First Western Financial MYFW Institutional Ownership

NASDAQ MYFW

$29.74 -0.25 (-0.83%)

At close: Oct 1, 2026 · 4:00 PM EDT

Institutions by Trading Activity

104 Institutions

Increased 53 51.0%

Unchanged 20 19.2%

Reduced 31 29.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

68.60%

▲+0.97 pp QoQ

Shares Held by Institutions

6.70Mn

of 9.76Mn outstanding

▲+2.37% QoQ

Shares Outstanding

9.76Mn

3.06Mn held outside 13F filers

Institutional Investors

104

filed 13F for Jun 2026

▲+10 vs prior quarter

Net Shares Added (QoQ)

+155.04K

accumulated since last quarter

Value of Holdings

$200.81Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

First Western Financial Inc (NASDAQ:MYFW) appears in 104 institutional 13F filings for the quarter ending June 2026.

They owned 68.6% of outstanding stock in June 2026, up from 67.6% the prior quarter.
Their total shares held in MYFW increased 2.37% quarter over quarter, and separately, investors owning First Western Financial increased 31.65% from a year ago.
Activity in MYFW broke down as 53 buyers, 31 sellers, and 20 unchanged among 104 total holders.
Combined, these investors held 6.7Mn shares in MYFW for June 2026, up by 155.04K shares quarter on quarter, and up 1.0Mn shares year over year.
WELLINGTON MANAGEMENT GROUP LLP is the top holder of First Western Financial as of June 30, 2026, with 747.1K shares representing 7.65% of outstanding stock.
The most significant purchases of MYFW for the quarter ending June 2026 came from WELLINGTON MANAGEMENT GROUP LLP (226.77K), Qube Research & Technologies Ltd (56.62K), BlackRock, Inc. (46.34K), RENAISSANCE TECHNOLOGIES LLC (39.26K), ACADIAN ASSET MANAGEMENT LLC (30.98K).
The biggest sellers of First Western Financial for the quarter ending June 2026 included JACOBS ASSET MANAGEMENT, LLC (117.82K), ALGEBRIS (UK) LTD (84.96K), BOOTHBAY FUND MANAGEMENT, LLC (80.06K), PMC FIG Opportunities LLC (70.42K), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (53.2K).
Business Quant data shows the 10 biggest positions in First Western Financial as of June 2026 are held by WELLINGTON MANAGEMENT GROUP LLP (747.1K), North Reef Capital Management LP (742.63K), BlackRock, Inc. (542.71K), VANGUARD CAPITAL MANAGEMENT LLC (353.52K), BANC FUNDS CO LLC (342.4K), DIMENSIONAL FUND ADVISORS LP (285.91K), ALGEBRIS (UK) LTD (259.09K), MENDON CAPITAL ADVISORS CORP (215.82K), GEODE CAPITAL MANAGEMENT, LLC (201.87K), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (195.0K).

Form 13F Holdings

104 Institutional Holders

Report period 30 Jun, 2026

Total shares held 6.70Mn

Of outstanding 68.60%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	WELLINGTON MANAGEMENT GROUP LLP	0000902219	747,096	7.65%	▲226,767	+43.58%	$23.99Mn
2	North Reef Capital Management LP	0001867831	742,630	7.61%	▲26,021	+3.63%	$23.85Mn
3	BlackRock, Inc.	0002012383	542,706	5.56%	▲46,345	+9.34%	$17.43Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	353,519	3.62%	▼310	-0.09%	$11.35Mn
5	BANC FUNDS CO LLC	0001029311	342,404	3.51%	▼6,000	-1.72%	$10.99Mn
6	DIMENSIONAL FUND ADVISORS LP	0000354204	285,909	2.93%	▲24,175	+9.24%	$9.18Mn
7	ALGEBRIS (UK) LTD	0001700286	259,090	2.65%	▼84,959	-24.69%	$8.29Mn
8	MENDON CAPITAL ADVISORS CORP	0001177043	215,815	2.21%	▼37,521	-14.81%	$6.93Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	201,866	2.07%	▲22,824	+12.75%	$6.48Mn
10	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	0001238990	195,000	2.00%	▼53,195	-21.43%	$6.26Mn
11	Curi Capital, LLC	0001332905	190,422	1.95%	▼6,634	-3.37%	$6.11Mn
12	Tieton Capital Management, LLC	0001381954	187,274	1.92%	▼2,820	-1.48%	$6.01K
13	ALLIANCEBERNSTEIN L.P.	0001109448	176,866	1.81%	▼30,063	-14.53%	$4.35Mn
14	Diamond Hill Capital Management, LLC (Investment Advisor)	0001217541	170,824	1.75%	▲10,992	+6.88%	$5.49Mn
15	JACOBS ASSET MANAGEMENT, LLC	0001351063	140,000	1.43%	▼117,819	-45.70%	$4.50Mn
16	State Street Corp	0000093751	139,551	1.43%	▲10,232	+7.91%	$4.48Mn
17	ACADIAN ASSET MANAGEMENT LLC	0000916542	134,662	1.38%	▲30,984	+29.88%	$4.32K
18	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0001164833	123,858	1.27%	▼7,300	-5.57%	$3.98Mn
19	First Western Trust Bank	0001513189	92,241	0.95%	▼5,990	-6.10%	$2.96Mn
20	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	80,940	0.83%	▼2,910	-3.47%	$2.60Mn

Showing 1 to 20 of 104 holders