 184,612 | $3.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.5% | 171,906 | $3.4M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.01% | Add +9.5% | 154,878 | $3.0M |
| Kennedy Capital Management LLC | 0.06% | Reduce -3.9% | 131,145 | $2.6M |
| First Western Trust Bank | 0.10% | Reduce -7.1% | 111,675 | $2.2M |
| State Street Corp. | 0.00% | Reduce -3.9% | 107,913 | $2.1M |
| Bridgeway Capital Management, LLC | 0.03% | Add +42.1% | 66,690 | $1.3M |
| Northern Trust Corp. | 0.00% | Reduce -1.7% | 63,945 | $1.3M |
| Boothbay Fund Management, LLC | 0.04% | Add +75.4% | 60,461 | $1.2M |
| Rosenthal | Henry Capital Advisors, Inc. | 1.08% | New | 59,445 | $1.2M |
| Cherry Creek Investment Advisors, Inc. | 0.50% | No change | 51,939 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.6% | 48,409 | $946K |
| UBS Group AG | 0.00% | Add +1155.4% | 48,295 | $944K |
| Biltmore Family Office, LLC | 0.15% | New | 45,316 | $886K |
| JPMorgan Chase & Co. | 0.00% | Add +117.6% | 29,752 | $582K |
| Nuveen Asset Management, LLC | 0.00% | No change | 28,148 | $550K |
| STRS Ohio | 0.00% | No change | 26,500 | $518K |
| Raymond James Financial Inc. | 0.00% | — | 25,000 | $489K |
| Fourthstone LLC | 0.10% | New | 24,972 | $488K |
| Sippican Capital Advisors | 0.35% | Add +82.0% | 24,745 | $484K |
| Empowered Funds, LLC | 0.01% | Add +4.9% | 22,939 | $448K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 22,554 | $441K |
| Barclays PLC | 0.00% | Add +24.0% | 21,808 | $426K |
| Morgan Stanley | 0.00% | Reduce -7.2% | 21,336 | $417K |
| ELCO Management Co., LLC | 0.19% | Add +46.7% | 18,763 | $367K |
| Acadian Asset Management LLC | 0.00% | Add +220.6% | 18,244 | $356K |
| PMC FIG Opportunities LLC | 0.87% | Add +13.2% | 17,575 | $344K |
| Citadel Advisors | 0.00% | Add +10.7% | 17,296 | $338K |
| Bank of New York Mellon Corp | 0.00% | No change | 16,617 | $325K |
| Persistent Asset Partners Ltd | 0.26% | — | 14,538 | $307K |
| Bank of America Corp. | 0.00% | Add +40.7% | 15,159 | $296K |
| HSBC Holdings PLC | 0.00% | Add +5.0% | 14,619 | $285K |
| Lido Advisors, LLC | 0.00% | No change | 13,924 | $272K |
| Rhumbline Advisers | 0.00% | Add +9.4% | 12,623 | $247K |
| Royal Bank of Canada | 0.00% | Add +2.3% | 7,585 | $148K |
| Citigroup Inc. | 0.00% | Add +7.1% | 6,454 | $126K |
| Wells Fargo & Company | 0.00% | Add +23.3% | 5,885 | $115K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +8.7% | 4,716 | $92K |
| MetLife Investment Management, LLC | 0.00% | No change | 4,620 | $90K |
| New York State Common Retirement Fund | 0.00% | No change | 4,568 | $89K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.0% | 4,031 | $79K |
| FMR LLC | 0.00% | Reduce -0.1% | 3,115 | $61K |
| BNP Paribas Financial Markets | 0.00% | Reduce -30.4% | 1,398 | $27K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +244.9% | 1,259 | $25K |
| 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 | $11K |
| Amalgamated Bank | 0.00% | No change | 274 | $5K |
| Sterling Capital Management LLC | 0.00% | Add +895.0% | 199 | $4K |
| Cwm, LLC | 0.00% | Add +9.8% | 134 | $3K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +73.1% | 116 | $2K |
| Russell Investments Group, Ltd. | 0.00% | No change | 84 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 12 | $235 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 10 | $196 |
| Farther Finance Advisors, LLC | 0.00% | No change | 5 | $98 |
"% of holder's portfolio" is MYFW's weight in each manager's 13F, not the share of First Western Financial Inc. the manager owns.