First Western FinancialMYFW
13F holders, Q3 2025 (September 30)92holders +10
19new positions
10sold out
2famous investors
$23.16avg. 13F price*
At the end of Q3 2025, 92 institutions reported holding First Western Financial Inc. (MYFW) in their 13F filings, up 10 from Q2 2025. 19 opened new positions and 10 sold out. The largest holders were North Reef Capital Management LP ($14.2M), BlackRock, Inc. ($11.4M) and Vanguard Group Inc. ($9.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- First Western Financial Inc.
- CUSIP
- 33751L105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $18.9M |
| Exits | 10 | $8.0M |
All 13F filers, Q2 2025 → Q3 2025: 1,055,002 shares bought and 758,933 shares sold, net +296,069 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 92 holders
| North Reef Capital Management LP | 0.67% | Add +13.2% | 617,824 | $14.2M |
| BlackRock, Inc. | 0.00% | Reduce -2.7% | 494,887 | $11.4M |
| Vanguard Group Inc. | 0.00% | Reduce -1.4% | 427,427 | $9.8M |
| Banc Funds Co. LLC | 1.67% | Reduce -15.5% | 414,629 | $9.5M |
| Algebris (uk) Ltd. | 0.84% | New | 315,449 | $7.3M |
| Jacobs Asset Management, LLC | 3.97% | Reduce -7.4% | 314,959 | $7.3M |
| Punch & Associates Investment Management, Inc. | 0.42% | Reduce -1.0% | 311,502 | $7.2M |
| Mendon Capital Advisors Corp. | 2.66% | Reduce -9.7% | 253,336 | $5.8M |
| Dimensional Fund Advisors LP | 0.00% | Add +5.4% | 250,077 | $5.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -44.2% | 199,483 | $4.6M |
| Curi Capital, LLC | 0.08% | No change | 197,056 | $4.5M |
| Tieton Capital Management, LLC | 1.45% | Add +1.4% | 181,876 | $4.2M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.7% | 180,427 | $4.2M |
| Boothbay Fund Management, LLC | 0.10% | Add +58.3% | 156,282 | $3.6M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.02% | Reduce -2.6% | 153,379 | $3.5M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | New | 130,798 | $3.0M |
| State Street Corp. | 0.00% | Add +3.6% | 128,298 | $3.0M |
| PMC FIG Opportunities LLC | 4.23% | Add +77.0% | 120,111 | $2.8M |
| Wellington Management Group LLP | 0.00% | New | 110,725 | $2.5M |
| First Western Trust Bank | 0.12% | Reduce -2.8% | 109,503 | $2.5M |
| Acadian Asset Management LLC | 0.00% | Add +31.3% | 94,025 | $2.2M |
| Marshall Wace, LLP | 0.00% | Reduce -12.2% | 85,397 | $2.0M |
| Bridgeway Capital Management, LLC | 0.04% | Reduce -5.8% | 77,758 | $1.8M |
| Renaissance Technologies | 0.00% | Reduce -16.7% | 62,300 | $1.4M |
| Northern Trust Corp. | 0.00% | Add +0.4% | 62,014 | $1.4M |
| Rosenthal | Henry Capital Advisors, Inc. | 1.22% | Reduce -0.3% | 55,113 | $1.3M |
| Cherry Creek Investment Advisors, Inc. | 0.52% | No change | 51,939 | $1.2M |
| Sippican Capital Advisors | 0.73% | Add +6.0% | 47,825 | $1.1M |
| Biltmore Family Office, LLC | 0.15% | No change | 45,316 | $1.0M |
| Victory Capital Management Inc. | 0.00% | New | 39,320 | $905K |
| Two Sigma Investments, LP | 0.00% | New | 38,966 | $897K |
| Persistent Asset Partners Ltd | 0.64% | Add +64.9% | 38,607 | $889K |
| Focus Partners Wealth | 0.00% | New | 2,146 | $883K |
| Morgan Stanley | 0.00% | Add +29.8% | 36,320 | $836K |
| SummerHaven Investment Management, LLC | 0.48% | New | 35,552 | $819K |
| Empowered Funds, LLC | 0.01% | Add +12.3% | 30,376 | $699K |
| First Trust Advisors LP | 0.00% | New | 29,081 | $670K |
| Goldman Sachs Group Inc. | 0.00% | Add +13.0% | 26,159 | $602K |
| Raymond James Financial Inc. | 0.00% | No change | 25,000 | $576K |
| Nuveen, LLC | 0.00% | Reduce -25.3% | 24,101 | $555K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 24,018 | $553K |
| STRS Ohio | 0.00% | No change | 22,600 | $520K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -38.3% | 20,662 | $476K |
| Barclays PLC | 0.00% | Reduce -10.5% | 20,544 | $473K |
| Ameriprise Financial Inc. | 0.00% | New | 19,000 | $437K |
| Bank of New York Mellon Corp | 0.00% | Add +6.8% | 18,956 | $436K |
| Round Rock Advisors LLC | 0.07% | New | 18,210 | $413K |
| Trexquant Investment LP | 0.00% | Add +75.9% | 15,973 | $368K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -5.5% | 14,955 | $344K |
| ELCO Management Co., LLC | 0.18% | Reduce -19.7% | 14,746 | $340K |
| American Century Companies Inc. | 0.00% | New | 14,078 | $324K |
| Lido Advisors, LLC | 0.00% | Add +0.0% | 13,925 | $321K |
| AQR Capital Management | 0.00% | New | 12,019 | $277K |
| Jane Street Group, LLC | 0.00% | Add +8.3% | 11,749 | $271K |
| Rhumbline Advisers | 0.00% | Reduce -11.9% | 11,548 | $266K |
| Jump Financial, LLC | 0.00% | New | 8,898 | $205K |
| Bank of America Corp. | 0.00% | Reduce -28.4% | 7,547 | $174K |
| Deutsche Bank AG | 0.00% | New | 7,516 | $173K |
| JPMorgan Chase & Co. | 0.00% | Add +26.8% | 7,350 | $169K |
| Wells Fargo & Company | 0.00% | Add +15.0% | 7,306 | $168K |
| UBS Group AG | 0.00% | Reduce -68.1% | 5,893 | $136K |
| MetLife Investment Management, LLC | 0.00% | No change | 4,620 | $106K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -16.1% | 3,957 | $91K |
| Royal Bank of Canada | 0.00% | Reduce -69.1% | 3,622 | $84K |
| FMR LLC | 0.00% | Reduce -5.8% | 2,960 | $68K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +107.7% | 2,794 | $64K |
| BNP Paribas Financial Markets | 0.00% | Add +37.1% | 1,631 | $38K |
| New York State Common Retirement Fund | 0.00% | Add +1470.6% | 1,068 | $25K |
| Russell Investments Group, Ltd. | 0.00% | New | 841 | $19K |
| Legal & General Group Plc | 0.00% | No change | 810 | $19K |
| Cwm, LLC | 0.00% | Add +80.4% | 655 | $15K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -52.1% | 636 | $15K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 592 | $14K |
| California State Teachers Retirement System | 0.00% | Add +0.2% | 579 | $13K |
| Sterling Capital Management LLC | 0.00% | Add +123.1% | 377 | $9K |
| Citigroup Inc. | 0.00% | Reduce -89.1% | 325 | $7K |
| Amalgamated Bank | 0.00% | No change | 274 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 210 | $5K |
| Essential Partners LLC | 0.00% | Add +1241.7% | 161 | $4K |
| Optiver Holding B.V. | 0.00% | New | 142 | $3K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +4.2% | 125 | $3K |
| Arax Advisory Partners | 0.00% | New | 122 | $3K |
| GAMMA Investing LLC | 0.00% | No change | 92 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -9.8% | 46 | $1K |
| Covestor Ltd | 0.00% | New | 24 | $1K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 20 | $461 |
| Versant Capital Management, Inc | 0.00% | No change | 12 | $276 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 10 | $230 |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 10 | $230 |
| True Wealth Design, LLC | 0.00% | Add +100.0% | 8 | $185 |
| Allworth Financial LP | 0.00% | No change | 8 | $185 |
| Farther Finance Advisors, LLC | 0.00% | No change | 5 | $115 |
"% of holder's portfolio" is MYFW's weight in each manager's 13F, not the share of First Western Financial Inc. the manager owns.