First Western Financial Inc - MYFW
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 747,096 | 23,989 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| North Reef Capital Management LP | History | No change | 742,630 | 23,845 | 0.91% | 0.91% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 542,706 | 17,426 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 353,519 | 11,351 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANC FUNDS CO LLC | History | No change | 342,404 | 10,994 | 1.82% | 1.82% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 315,773 | 9,470 | 0.0% | 0.0% | 6 | +29,864 | 10.45% | Q3 2026 | Nov 04, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 256,147 | 7,671 | 0.01% | 0.01% | 7 | +121,485 | 90.21% | Q3 2026 | Nov 09, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | No change | 215,815 | 6,929 | 2.45% | 2.45% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 195,000 | 6,261 | 0.31% | 0.31% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | No change | 190,422 | 6,114 | 0.09% | 0.09% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 201,175 | 6,034 | 0.0% | 0.0% | 11 | -691 | -0.34% | Q3 2026 | Nov 06, 2026 |
| Tieton Capital Management, LLC | History | No change | 187,274 | 6,013 | 1.73% | 1.73% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | History | No change | 170,824 | 5,485 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | History | No change | 140,000 | 4,495 | 2.83% | 2.83% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 139,551 | 4,480 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 176,866 | 4,347 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 123,858 | 3,977 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Western Trust Bank | History | No change | 92,241 | 2,961 | 0.14% | 0.14% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 80,940 | 2,598 | 0.05% | 0.05% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 75,000 | 2,408 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 66,764 | 2,143 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 58,368 | 1,874 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 57,358 | 1,841 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 56,618 | 1,818 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 52,486 | 1,685 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 55,113 | 1,652 | 1.52% | 1.55% | 26 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| SEI INVESTMENTS CO | History | No change | 49,449 | 1,587 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Round Rock Advisors LLC | History | No change | 47,431 | 1,523 | 0.2% | 0.2% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Reduced | 49,939 | 1,497 | 0.57% | 0.66% | 29 | -2,000 | -3.85% | Q3 2026 | Oct 14, 2026 |
| Sippican Capital Advisors | History | No change | 46,475 | 1,393 | 0.93% | 0.91% | 30 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Biltmore Family Office, LLC | History | No change | 45,316 | 1,359 | 0.18% | 0.19% | 31 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 37,507 | 1,204 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 34,218 | 1,098 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 33,558 | 1,077 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 32,935 | 1,057 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 31,688 | 1,017 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 28,985 | 930 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 28,494 | 914 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 29,300 | 878 | 0.0% | 0.0% | 39 | +7,700 | 35.65% | Q3 2026 | Oct 30, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 26,002 | 834 | 0.15% | 0.15% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | No change | 25,484 | 818 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 25,000 | 802 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 24,272 | 779 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 23,943 | 768 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 22,743 | 730 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 23,077 | 692 | 0.0% | 0.0% | 46 | -3 | -0.01% | Q3 2026 | Nov 04, 2026 |
| Bank of New York Mellon Corp | History | Added to | 22,913 | 687 | 0.0% | 0.0% | 47 | +7 | 0.03% | Q3 2026 | Nov 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 18,921 | 607 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 17,629 | 566 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PMC FIG Opportunities LLC | History | No change | 17,065 | 547 | 0.87% | 0.87% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 16,305 | 523 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 15,916 | 511 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wavvest Wealth LLC | History | New | 16,704 | 500 | 0.4% | — | 53 | +16,704 | New | Q3 2026 | Oct 21, 2026 |
| Quadrature Capital Ltd | History | No change | 13,396 | 430 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 12,833 | 412 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Added to | 12,312 | 369 | 0.0% | 0.0% | 56 | +2,057 | 20.06% | Q3 2026 | Nov 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 11,326 | 363 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 10,808 | 347 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ELCO Management Co., LLC | History | No change | 11,388 | 341 | 0.16% | 0.16% | 59 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 10,515 | 337 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 10,741 | 322 | 0.0% | 0.0% | 61 | +6,630 | 161.27% | Q3 2026 | Nov 06, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 9,373 | 281 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| XTX Topco Ltd | History | No change | 8,676 | 278 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 8,423 | 270 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 8,330 | 267 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 7,132 | 230 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 7,054 | 211 | 0.0% | 0.0% | 67 | -982 | -12.22% | Q3 2026 | Nov 06, 2026 |
| MetLife Investment Management, LLC | History | No change | 4,620 | 148 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,268 | 137 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 4,002 | 128 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,687 | 118 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Reduced | 3,488 | 104 | 0.0% | 0.0% | 72 | -522 | -13.02% | Q3 2026 | Nov 04, 2026 |
| FMR LLC | History | No change | 2,956 | 94 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 2,689 | 86 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,794 | 83 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 2,580 | 82 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 1,299 | 41 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,067 | 34 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 910 | 29 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 696 | 20 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 592 | 19 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 445 | 15 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 203 | 6 | 0.0% | 0.0% | 84 | +92 | 82.88% | Q3 2026 | Oct 08, 2026 |
| Arax Advisory Partners | History | No change | 197 | 6 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 167 | 5 | 0.0% | 0.0% | 85 | +4 | 2.45% | Q3 2026 | Oct 22, 2026 |
| Sterling Capital Management LLC | History | Reduced | 171 | 5 | 0.0% | 0.0% | 86 | -4 | -2.29% | Q3 2026 | Oct 22, 2026 |
| Quarry LP | History | No change | 149 | 4 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 116 | 3 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 73 | 2 | 0.0% | — | 91 | +72 | 7200.0% | Q3 2026 | Oct 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 72 | 2 | 0.0% | 0.0% | 90 | +9 | 14.29% | Q3 2026 | Nov 04, 2026 |
| Allworth Financial LP | History | No change | 83 | 2 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 66 | 1 | 0.0% | — | 93 | +50 | 312.5% | Q3 2026 | Oct 08, 2026 |
| IFP Advisors, Inc | History | Added to | 54 | 1 | 0.0% | 0.0% | 92 | +8 | 17.39% | Q3 2026 | Oct 16, 2026 |
| ALGEBRIS (UK) LTD | History | Closed out | 0 | 0 | — | 0.55% | — | -259,090 | -100.0% | Q3 2026 | Nov 06, 2026 |
| SummerHaven Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -31,385 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Root Financial Partners, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q3 2026 | Oct 21, 2026 |
| True Wealth Design, LLC | History | Added to | 10 | 0 | — | — | — | +3 | 42.86% | Q3 2026 | Oct 13, 2026 |
| Clearstead Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Nov 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Versant Capital Management, Inc | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Optiver Holding B.V. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |