Institutional Ownership First Western Financial Inc (MYFW)
This table provides information about the institutional ownership of First Western Financial Inc (MYFW). We have compiled data on the 68 institutions that hold shares in the stock, with a total of 5.83 Million shares, which have been reported (via 13F filing form) to have a value of $127 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Banc Funds CO LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
636,177
shares
|
$13.8 Million
1.86% of portfolio
|
Q4 2024
Reduced 11.93%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
509,507
shares
|
$11.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
401,490
shares
|
$8.71 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Feb 14, 2025 Q4 2024 |
355,475
shares
|
$7.71 Million
0.41% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
354,571
shares
|
$7.69 Million
0.0% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
329,817
shares
|
$7.15 Million
0.03% of portfolio
|
Q4 2024
Reduced 26.05%
|
|
|
North Reef Capital Management LP
Laguna Beach, CA |
Feb 14, 2025 Q4 2024 |
312,423
shares
|
$6.78 Million
0.27% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Jacobs Asset Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
312,124
shares
|
$6.77 Million
3.74% of portfolio
|
Q4 2024
Added 49.98%
|
|
|
Mendon Capital Advisors Corp
Rochester, NY |
Feb 14, 2025 Q4 2024 |
257,598
shares
|
$5.59 Million
2.48% of portfolio
|
Q4 2024
Added 152.14%
|
|
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
Feb 14, 2025 Q4 2024 |
232,189
shares
|
$5.04 Million
1.05% of portfolio
|
Q4 2024
Added 322.62%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
196,656
shares
|
$4.27 Million
0.09% of portfolio
|
Q4 2024
Added 120.04%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
192,681
shares
|
$4.18 Million
0.0% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Tieton Capital Management, LLC
Yakima, WA |
Feb 11, 2025 Q4 2024 |
184,612
shares
|
$4 Million
1.45% of portfolio
|
Q4 2024
New holding
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
171,906
shares
|
$3.73 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
May 06, 2025 Q1 2025 |
158,544
shares
|
$3.44 Million
0.01% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Feb 13, 2025 Q4 2024 |
131,145
shares
|
$2.84 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
111,675
shares
|
$2.42 Million
0.1% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
107,913
shares
|
$2.34 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
66,690
shares
|
$1.45 Million
0.03% of portfolio
|
Q4 2024
Added 42.15%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
63,945
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
60,461
shares
|
$1.31 Million
0.04% of portfolio
|
Q4 2024
Added 75.38%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
51,939
shares
|
$1.13 Million
0.54% of portfolio
|
Q1 2024
Reduced 10.36%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
48,295
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Added 1155.39%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
45,316
shares
|
$982,904
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Sippican Capital Advisors
|
Apr 28, 2025 Q1 2025 |
40,070
shares
|
$869,118
0.64% of portfolio
|
Q1 2025
Added 61.93%
|