First Western Financial Inc - MYFW
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| North Reef Capital Management LP | History | Added to | 685,954 | 18,390 | 0.74% | 0.67% | 1 | +68,130 | 11.03% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 503,790 | 13,506 | 0.0% | 0.0% | 2 | +8,903 | 1.8% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 455,597 | 12,214 | 0.0% | 0.0% | 3 | +28,170 | 6.59% | Q4 2025 | Jan 29, 2026 |
| BANC FUNDS CO LLC | History | Reduced | 346,090 | 9,278 | 1.84% | 1.67% | 4 | -68,539 | -16.53% | Q4 2025 | Feb 12, 2026 |
| ALGEBRIS (UK) LTD | History | Added to | 340,807 | 9,141 | 0.73% | 0.82% | 5 | +25,358 | 8.04% | Q4 2025 | Feb 10, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Reduced | 270,945 | 7,264 | 0.42% | 0.42% | 6 | -40,557 | -13.02% | Q4 2025 | Feb 17, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | History | Reduced | 267,740 | 7,178 | 4.0% | 3.97% | 7 | -47,219 | -14.99% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 255,294 | 6,843 | 0.0% | 0.0% | 8 | +5,217 | 2.09% | Q4 2025 | Feb 12, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | No change | 253,336 | 6,791 | 2.01% | 2.24% | 9 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 242,680 | 6,506 | 0.0% | 0.0% | 10 | +131,955 | 119.17% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 204,027 | 5,469 | 0.0% | 0.0% | 11 | +4,544 | 2.28% | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | No change | 197,056 | 5,283 | 0.09% | 0.08% | 12 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tieton Capital Management, LLC | History | Added to | 183,611 | 4,923 | 1.68% | 1.45% | 13 | +1,735 | 0.95% | Q4 2025 | Feb 10, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 180,212 | 4,832 | 0.0% | 0.0% | 14 | -215 | -0.12% | Q4 2025 | Feb 09, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Added to | 158,643 | 4,253 | 0.02% | 0.02% | 15 | +5,264 | 3.43% | Q4 2025 | Feb 06, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 155,177 | 4,160 | 0.06% | 0.05% | 16 | -1,105 | -0.71% | Q4 2025 | Feb 17, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 130,798 | 3,506 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 128,411 | 3,442 | 0.0% | 0.0% | 18 | +113 | 0.09% | Q4 2025 | Feb 13, 2026 |
| PMC FIG Opportunities LLC | History | Reduced | 107,164 | 2,873 | 4.51% | 4.17% | 19 | -12,947 | -10.78% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 103,678 | 2,776 | 0.0% | 0.0% | 20 | +9,653 | 10.27% | Q4 2025 | Feb 10, 2026 |
| First Western Trust Bank | History | Reduced | 91,479 | 2,452 | 0.12% | 0.12% | 21 | -18,024 | -16.46% | Q4 2025 | Feb 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 80,717 | 2,164 | 0.05% | 0.04% | 22 | +2,959 | 3.81% | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | New | 68,205 | 1,828 | 0.02% | — | 23 | +68,205 | New | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 55,494 | 1,487 | 0.0% | 0.0% | 24 | -6,520 | -10.51% | Q4 2025 | Feb 17, 2026 |
| Rosenthal {-} Henry Capital Advisors, Inc. | History | No change | 55,113 | 1,477 | 1.37% | 1.22% | 25 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | No change | 51,939 | 1,392 | 0.6% | 0.52% | 26 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| SEI INVESTMENTS CO | History | New | 48,461 | 1,299 | 0.0% | — | 27 | +48,461 | New | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 47,873 | 1,283 | 0.0% | 0.0% | 28 | -37,524 | -43.94% | Q4 2025 | Feb 13, 2026 |
| Sippican Capital Advisors | History | No change | 47,825 | 1,282 | 0.82% | 0.73% | 29 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Biltmore Family Office, LLC | History | No change | 45,316 | 1,214 | 0.17% | 0.15% | 30 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | New | 43,432 | 1,164 | 0.1% | — | 31 | +43,432 | New | Q4 2025 | Jan 30, 2026 |
| Round Rock Advisors LLC | History | Added to | 41,081 | 1,101 | 0.17% | 0.07% | 32 | +22,871 | 125.6% | Q4 2025 | Apr 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 40,800 | 1,093 | 0.0% | 0.0% | 33 | -21,500 | -34.51% | Q4 2025 | Feb 12, 2026 |
| Persistent Asset Partners Ltd | History | Reduced | 37,659 | 1,009 | 0.45% | 0.61% | 34 | -948 | -2.46% | Q4 2025 | Feb 17, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 35,552 | 953 | 0.54% | 0.48% | 35 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MORGAN STANLEY | History | Reduced | 35,310 | 946 | 0.0% | 0.0% | 36 | -1,010 | -2.78% | Q4 2025 | Feb 13, 2026 |
| Empowered Funds, LLC | History | Added to | 33,335 | 893 | 0.02% | 0.01% | 37 | +2,959 | 9.74% | Q4 2025 | Feb 18, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 30,755 | 824 | 0.0% | 0.0% | 38 | -8,211 | -21.07% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 28,134 | 754 | 0.0% | 0.0% | 39 | -947 | -3.26% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 27,886 | 747 | 0.0% | 0.0% | 40 | +1,727 | 6.6% | Q4 2025 | Mar 25, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 25,000 | 670 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Nuveen, LLC | History | No change | 24,101 | 646 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 22,618 | 606 | 0.0% | 0.0% | 43 | -1,400 | -5.83% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | Added to | 21,845 | 585 | 0.01% | 0.0% | 44 | +5,872 | 36.76% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 21,788 | 584 | 0.0% | 0.0% | 45 | +1,244 | 6.06% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Reduced | 21,600 | 579 | 0.0% | 0.0% | 46 | -1,000 | -4.42% | Q4 2025 | Feb 02, 2026 |
| Permanent Capital Management, LP | History | New | 21,000 | 563 | 0.11% | — | 47 | +21,000 | New | Q4 2025 | Jan 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 20,360 | 545 | 0.0% | 0.0% | 48 | +1,404 | 7.41% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 19,000 | 509 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ELCO Management Co., LLC | History | No change | 14,746 | 395 | 0.25% | 0.18% | 50 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 14,078 | 377 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 16,393 | 371 | 0.0% | 0.0% | 52 | -4,269 | -20.66% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 13,217 | 354 | 0.0% | 0.0% | 53 | +1,198 | 9.97% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | No change | 13,925 | 320 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 10,875 | 291 | 0.0% | 0.0% | 55 | +3,328 | 44.1% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 10,605 | 284 | 0.0% | 0.0% | 56 | +3,299 | 45.15% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 10,106 | 270 | 0.0% | 0.0% | 57 | -4,849 | -32.42% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 9,957 | 266 | 0.0% | 0.0% | 58 | -1,591 | -13.78% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 7,851 | 210 | 0.0% | — | 59 | +7,851 | New | Q4 2025 | Feb 17, 2026 |
| R Squared Ltd | History | New | 7,743 | 207 | 0.1% | — | 60 | +7,743 | New | Q4 2025 | Jan 30, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 7,516 | 201 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 5,417 | 145 | 0.0% | 0.0% | 62 | -476 | -8.08% | Q4 2025 | Jan 29, 2026 |
| MetLife Investment Management, LLC | History | No change | 4,620 | 123 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,178 | 112 | 0.0% | 0.0% | 64 | -3,172 | -43.16% | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 3,829 | 102 | 0.0% | 0.0% | 65 | -128 | -3.23% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 3,333 | 89 | 0.0% | 0.0% | 66 | +373 | 12.6% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,794 | 74 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,825 | 48 | 0.0% | 0.0% | 68 | +194 | 11.89% | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,068 | 28 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 841 | 22 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | No change | 810 | 21 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Added to | 687 | 18 | 0.0% | 0.0% | 72 | +32 | 4.89% | Q4 2025 | Jan 26, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 592 | 15 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 446 | 13 | 0.0% | — | 74 | +446 | New | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 509 | 13 | 0.0% | 0.0% | 75 | -70 | -12.09% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | New | 476 | 12 | 0.0% | — | 76 | +476 | New | Q4 2025 | Jan 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 416 | 11 | 0.0% | 0.0% | 77 | -220 | -34.59% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 328 | 8 | 0.0% | 0.0% | 78 | -49 | -13.0% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 260 | 7 | 0.0% | 0.0% | 79 | -14 | -5.11% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 188 | 5 | 0.0% | 0.0% | 80 | -137 | -42.15% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 123 | 3 | 0.0% | 0.0% | 81 | -2 | -1.6% | Q4 2025 | Jan 20, 2026 |
| Optiver Holding B.V. | History | No change | 142 | 3 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | No change | 92 | 2 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 48 | 1 | 0.0% | 0.0% | 84 | +2 | 4.35% | Q4 2025 | Feb 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,320 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,749 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,898 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -2,146 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -210 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -122 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Allworth Financial LP | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 23 | 0 | — | — | — | +3 | 15.0% | Q4 2025 | Feb 06, 2026 |
| Sunbelt Securities, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 9 | 0 | — | — | — | -1 | -10.0% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Added to | 9 | 0 | — | — | — | +1 | 12.5% | Q4 2025 | Jan 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Versant Capital Management, Inc | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Farther Finance Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |