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 | Added to | 747,096 | 23,989 | 0.0% | 0.0% | 1 | +226,767 | 43.58% | Q2 2026 | Aug 14, 2026 |
| North Reef Capital Management LP | History | Added to | 742,630 | 23,845 | 0.91% | 0.61% | 2 | +26,021 | 3.63% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 542,706 | 17,426 | 0.0% | 0.0% | 3 | +46,345 | 9.34% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 353,519 | 11,351 | 0.0% | 0.0% | 4 | -310 | -0.09% | Q2 2026 | Aug 13, 2026 |
| BANC FUNDS CO LLC | History | Reduced | 342,404 | 10,994 | 1.82% | 1.59% | 5 | -6,000 | -1.72% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 285,909 | 9,180 | 0.0% | 0.0% | 6 | +24,175 | 9.24% | Q2 2026 | Aug 11, 2026 |
| ALGEBRIS (UK) LTD | History | Reduced | 259,090 | 8,293 | 0.55% | 0.61% | 7 | -84,959 | -24.69% | Q2 2026 | Aug 11, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | Reduced | 215,815 | 6,929 | 2.45% | 2.41% | 8 | -37,521 | -14.81% | Q2 2026 | Aug 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 201,866 | 6,483 | 0.0% | 0.0% | 9 | +22,824 | 12.75% | Q2 2026 | Aug 12, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Reduced | 195,000 | 6,261 | 0.31% | 0.35% | 10 | -53,195 | -21.43% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | Reduced | 190,422 | 6,114 | 0.09% | 0.09% | 11 | -6,634 | -3.37% | Q2 2026 | Aug 14, 2026 |
| Tieton Capital Management, LLC | History | Reduced | 187,274 | 6,013 | 1.73% | 1.57% | 12 | -2,820 | -1.48% | Q2 2026 | Aug 10, 2026 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | History | Added to | 170,824 | 5,485 | 0.04% | 0.02% | 13 | +10,992 | 6.88% | Q2 2026 | Aug 06, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | History | Reduced | 140,000 | 4,495 | 2.83% | 3.79% | 14 | -117,819 | -45.7% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 139,551 | 4,480 | 0.0% | 0.0% | 15 | +10,232 | 7.91% | Q2 2026 | Sep 22, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 176,866 | 4,347 | 0.0% | 0.0% | 16 | -30,063 | -14.53% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 134,662 | 4,318 | 0.01% | 0.0% | 17 | +30,984 | 29.88% | Q2 2026 | Aug 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 123,858 | 3,977 | 0.01% | 0.01% | 18 | -7,300 | -5.57% | Q2 2026 | Aug 14, 2026 |
| First Western Trust Bank | History | Reduced | 92,241 | 2,961 | 0.14% | 0.12% | 19 | -5,990 | -6.1% | Q2 2026 | Jul 29, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 80,940 | 2,598 | 0.05% | 0.04% | 20 | -2,910 | -3.47% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 75,000 | 2,408 | 0.02% | 0.02% | 21 | -25,000 | -25.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 66,764 | 2,143 | 0.0% | 0.0% | 22 | +8,813 | 15.21% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 58,368 | 1,874 | 0.0% | 0.0% | 23 | +9,850 | 20.3% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 57,358 | 1,841 | 0.0% | 0.0% | 24 | +39,258 | 216.9% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 56,618 | 1,818 | 0.0% | — | 25 | +56,618 | New | Q2 2026 | Aug 14, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 55,113 | 1,769 | 1.55% | 1.32% | 26 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 52,486 | 1,685 | 0.0% | 0.0% | 27 | +1,356 | 2.65% | Q2 2026 | Aug 13, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | No change | 51,939 | 1,667 | 0.66% | 0.55% | 28 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 49,449 | 1,587 | 0.0% | 0.0% | 29 | -49,280 | -49.91% | Q2 2026 | Aug 14, 2026 |
| Round Rock Advisors LLC | History | No change | 47,431 | 1,523 | 0.2% | 0.18% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sippican Capital Advisors | History | No change | 46,475 | 1,492 | 0.91% | 0.78% | 31 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Biltmore Family Office, LLC | History | No change | 45,316 | 1,455 | 0.19% | 0.16% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 37,507 | 1,204 | 0.0% | 0.0% | 33 | +3,736 | 11.06% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | Added to | 34,218 | 1,098 | 0.01% | 0.0% | 34 | +22,856 | 201.16% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | Reduced | 33,558 | 1,077 | 0.01% | 0.01% | 35 | -2,910 | -7.98% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 32,935 | 1,057 | 0.01% | 0.04% | 36 | -80,058 | -70.85% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 31,688 | 1,017 | 0.0% | 0.0% | 37 | +2,828 | 9.8% | Q2 2026 | Aug 13, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 31,385 | 1,007 | 0.54% | 0.47% | 38 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 28,985 | 930 | 0.0% | 0.0% | 39 | +1,073 | 3.84% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 28,494 | 914 | 0.0% | 0.0% | 40 | +14,433 | 102.65% | Q2 2026 | Aug 14, 2026 |
| CM WEALTH ADVISORS LLC | History | New | 26,002 | 834 | 0.15% | — | 41 | +26,002 | New | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | Reduced | 25,484 | 818 | 0.0% | 0.0% | 42 | -1,919 | -7.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 25,000 | 802 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 24,272 | 779 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 23,943 | 768 | 0.0% | 0.0% | 45 | +3,243 | 15.67% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Added to | 23,080 | 741 | 0.0% | 0.0% | 46 | +10,001 | 76.47% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 22,906 | 735 | 0.0% | 0.0% | 47 | +3,748 | 19.56% | Q2 2026 | Aug 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 22,743 | 730 | 0.0% | 0.0% | 48 | +10,907 | 92.15% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | No change | 21,600 | 693 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 18,921 | 607 | 0.0% | 0.0% | 50 | +4,843 | 34.4% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 17,629 | 566 | 0.0% | 0.0% | 51 | -1,371 | -7.22% | Q2 2026 | Aug 14, 2026 |
| PMC FIG Opportunities LLC | History | Reduced | 17,065 | 547 | 0.87% | 3.31% | 52 | -70,422 | -80.49% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | New | 16,305 | 523 | 0.0% | — | 53 | +16,305 | New | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 15,916 | 511 | 0.0% | — | 54 | +15,916 | New | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | New | 13,396 | 430 | 0.0% | — | 55 | +13,396 | New | Q2 2026 | Aug 06, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 12,833 | 412 | 0.0% | — | 56 | +12,833 | New | Q2 2026 | Aug 14, 2026 |
| ELCO Management Co., LLC | History | Reduced | 11,388 | 365 | 0.16% | 0.17% | 57 | -3,358 | -22.77% | Q2 2026 | Aug 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 11,326 | 363 | 0.0% | 0.0% | 58 | -727 | -6.03% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 10,808 | 347 | 0.0% | 0.0% | 59 | +778 | 7.76% | Q2 2026 | Aug 11, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 10,515 | 337 | 0.02% | — | 60 | +10,515 | New | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Reduced | 10,255 | 329 | 0.0% | 0.0% | 61 | -437 | -4.09% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 9,373 | 300 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| XTX Topco Ltd | History | New | 8,676 | 278 | 0.0% | — | 63 | +8,676 | New | 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 | Added to | 8,330 | 267 | 0.0% | 0.0% | 65 | +4,194 | 101.4% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 8,036 | 258 | 0.0% | 0.0% | 66 | +838 | 11.64% | Q2 2026 | Aug 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 7,132 | 230 | 0.0% | — | 67 | +7,132 | New | Q2 2026 | Aug 14, 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 | Added to | 4,268 | 137 | 0.0% | 0.0% | 69 | +3,200 | 299.63% | Q2 2026 | Jul 29, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 4,111 | 132 | 0.0% | 0.0% | 70 | +3,270 | 388.82% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | Added to | 4,010 | 128 | 0.0% | 0.0% | 71 | +3,608 | 897.51% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 4,002 | 128 | 0.0% | 0.0% | 72 | +71 | 1.81% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,687 | 118 | 0.0% | 0.0% | 73 | +322 | 9.57% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Reduced | 2,956 | 94 | 0.0% | 0.0% | 74 | -22 | -0.74% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,794 | 89 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 2,689 | 86 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 2,580 | 82 | 0.0% | — | 77 | +2,580 | New | Q2 2026 | Aug 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,299 | 41 | 0.0% | 0.0% | 78 | -452 | -25.81% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,067 | 34 | 0.0% | 0.0% | 79 | -99 | -8.49% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | Added to | 910 | 29 | 0.0% | 0.0% | 80 | +159 | 21.17% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 696 | 22 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 592 | 19 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 719 | 17 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 445 | 15 | 0.0% | 0.0% | 84 | +356 | 400.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | New | 197 | 6 | 0.0% | — | 85 | +197 | New | Q2 2026 | Aug 10, 2026 |
| Sterling Capital Management LLC | History | Reduced | 175 | 5 | 0.0% | 0.0% | 87 | -22 | -11.17% | Q2 2026 | Jul 28, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 163 | 5 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quarry LP | History | New | 149 | 4 | 0.0% | — | 88 | +149 | New | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 116 | 3 | 0.0% | 0.0% | 89 | -332 | -74.11% | Q2 2026 | Aug 24, 2026 |
| GAMMA Investing LLC | History | No change | 111 | 3 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Allworth Financial LP | History | Added to | 83 | 2 | 0.0% | — | 91 | +66 | 388.24% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 63 | 2 | 0.0% | 0.0% | 92 | +13 | 26.0% | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | Added to | 46 | 1 | 0.0% | — | 93 | +37 | 411.11% | Q2 2026 | Jul 20, 2026 |
| Persistent Asset Partners Ltd | History | Closed out | 0 | 0 | — | 0.32% | — | -34,520 | -100.0% | Q2 2026 | Aug 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,754 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | Reduced | 27 | 0 | — | 0.0% | — | -133 | -83.13% | Q2 2026 | Aug 10, 2026 |
| Optiver Holding B.V. | History | Reduced | 6 | 0 | — | 0.0% | — | -72 | -92.31% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 18 | 0 | — | — | — | +15 | 500.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 16 | 0 | — | — | — | +10 | 166.67% | Q2 2026 | Jul 17, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 8 | 0 | — | — | — | +3 | 60.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | Reduced | 7 | 0 | — | — | — | -2 | -22.22% | Q2 2026 | Jul 16, 2026 |
| SJS Investment Consulting Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |