First Western FinancialMYFW
13F holders, Q2 2025 (June 30)82holders +11
15new positions
4sold out
3famous investors
$22.56avg. 13F price*
At the end of Q2 2025, 82 institutions reported holding First Western Financial Inc. (MYFW) in their 13F filings, up 11 from Q1 2025. 15 opened new positions and 4 sold out. The largest holders were North Reef Capital Management LP ($12.3M), BlackRock, Inc. ($11.5M) and Banc Funds Co. LLC ($11.1M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- First Western Financial Inc.
- CUSIP
- 33751L105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $7.7M |
| Exits | 4 | $5.2M |
All 13F filers, Q1 2025 → Q2 2025: 897,001 shares bought and 707,635 shares sold, net +189,366 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| North Reef Capital Management LP | 0.55% | Add +43.9% | 545,722 | $12.3M |
| BlackRock, Inc. | 0.00% | Reduce -2.0% | 508,395 | $11.5M |
| Banc Funds Co. LLC | 1.67% | Reduce -22.9% | 490,521 | $11.1M |
| Vanguard Group Inc. | 0.00% | Add +8.0% | 433,452 | $9.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.3% | 357,464 | $8.1M |
| Jacobs Asset Management, LLC | 4.37% | Add +4.6% | 340,000 | $7.7M |
| Punch & Associates Investment Management, Inc. | 0.44% | Add +49.5% | 314,737 | $7.1M |
| Mendon Capital Advisors Corp. | 3.07% | Add +9.1% | 280,524 | $6.3M |
| Dimensional Fund Advisors LP | 0.00% | Add +17.9% | 237,347 | $5.4M |
| Curi Capital, LLC | 0.08% | Add +0.2% | 197,056 | $4.4M |
| Basswood Capital Management, L.L.C. | 0.21% | Reduce -6.8% | 183,108 | $4.1M |
| Geode Capital Management, LLC | 0.00% | Add +3.7% | 181,708 | $4.1M |
| Tieton Capital Management, LLC | 1.58% | Reduce -0.7% | 179,341 | $4.0M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.02% | Reduce -0.7% | 157,414 | $3.6M |
| State Street Corp. | 0.00% | Add +14.3% | 123,866 | $2.8M |
| First Western Trust Bank | 0.11% | Add +0.4% | 112,665 | $2.5M |
| Boothbay Fund Management, LLC | 0.07% | Add +5.5% | 98,717 | $2.2M |
| Marshall Wace, LLP | 0.00% | New | 97,234 | $2.2M |
| Bridgeway Capital Management, LLC | 0.04% | Add +2.9% | 82,533 | $1.9M |
| Renaissance Technologies | 0.00% | New | 74,800 | $1.7M |
| Acadian Asset Management LLC | 0.00% | Add +76.3% | 71,638 | $1.6M |
| PMC FIG Opportunities LLC | 2.28% | Add +133.5% | 67,877 | $1.5M |
| Northern Trust Corp. | 0.00% | Add +1.1% | 61,760 | $1.4M |
| Citadel Advisors | 0.00% | Add +159.7% | 58,941 | $1.3M |
| Rosenthal | Henry Capital Advisors, Inc. | 1.26% | Reduce -1.6% | 55,276 | $1.2M |
| Cherry Creek Investment Advisors, Inc. | 0.55% | No change | 51,939 | $1.2M |
| Biltmore Family Office, LLC | 0.17% | No change | 45,316 | $1.0M |
| Sippican Capital Advisors | 0.74% | Add +12.6% | 45,100 | $1.0M |
| Colorado Capital Management, Inc. | 0.38% | New | 39,744 | $897K |
| Millennium Management | 0.00% | New | 38,824 | $876K |
| Los Angeles Capital Management LLC | 0.00% | New | 33,481 | $755K |
| Nuveen, LLC | 0.00% | Add +14.6% | 32,251 | $728K |
| Morgan Stanley | 0.00% | Add +32.7% | 27,974 | $631K |
| Empowered Funds, LLC | 0.01% | Add +9.2% | 27,051 | $610K |
| Raymond James Financial Inc. | 0.00% | No change | 25,000 | $564K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +6.5% | 24,018 | $542K |
| Persistent Asset Partners Ltd | 0.46% | Add +34.6% | 23,406 | $528K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -36.1% | 23,153 | $522K |
| Barclays PLC | 0.00% | Add +31.4% | 22,957 | $518K |
| STRS Ohio | 0.00% | Reduce -9.2% | 22,600 | $510K |
| UBS Group AG | 0.00% | Add +30.6% | 18,491 | $417K |
| ELCO Management Co., LLC | 0.22% | No change | 18,372 | $414K |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.9% | 17,753 | $401K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 15,823 | $357K |
| Lido Advisors, LLC | 0.00% | No change | 13,924 | $314K |
| Rhumbline Advisers | 0.00% | Add +3.3% | 13,112 | $296K |
| Royal Bank of Canada | 0.00% | Add +67.5% | 11,723 | $265K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 10,874 | $245K |
| Jane Street Group, LLC | 0.00% | New | 10,853 | $245K |
| Susquehanna International Group, LLP | 0.00% | Reduce -4.4% | 10,804 | $244K |
| Bank of America Corp. | 0.00% | Reduce -4.8% | 10,533 | $238K |
| Quadrature Capital Ltd | 0.00% | New | 9,682 | $219K |
| Trexquant Investment LP | 0.00% | New | 9,079 | $205K |
| Wells Fargo & Company | 0.00% | Add +6.1% | 6,351 | $143K |
| JPMorgan Chase & Co. | 0.00% | Reduce -62.1% | 5,795 | $131K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -4.7% | 4,716 | $106K |
| MetLife Investment Management, LLC | 0.00% | No change | 4,620 | $104K |
| FMR LLC | 0.00% | Add +0.4% | 3,144 | $71K |
| Citigroup Inc. | 0.00% | Reduce -48.8% | 2,972 | $67K |
| Rhino Investment Partners, Inc | 0.02% | Reduce -98.8% | 2,809 | $63K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 1,345 | $30K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +92.9% | 1,329 | $30K |
| BNP Paribas Financial Markets | 0.00% | Add +44.6% | 1,190 | $27K |
| Legal & General Group Plc | 0.00% | Add +12.7% | 810 | $18K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 592 | $13K |
| California State Teachers Retirement System | 0.00% | No change | 578 | $13K |
| Cwm, LLC | 0.00% | Add +62.8% | 363 | $8K |
| Amalgamated Bank | 0.00% | No change | 274 | $6K |
| Sterling Capital Management LLC | 0.00% | Add +59.4% | 169 | $4K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +2.6% | 120 | $3K |
| GAMMA Investing LLC | 0.00% | New | 92 | $2K |
| Point72 (DIFC) Ltd | 0.00% | New | 80 | $2K |
| New York State Common Retirement Fund | 0.00% | Reduce -98.5% | 68 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +920.0% | 51 | $1K |
| Federated Hermes, Inc. | 0.00% | New | 31 | $699 |
| PNC Financial Services Group, Inc. | 0.00% | No change | 20 | $451 |
| Essential Partners LLC | 0.00% | — | 12 | $271 |
| Versant Capital Management, Inc | 0.00% | No change | 12 | $271 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 10 | $226 |
| Allworth Financial LP | 0.00% | New | 8 | $181 |
| Farther Finance Advisors, LLC | 0.00% | No change | 5 | $113 |
| True Wealth Design, LLC | 0.00% | Reduce -55.6% | 4 | $91 |
"% of holder's portfolio" is MYFW's weight in each manager's 13F, not the share of First Western Financial Inc. the manager owns.