First Western Financial Inc - MYFW

Sector: Financial · Industry: State Commercial Banks

Website: No information yet · Social: No information yet

Company profile

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Q2 2026 · Q1 2026

Value (USD)

Total reported value ($000)

$214.3M

QoQ value delta ($000)

+$50.96M (+31.2%)

Implied price effect (QoQ)

+29.46%

Total shares

6,717,791

QoQ shares delta

+89,125 (+1.34%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q2 2026 data: 102 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
WELLINGTON MANAGEMENT GROUP LLP	23,989	747,096	0.0%
North Reef Capital Management LP	23,845	742,630	0.91%
BlackRock, Inc.	17,426	542,706	0.0%
VANGUARD CAPITAL MANAGEMENT LLC	11,351	353,519	0.0%
BANC FUNDS CO LLC	10,994	342,404	1.82%
DIMENSIONAL FUND ADVISORS LP	9,180	285,909	0.0%
ALGEBRIS (UK) LTD	8,293	259,090	0.55%
MENDON CAPITAL ADVISORS CORP	6,929	215,815	2.45%
GEODE CAPITAL MANAGEMENT, LLC	6,483	201,866	0.0%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	6,261	195,000	0.31%
Curi Capital, LLC	6,114	190,422	0.09%
Tieton Capital Management, LLC	6,013	187,274	1.73%
Diamond Hill Capital Management, LLC (Investment Advisor)	5,485	170,824	0.04%
JACOBS ASSET MANAGEMENT, LLC	4,495	140,000	2.83%
STATE STREET CORP	4,480	139,551	0.0%
ALLIANCEBERNSTEIN L.P.	4,347	176,866	0.0%
ACADIAN ASSET MANAGEMENT LLC	4,318	134,662	0.01%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	3,977	123,858	0.01%
First Western Trust Bank	2,961	92,241	0.14%
BRIDGEWAY CAPITAL MANAGEMENT, LLC	2,598	80,940	0.05%
Brevan Howard Capital Management LP	2,408	75,000	0.02%
NORTHERN TRUST CORP	2,143	66,764	0.0%
VANGUARD PORTFOLIO MANAGEMENT LLC	1,874	58,368	0.0%
RENAISSANCE TECHNOLOGIES LLC	1,841	57,358	0.0%
Qube Research & Technologies Ltd	1,818	56,618	0.0%