MYFW First Western Financial, Inc.
First Western Financial, Inc. (MYFW) Institutional Ownership
What the institutions did with MYFW last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 747.1K | 11.1% |
| North Reef Capital Management LP | 742.6K | 11.0% |
| BlackRock, Inc. | 542.7K | 8.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 353.5K | 5.3% |
| BANC FUNDS CO LLC | 342.4K | 5.1% |
| DIMENSIONAL FUND ADVISORS LP | 285.9K | 4.3% |
| ALGEBRIS (UK) LTD | 259.1K | 3.9% |
| MENDON CAPITAL ADVISORS CORP | 215.8K | 3.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 201.9K | 3.0% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 195.0K | 2.9% |
| Curi Capital, LLC | 190.4K | 2.8% |
| Tieton Capital Management, LLC | 187.3K | 2.8% |
| ALLIANCEBERNSTEIN L.P. | 176.9K | 2.6% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 170.8K | 2.5% |
| JACOBS ASSET MANAGEMENT, LLC | 140.0K | 2.1% |
| STATE STREET CORP | 139.6K | 2.1% |
| ACADIAN ASSET MANAGEMENT LLC | 134.7K | 2.0% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 123.9K | 1.8% |
| First Western Trust Bank | 92.2K | 1.4% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 80.9K | 1.2% |
| Brevan Howard Capital Management LP | 75.0K | 1.1% |
| NORTHERN TRUST CORP | 66.8K | 1.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 58.4K | 0.9% |
| RENAISSANCE TECHNOLOGIES LLC | 57.4K | 0.9% |
| Qube Research & Technologies Ltd | 56.6K | 0.8% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | Increased | 520.3K | 747.1K | +226.8K |
| JACOBS ASSET MANAGEMENT, LLC | Reduced | 257.8K | 140.0K | -117.8K |
| ALGEBRIS (UK) LTD | Reduced | 344.0K | 259.1K | -85.0K |
| BOOTHBAY FUND MANAGEMENT, LLC | Reduced | 113.0K | 32.9K | -80.1K |
| PMC FIG Opportunities LLC | Reduced | 87.5K | 17.1K | -70.4K |
| Qube Research & Technologies Ltd | New | 0 | 56.6K | +56.6K |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | Reduced | 248.2K | 195.0K | -53.2K |
| SEI INVESTMENTS CO | Reduced | 98.7K | 49.4K | -49.3K |
| BlackRock, Inc. | Increased | 496.4K | 542.7K | +46.3K |
| RENAISSANCE TECHNOLOGIES LLC | Increased | 18.1K | 57.4K | +39.3K |
| MENDON CAPITAL ADVISORS CORP | Reduced | 253.3K | 215.8K | -37.5K |
| Persistent Asset Partners Ltd | Sold Out | 34.5K | 0 | -34.5K |
| ACADIAN ASSET MANAGEMENT LLC | Increased | 103.7K | 134.7K | +31.0K |
| ALLIANCEBERNSTEIN L.P. | Reduced | 206.9K | 176.9K | -30.1K |
| North Reef Capital Management LP | Increased | 716.6K | 742.6K | +26.0K |
| CM WEALTH ADVISORS LLC | New | 0 | 26.0K | +26.0K |
| Brevan Howard Capital Management LP | Reduced | 100.0K | 75.0K | -25.0K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 261.7K | 285.9K | +24.2K |
| Trexquant Investment LP | Increased | 11.4K | 34.2K | +22.9K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 179.0K | 201.9K | +22.8K |
| MARSHALL WACE, LLP | New | 0 | 16.3K | +16.3K |
| STATE OF WISCONSIN INVESTMENT BOARD | New | 0 | 15.9K | +15.9K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 14.1K | 28.5K | +14.4K |
| Quadrature Capital Ltd | New | 0 | 13.4K | +13.4K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | New | 0 | 12.8K | +12.8K |
| DIAMOND HILL CAPITAL MANAGEMENT INC | Increased | 159.8K | 170.8K | +11.0K |
| TWO SIGMA INVESTMENTS, LP | Increased | 11.8K | 22.7K | +10.9K |
| OCCUDO QUANTITATIVE STRATEGIES LP | New | 0 | 10.5K | +10.5K |
| STATE STREET CORP | Increased | 129.3K | 139.6K | +10.2K |
| Lido Advisors, LLC | Increased | 13.1K | 23.1K | +10.0K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 48.5K | 58.4K | +9.9K |
| NORTHERN TRUST CORP | Increased | 58.0K | 66.8K | +8.8K |
| XTX Topco Ltd | New | 0 | 8.7K | +8.7K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Reduced | 131.2K | 123.9K | -7.3K |
| Cambridge Investment Research Advisors, Inc. | New | 0 | 7.2K | +7.2K |
| PRICE T ROWE ASSOCIATES INC /MD/ | New | 0 | 7.1K | +7.1K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Sold Out | 6.8K | 0 | -6.8K |
| Curi Capital, LLC | Reduced | 197.1K | 190.4K | -6.6K |
| BANC FUNDS CO LLC | Reduced | 348.4K | 342.4K | -6.0K |
| First Western Trust Bank | Reduced | 98.2K | 92.2K | -6.0K |
| AMERICAN CENTURY COMPANIES INC | Increased | 14.1K | 18.9K | +4.8K |
| WELLS FARGO & COMPANY/MN | Increased | 4.1K | 8.3K | +4.2K |
| Bank of New York Mellon Corp | Increased | 19.2K | 22.9K | +3.7K |
| GOLDMAN SACHS GROUP INC | Increased | 33.8K | 37.5K | +3.7K |
| CITIGROUP INC | Increased | 402 | 4.0K | +3.6K |
| ELCO Management Co., LLC | Reduced | 14.7K | 11.4K | -3.4K |
| Russell Investments Group, Ltd. | Increased | 841 | 4.1K | +3.3K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 20.7K | 23.9K | +3.2K |
| NEW YORK STATE COMMON RETIREMENT FUND | Increased | 1.1K | 4.3K | +3.2K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Reduced | 83.9K | 80.9K | -2.9K |
| Empowered Funds, LLC | Reduced | 36.5K | 33.6K | -2.9K |
| UBS Group AG | Increased | 28.9K | 31.7K | +2.8K |
| Tieton Capital Management, LLC | Reduced | 190.1K | 187.3K | -2.8K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | New | 0 | 2.6K | +2.6K |
| MORGAN STANLEY | Reduced | 27.4K | 25.5K | -1.9K |
| AMERIPRISE FINANCIAL INC | Reduced | 19.0K | 17.6K | -1.4K |
| VANGUARD FIDUCIARY TRUST CO | Increased | 51.1K | 52.5K | +1.4K |
| FIRST TRUST ADVISORS LP | Increased | 27.9K | 29.0K | +1.1K |
| DEUTSCHE BANK AG\ | Increased | 7.2K | 8.0K | +838 |
| RHUMBLINE ADVISERS | Increased | 10.0K | 10.8K | +778 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.