First Western FinancialMYFW
13F holders, Q1 2026 (March 31)95holders +1
4new positions
6sold out
2famous investors
$24.65avg. 13F price*
At the end of Q1 2026, 95 institutions reported holding First Western Financial Inc. (MYFW) in their 13F filings, up 1 from Q4 2025. 4 opened new positions and 6 sold out. The largest holders were North Reef Capital Management LP ($17.6M), Wellington Management Group LLP ($12.8M) and BlackRock, Inc. ($12.2M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $231K |
| Exits | 6 | $3.4M |
All 13F filers, Q4 2025 → Q1 2026: 478,399 shares bought and 335,265 shares sold, net +143,134 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| North Reef Capital Management LP | 0.61% | Add +4.5% | 716,609 | $17.6M |
| Wellington Management Group LLP | 0.00% | Add +114.4% | 520,329 | $12.8M |
| BlackRock, Inc. | 0.00% | Reduce -1.5% | 496,361 | $12.2M |
| Vanguard Capital Management LLC | 0.00% | — | 353,829 | $8.7M |
| Banc Funds Co. LLC | 1.59% | Add +0.7% | 348,404 | $8.6M |
| Algebris (uk) Ltd. | 0.62% | Add +0.9% | 344,049 | $8.4M |
| Dimensional Fund Advisors LP | 0.00% | Add +2.5% | 261,734 | $6.4M |
| Jacobs Asset Management, LLC | 3.79% | Reduce -3.7% | 257,819 | $6.3M |
| Mendon Capital Advisors Corp. | 2.41% | No change | 253,336 | $6.2M |
| Punch & Associates Investment Management, Inc. | 0.36% | Reduce -8.4% | 248,195 | $6.1M |
| Alliancebernstein L.P. | 0.00% | Add +1.4% | 206,929 | $5.5M |
| Curi Capital, LLC | 0.09% | No change | 197,056 | $4.8M |
| Tieton Capital Management, LLC | 1.57% | Add +3.5% | 190,094 | $4.7M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.7% | 179,042 | $4.4M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.02% | Add +0.8% | 159,832 | $3.9M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Add +0.3% | 131,158 | $3.2M |
| State Street Corp. | 0.00% | Add +0.7% | 129,319 | $3.2M |
| Boothbay Fund Management, LLC | 0.07% | Reduce -27.2% | 112,993 | $2.8M |
| Acadian Asset Management LLC | 0.00% | No change | 103,678 | $2.5M |
| Brevan Howard Capital Management LP | 0.03% | Add +46.6% | 100,000 | $2.5M |
| Sei Investments Co. | 0.00% | Add +103.7% | 98,729 | $2.4M |
| First Western Trust Bank | 0.12% | Add +7.4% | 98,231 | $2.4M |
| PMC FIG Opportunities LLC | 3.33% | Reduce -18.4% | 87,487 | $2.2M |
| Bridgeway Capital Management, LLC | 0.04% | Add +3.9% | 83,850 | $2.1M |
| Northern Trust Corp. | 0.00% | Add +4.4% | 57,951 | $1.4M |
| Rosenthal | Henry Capital Advisors, Inc. | 1.33% | No change | 55,113 | $1.4M |
| Cherry Creek Investment Advisors, Inc. | 0.55% | No change | 51,939 | $1.3M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 51,130 | $1.3M |
| Vanguard Portfolio Management LLC | 0.00% | — | 48,518 | $1.2M |
| Round Rock Advisors LLC | 0.18% | Add +15.5% | 47,431 | $1.2M |
| Sippican Capital Advisors | 0.78% | Reduce -2.8% | 46,475 | $1.1M |
| Biltmore Family Office, LLC | 0.16% | No change | 45,316 | $1.1M |
| Empowered Funds, LLC | 0.01% | Add +9.4% | 36,468 | $896K |
| Persistent Asset Partners Ltd | 0.33% | Reduce -8.3% | 34,520 | $849K |
| Goldman Sachs Group Inc. | 0.00% | Add +21.1% | 33,771 | $830K |
| SummerHaven Investment Management, LLC | 0.47% | Reduce -11.7% | 31,385 | $771K |
| UBS Group AG | 0.00% | Add +432.8% | 28,860 | $709K |
| First Trust Advisors LP | 0.00% | Reduce -0.8% | 27,912 | $686K |
| Morgan Stanley | 0.00% | Reduce -22.4% | 27,403 | $674K |
| Raymond James Financial Inc. | 0.00% | No change | 25,000 | $615K |
| Nuveen, LLC | 0.00% | Add +0.7% | 24,272 | $597K |
| STRS Ohio | 0.00% | No change | 21,600 | $531K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -8.5% | 20,700 | $509K |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.9% | 19,158 | $471K |
| Ameriprise Financial Inc. | 0.00% | No change | 19,000 | $467K |
| Renaissance Technologies | 0.00% | Reduce -55.6% | 18,100 | $445K |
| ELCO Management Co., LLC | 0.17% | No change | 14,746 | $362K |
| American Century Companies Inc. | 0.00% | No change | 14,078 | $346K |
| AQR Capital Management | 0.00% | Add +6.4% | 14,061 | $346K |
| Lido Advisors, LLC | 0.00% | Reduce -6.1% | 13,079 | $321K |
| Bank of America Corp. | 0.00% | Add +10.8% | 12,053 | $296K |
| Two Sigma Investments, LP | 0.00% | Reduce -61.5% | 11,836 | $291K |
| Trexquant Investment LP | 0.00% | Reduce -48.0% | 11,362 | $279K |
| Barclays PLC | 0.00% | Reduce -50.9% | 10,692 | $263K |
| Rhumbline Advisers | 0.00% | Add +0.7% | 10,030 | $247K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 9,373 | $230K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -16.6% | 8,423 | $207K |
| Deutsche Bank AG | 0.00% | Reduce -4.2% | 7,198 | $177K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -58.8% | 6,754 | $166K |
| MetLife Investment Management, LLC | 0.00% | No change | 4,620 | $114K |
| Wells Fargo & Company | 0.00% | Reduce -61.0% | 4,136 | $102K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.7% | 3,931 | $97K |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.5% | 3,365 | $83K |
| FMR LLC | 0.00% | Reduce -10.7% | 2,978 | $73K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 2,794 | $69K |
| Vanguard Global Advisers, LLC | 0.00% | — | 2,689 | $66K |
| BNP Paribas Financial Markets | 0.00% | Reduce -4.0% | 1,751 | $43K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +180.3% | 1,166 | $29K |
| New York State Common Retirement Fund | 0.00% | No change | 1,068 | $26K |
| Russell Investments Group, Ltd. | 0.00% | No change | 841 | $21K |
| Legal & General Group Plc | 0.00% | Reduce -7.3% | 751 | $18K |
| Cwm, LLC | 0.00% | Add +4.7% | 719 | $18K |
| State of Alaska, Department of Revenue | 0.00% | Add +46.2% | 696 | $17K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 592 | $15K |
| California State Teachers Retirement System | 0.00% | Reduce -12.0% | 448 | $11K |
| Citigroup Inc. | 0.00% | Add +113.8% | 402 | $10K |
| Sterling Capital Management LLC | 0.00% | Reduce -39.9% | 197 | $5K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +32.5% | 163 | $4K |
| Essential Partners LLC | 0.00% | No change | 160 | $4K |
| GAMMA Investing LLC | 0.00% | Add +20.6% | 111 | $3K |
| Royal Bank of Canada | 0.00% | Reduce -80.0% | 89 | $2K |
| Optiver Holding B.V. | 0.00% | Reduce -45.1% | 78 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +4.2% | 50 | $1K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -13.0% | 20 | $492 |
| Allworth Financial LP | 0.00% | Add +112.5% | 17 | $418 |
| Versant Capital Management, Inc | 0.00% | No change | 12 | $295 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 10 | $246 |
| True Wealth Design, LLC | 0.00% | No change | 9 | $222 |
| IFP Advisors, Inc | 0.00% | No change | 9 | $221 |
| Farther Finance Advisors, LLC | 0.00% | Add +20.0% | 6 | $150 |
| MAI Capital Management | 0.00% | Add +25.0% | 5 | $123 |
| Basecamp Wealth Advisors LLC | 0.00% | New | 5 | $123 |
| Root Financial Partners, LLC | 0.00% | New | 4 | $98 |
| Rothschild Investment LLC | 0.00% | New | 3 | $74 |
| Sunbelt Securities, Inc. | 0.00% | No change | 1 | $25 |
"% of holder's portfolio" is MYFW's weight in each manager's 13F, not the share of First Western Financial Inc. the manager owns.