First Western FinancialMYFW
13F holders, Q4 2025 (December 31)94holders +2
9new positions
7sold out
3famous investors
$26.79avg. 13F price*
At the end of Q4 2025, 94 institutions reported holding First Western Financial Inc. (MYFW) in their 13F filings, up 2 from Q3 2025. 9 opened new positions and 7 sold out. The largest holders were North Reef Capital Management LP ($18.4M), BlackRock, Inc. ($13.5M) and Vanguard Group Inc. ($12.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $5.3M |
| Exits | 7 | $2.3M |
All 13F filers, Q3 2025 → Q4 2025: 533,681 shares bought and 348,290 shares sold, net +185,391 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| North Reef Capital Management LP | 0.74% | Add +11.0% | 685,954 | $18.4M |
| BlackRock, Inc. | 0.00% | Add +1.8% | 503,790 | $13.5M |
| Vanguard Group Inc. | 0.00% | Add +6.6% | 455,597 | $12.2M |
| Banc Funds Co. LLC | 1.84% | Reduce -16.5% | 346,090 | $9.3M |
| Algebris (uk) Ltd. | 0.73% | Add +8.0% | 340,807 | $9.1M |
| Punch & Associates Investment Management, Inc. | 0.43% | Reduce -13.0% | 270,945 | $7.3M |
| Jacobs Asset Management, LLC | 4.00% | Reduce -15.0% | 267,740 | $7.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +2.1% | 255,294 | $6.8M |
| Mendon Capital Advisors Corp. | 2.66% | No change | 253,336 | $6.8M |
| Wellington Management Group LLP | 0.00% | Add +119.2% | 242,680 | $6.5M |
| Alliancebernstein L.P. | 0.00% | Add +2.3% | 204,027 | $5.5M |
| Curi Capital, LLC | 0.09% | No change | 197,056 | $5.3M |
| Tieton Capital Management, LLC | 1.68% | Add +0.9% | 183,611 | $4.9M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.1% | 180,212 | $4.8M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.02% | Add +3.4% | 158,643 | $4.3M |
| Boothbay Fund Management, LLC | 0.11% | Reduce -0.7% | 155,177 | $4.2M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | No change | 130,798 | $3.5M |
| State Street Corp. | 0.00% | Add +0.1% | 128,411 | $3.4M |
| PMC FIG Opportunities LLC | 4.51% | Reduce -10.8% | 107,164 | $2.9M |
| Acadian Asset Management LLC | 0.00% | Add +10.3% | 103,678 | $2.8M |
| First Western Trust Bank | 0.12% | Reduce -16.5% | 91,479 | $2.5M |
| Bridgeway Capital Management, LLC | 0.05% | Add +3.8% | 80,717 | $2.2M |
| Brevan Howard Capital Management LP | 0.04% | New | 68,205 | $1.8M |
| Northern Trust Corp. | 0.00% | Reduce -10.5% | 55,494 | $1.5M |
| Rosenthal | Henry Capital Advisors, Inc. | 1.37% | No change | 55,113 | $1.5M |
| Cherry Creek Investment Advisors, Inc. | 0.60% | No change | 51,939 | $1.4M |
| Sei Investments Co. | 0.00% | New | 48,461 | $1.3M |
| Marshall Wace, LLP | 0.00% | Reduce -43.9% | 47,873 | $1.3M |
| Sippican Capital Advisors | 0.82% | No change | 47,825 | $1.3M |
| Biltmore Family Office, LLC | 0.17% | No change | 45,316 | $1.2M |
| Levin Capital Strategies, L.P. | 0.10% | New | 43,432 | $1.2M |
| Round Rock Advisors LLC | 0.17% | Add +125.6% | 41,081 | $1.1M |
| Renaissance Technologies | 0.00% | Reduce -34.5% | 40,800 | $1.1M |
| Persistent Asset Partners Ltd | 0.49% | Reduce -2.5% | 37,659 | $1.0M |
| SummerHaven Investment Management, LLC | 0.54% | No change | 35,552 | $953K |
| Morgan Stanley | 0.00% | Reduce -2.8% | 35,310 | $947K |
| Empowered Funds, LLC | 0.02% | Add +9.7% | 33,335 | $894K |
| Two Sigma Investments, LP | 0.00% | Reduce -21.1% | 30,755 | $825K |
| First Trust Advisors LP | 0.00% | Reduce -3.3% | 28,134 | $754K |
| Goldman Sachs Group Inc. | 0.00% | Add +6.6% | 27,886 | $748K |
| Raymond James Financial Inc. | 0.00% | No change | 25,000 | $670K |
| Nuveen, LLC | 0.00% | No change | 24,101 | $646K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -5.8% | 22,618 | $606K |
| Trexquant Investment LP | 0.01% | Add +36.8% | 21,845 | $586K |
| Barclays PLC | 0.00% | Add +6.1% | 21,788 | $584K |
| STRS Ohio | 0.00% | Reduce -4.4% | 21,600 | $579K |
| Permanent Capital Management, LP | 0.11% | New | 21,000 | $563K |
| Bank of New York Mellon Corp | 0.00% | Add +7.4% | 20,360 | $546K |
| Ameriprise Financial Inc. | 0.00% | No change | 19,000 | $509K |
| ELCO Management Co., LLC | 0.25% | No change | 14,746 | $395K |
| American Century Companies Inc. | 0.00% | No change | 14,078 | $377K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -20.7% | 16,393 | $371K |
| AQR Capital Management | 0.00% | Add +10.0% | 13,217 | $354K |
| Lido Advisors, LLC | 0.00% | No change | 13,925 | $321K |
| Bank of America Corp. | 0.00% | Add +44.1% | 10,875 | $292K |
| Wells Fargo & Company | 0.00% | Add +45.1% | 10,605 | $284K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -32.4% | 10,106 | $271K |
| Rhumbline Advisers | 0.00% | Reduce -13.8% | 9,957 | $267K |
| Citadel Advisors | 0.00% | New | 7,851 | $210K |
| R Squared Ltd | 0.10% | New | 7,743 | $208K |
| Deutsche Bank AG | 0.00% | No change | 7,516 | $202K |
| UBS Group AG | 0.00% | Reduce -8.1% | 5,417 | $145K |
| MetLife Investment Management, LLC | 0.00% | No change | 4,620 | $124K |
| JPMorgan Chase & Co. | 0.00% | Reduce -43.2% | 4,178 | $112K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -3.2% | 3,829 | $103K |
| FMR LLC | 0.00% | Add +12.6% | 3,333 | $89K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 2,794 | $75K |
| BNP Paribas Financial Markets | 0.00% | Add +11.9% | 1,825 | $49K |
| New York State Common Retirement Fund | 0.00% | No change | 1,068 | $29K |
| Russell Investments Group, Ltd. | 0.00% | No change | 841 | $23K |
| Legal & General Group Plc | 0.00% | No change | 810 | $22K |
| Cwm, LLC | 0.00% | Add +4.9% | 687 | $18K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 592 | $16K |
| California State Teachers Retirement System | 0.00% | Reduce -12.1% | 509 | $14K |
| Royal Bank of Canada | 0.00% | Reduce -87.7% | 446 | $13K |
| State of Alaska, Department of Revenue | 0.00% | New | 476 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -34.6% | 416 | $11K |
| Sterling Capital Management LLC | 0.00% | Reduce -13.0% | 328 | $9K |
| Amalgamated Bank | 0.00% | Reduce -5.1% | 260 | $7K |
| Citigroup Inc. | 0.00% | Reduce -42.1% | 188 | $5K |
| Essential Partners LLC | 0.00% | Reduce -0.6% | 160 | $4K |
| Optiver Holding B.V. | 0.00% | No change | 142 | $4K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.6% | 123 | $3K |
| GAMMA Investing LLC | 0.00% | No change | 92 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +4.3% | 48 | $1K |
| PNC Financial Services Group, Inc. | 0.00% | Add +15.0% | 23 | $617 |
| Versant Capital Management, Inc | 0.00% | No change | 12 | $322 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 10 | $268 |
| True Wealth Design, LLC | 0.00% | Add +12.5% | 9 | $242 |
| IFP Advisors, Inc | 0.00% | Reduce -10.0% | 9 | $241 |
| Allworth Financial LP | 0.00% | No change | 8 | $215 |
| Farther Finance Advisors, LLC | 0.00% | No change | 5 | $134 |
| MAI Capital Management | 0.00% | New | 4 | $108 |
| Sunbelt Securities, Inc. | 0.00% | New | 1 | $27 |
"% of holder's portfolio" is MYFW's weight in each manager's 13F, not the share of First Western Financial Inc. the manager owns.