First Western FinancialMYFW
13F holders, Q1 2025 (March 31)71holders +4
6new positions
2sold out
1famous investor
$19.65avg. 13F price*
At the end of Q1 2025, 71 institutions reported holding First Western Financial Inc. (MYFW) in their 13F filings, up 4 from Q4 2024. 6 opened new positions and 2 sold out. The largest holders were Banc Funds Co. LLC ($12.5M), BlackRock, Inc. ($10.2M) 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $4.1M |
| Exits | 2 | $3.1M |
All 13F filers, Q4 2024 → Q1 2025: 429,122 shares bought and 506,220 shares sold, net −77,098 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| Banc Funds Co. LLC | 1.65% | No change | 636,177 | $12.5M |
| BlackRock, Inc. | 0.00% | Reduce -5.3% | 518,905 | $10.2M |
| Vanguard Group Inc. | 0.00% | Reduce -0.5% | 401,490 | $7.9M |
| North Reef Capital Management LP | 0.32% | Add +21.4% | 379,178 | $7.5M |
| Alliancebernstein L.P. | 0.00% | Add +4.2% | 369,564 | $7.3M |
| Jacobs Asset Management, LLC | 4.04% | Add +4.2% | 325,177 | $6.4M |
| Mendon Capital Advisors Corp. | 2.34% | Reduce -0.1% | 257,207 | $5.1M |
| Wasatch Advisors LP | 0.03% | Reduce -24.0% | 250,684 | $4.9M |
| Rhino Investment Partners, Inc | 1.09% | Reduce -2.8% | 225,710 | $4.4M |
| Punch & Associates Investment Management, Inc. | 0.28% | Reduce -40.8% | 210,475 | $4.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +4.5% | 201,321 | $4.0M |
| Curi Capital, LLC | 0.10% | No change | 196,656 | $3.9M |
| Basswood Capital Management, L.L.C. | 0.22% | New | 196,498 | $3.9M |
| Tieton Capital Management, LLC | 1.62% | Reduce -2.2% | 180,576 | $3.5M |
| Geode Capital Management, LLC | 0.00% | Add +2.0% | 175,277 | $3.4M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.01% | Add +2.4% | 158,544 | $3.1M |
| First Western Trust Bank | 0.11% | Add +0.4% | 112,170 | $2.2M |
| State Street Corp. | 0.00% | Add +0.5% | 108,413 | $2.1M |
| Boothbay Fund Management, LLC | 0.07% | Add +54.7% | 93,552 | $1.8M |
| Bridgeway Capital Management, LLC | 0.04% | Add +20.3% | 80,245 | $1.6M |
| Northern Trust Corp. | 0.00% | Reduce -4.5% | 61,087 | $1.2M |
| Rosenthal | Henry Capital Advisors, Inc. | 1.11% | Reduce -5.5% | 56,187 | $1.1M |
| Cherry Creek Investment Advisors, Inc. | 0.53% | No change | 51,939 | $1.0M |
| Biltmore Family Office, LLC | 0.15% | No change | 45,316 | $890K |
| Acadian Asset Management LLC | 0.00% | Add +122.7% | 40,626 | $796K |
| Sippican Capital Advisors | 0.59% | Add +61.9% | 40,070 | $787K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -25.1% | 36,257 | $712K |
| PMC FIG Opportunities LLC | 1.39% | Add +65.4% | 29,064 | $571K |
| Nuveen, LLC | 0.00% | — | 28,148 | $553K |
| Raymond James Financial Inc. | 0.00% | No change | 25,000 | $491K |
| STRS Ohio | 0.00% | Reduce -6.0% | 24,900 | $489K |
| Empowered Funds, LLC | 0.01% | Add +8.0% | 24,763 | $487K |
| Citadel Advisors | 0.00% | Add +31.2% | 22,694 | $446K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 22,554 | $443K |
| Morgan Stanley | 0.00% | Reduce -1.2% | 21,084 | $414K |
| Bank of New York Mellon Corp | 0.00% | Add +12.3% | 18,664 | $367K |
| ELCO Management Co., LLC | 0.20% | Reduce -2.1% | 18,372 | $361K |
| Barclays PLC | 0.00% | Reduce -19.9% | 17,464 | $343K |
| Persistent Asset Partners Ltd | 0.30% | Add +19.6% | 17,384 | $342K |
| JPMorgan Chase & Co. | 0.00% | Reduce -48.6% | 15,285 | $300K |
| UBS Group AG | 0.00% | Reduce -70.7% | 14,160 | $278K |
| Lido Advisors, LLC | 0.00% | No change | 13,924 | $274K |
| Rhumbline Advisers | 0.00% | Add +0.6% | 12,697 | $249K |
| Susquehanna International Group, LLP | 0.00% | New | 11,299 | $222K |
| Bank of America Corp. | 0.00% | Reduce -27.0% | 11,070 | $218K |
| HSBC Holdings PLC | 0.00% | Reduce -27.1% | 10,657 | $201K |
| Royal Bank of Canada | 0.00% | Reduce -7.7% | 7,001 | $137K |
| Wells Fargo & Company | 0.00% | Add +1.7% | 5,986 | $118K |
| Citigroup Inc. | 0.00% | Reduce -10.1% | 5,801 | $114K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +5.0% | 4,950 | $97K |
| MetLife Investment Management, LLC | 0.00% | No change | 4,620 | $91K |
| New York State Common Retirement Fund | 0.00% | No change | 4,568 | $90K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.5% | 3,972 | $78K |
| FMR LLC | 0.00% | Add +0.6% | 3,132 | $62K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | New | 1,345 | $26K |
| BNP Paribas Financial Markets | 0.00% | Reduce -41.1% | 823 | $16K |
| Legal & General Group Plc | 0.00% | No change | 719 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -45.3% | 689 | $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 |
| Cwm, LLC | 0.00% | Add +66.4% | 223 | $4K |
| Sterling Capital Management LLC | 0.00% | Reduce -46.7% | 106 | $2K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +0.9% | 117 | $2K |
| Russell Investments Group, Ltd. | 0.00% | No change | 84 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | New | 20 | $393 |
| Versant Capital Management, Inc | 0.00% | No change | 12 | $236 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 10 | $197 |
| True Wealth Design, LLC | 0.00% | New | 9 | $177 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 5 | $98 |
| Farther Finance Advisors, LLC | 0.00% | No change | 5 | $97 |
"% of holder's portfolio" is MYFW's weight in each manager's 13F, not the share of First Western Financial Inc. the manager owns.