FIRST WESTERN FINANCIAL INC MYFW
$32.99
-1.4% 52w: $20.53 – $33.45
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data20.5326.9933.45
Jun 20, 2025 Jul 2, 2026
Institutional holders
95
+1 QoQ
13F value
$163.4M
-6.0% QoQ
Smart-money holders
8
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns MYFW?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| North Reef Capital Management LP ★2 | Fundamental concentrated | 716.6K | $17.6M | 0.6% | +4.5% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 520.3K | $12.8M | 0.0% | +114.4% |
| BlackRock, Inc. | Index provider | 496.4K | $12.2M | 0.0% | -1.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 353.8K | $8.7M | 0.0% | — |
| BANC FUNDS CO LLC | Other | 348.4K | $8.6M | 1.6% | +0.7% |
| ALGEBRIS (UK) LTD ★2 | Fundamental concentrated | 344.0K | $8.4M | 0.6% | +1.0% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 261.7K | $6.4M | 0.0% | +2.5% |
| JACOBS ASSET MANAGEMENT, LLC ★3 | Fundamental concentrated | 257.8K | $6.3M | 3.8% | -3.7% |
| MENDON CAPITAL ADVISORS CORP ★3 | Fundamental concentrated | 253.3K | $6.2M | 2.4% | Held |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | Other | 248.2K | $6.1M | 0.4% | -8.4% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 206.9K | $5.5M | 0.0% | +1.4% |
| Curi Capital, LLC | Other | 197.1K | $4.8M | 0.1% | Held |
| Tieton Capital Management, LLC ★2 | Fundamental diversified | 190.1K | $4.7M | 1.6% | +3.5% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 179.0K | $4.4M | 0.0% | -0.6% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | Other | 159.8K | $3.9M | 0.0% | +0.7% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Other | 131.2K | $3.2M | 0.0% | +0.3% |
| STATE STREET CORP | Index provider | 129.3K | $3.2M | 0.0% | +0.7% |
| BOOTHBAY FUND MANAGEMENT, LLC | Diversified mechanical | 113.0K | $2.8M | 0.1% | -27.2% |
| ACADIAN ASSET MANAGEMENT LLC | Quant stat arb | 103.7K | $2.5M | 0.0% | Held |
| Brevan Howard Capital Management LP | Diversified mechanical | 100.0K | $2.5M | 0.0% | +46.6% |
| SEI INVESTMENTS CO | Diversified mechanical | 98.7K | $2.4M | 0.0% | +103.7% |
| First Western Trust Bank | Other | 98.2K | $2.4M | 0.1% | +7.4% |
| PMC FIG Opportunities LLC ★2 | Fundamental concentrated | 87.5K | $2.2M | 3.3% | -18.4% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Diversified mechanical | 83.8K | $2.1M | 0.0% | +3.9% |
| NORTHERN TRUST CORP | Index provider | 58.0K | $1.4M | 0.0% | +4.4% |
| Rosenthal | Henry Capital Advisors, Inc. ★2 | Fundamental diversified | 55.1K | $1.4M | 1.3% | Held |
| Cherry Creek Investment Advisors, Inc. | Other | 51.9K | $1.3M | 0.6% | Held |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 51.1K | $1.3M | 0.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 48.5K | $1.2M | 0.0% | — |
| Round Rock Advisors LLC | Wealth advisor | 47.4K | $1.2M | 0.2% | +15.5% |
| Sippican Capital Advisors | Other | 46.5K | $1.1M | 0.8% | -2.8% |
| Biltmore Family Office, LLC | Other | 45.3K | $1.1M | 0.2% | Held |
| Empowered Funds, LLC | Diversified mechanical | 36.5K | $896K | 0.0% | +9.4% |
| Persistent Asset Partners Ltd | Quant stat arb | 34.5K | $849K | 0.3% | -8.3% |
| GOLDMAN SACHS GROUP INC | Bank broker | 33.8K | $830K | 0.0% | +21.1% |
| SummerHaven Investment Management, LLC | Other | 31.4K | $771K | 0.5% | -11.7% |
| UBS Group AG | Bank broker | 28.9K | $709K | 0.0% | +432.8% |
| FIRST TRUST ADVISORS LP | Index provider | 27.9K | $686K | 0.0% | -0.8% |
| MORGAN STANLEY | Bank broker | 27.4K | $674K | 0.0% | -22.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 25.0K | $615K | 0.0% | Held |
| Nuveen, LLC | Diversified mechanical | 24.3K | $597K | 0.0% | +0.7% |
| STRS OHIO | Diversified mechanical | 21.6K | $531K | 0.0% | Held |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 20.7K | $509K | 0.0% | -8.5% |
| Bank of New York Mellon Corp | Diversified mechanical | 19.2K | $471K | 0.0% | -5.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 19.0K | $467K | 0.0% | Held |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 18.1K | $445K | 0.0% | -55.6% |
| ELCO Management Co., LLC ★2 | Fundamental diversified | 14.7K | $362K | 0.2% | Held |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 14.1K | $346K | 0.0% | Held |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 14.1K | $346K | 0.0% | +6.4% |
| Lido Advisors, LLC | Wealth advisor | 13.1K | $321K | 0.0% | -6.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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