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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| North Reef Capital Management LP | History | Added to | 716,609 | 17,614 | 0.61% | 0.74% | 1 | +30,655 | 4.47% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 520,329 | 12,789 | 0.0% | 0.0% | 2 | +277,649 | 114.41% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 455,597 | 12,214 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 496,361 | 12,200 | 0.0% | 0.0% | 4 | -7,429 | -1.47% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 353,829 | 8,697 | 0.0% | — | 5 | +353,829 | New | Q1 2026 | May 15, 2026 |
| BANC FUNDS CO LLC | History | Added to | 348,404 | 8,563 | 1.59% | 1.84% | 6 | +2,314 | 0.67% | Q1 2026 | May 14, 2026 |
| ALGEBRIS (UK) LTD | History | Added to | 344,049 | 8,442 | 0.61% | 0.73% | 7 | +3,242 | 0.95% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 261,734 | 6,433 | 0.0% | 0.0% | 8 | +6,440 | 2.52% | Q1 2026 | May 07, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | History | Reduced | 257,819 | 6,337 | 3.79% | 4.0% | 9 | -9,921 | -3.71% | Q1 2026 | May 15, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | No change | 253,336 | 6,226 | 2.41% | 2.01% | 10 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Reduced | 248,195 | 6,100 | 0.35% | 0.42% | 11 | -22,750 | -8.4% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 206,929 | 5,547 | 0.0% | 0.0% | 12 | +2,902 | 1.42% | Q1 2026 | May 15, 2026 |
| Curi Capital, LLC | History | No change | 197,056 | 4,843 | 0.09% | 0.09% | 13 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tieton Capital Management, LLC | History | Added to | 190,094 | 4,673 | 1.57% | 1.68% | 14 | +6,483 | 3.53% | Q1 2026 | May 08, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 179,042 | 4,401 | 0.0% | 0.0% | 15 | -1,170 | -0.65% | Q1 2026 | May 15, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Added to | 159,832 | 3,928 | 0.02% | 0.02% | 16 | +1,189 | 0.75% | Q1 2026 | May 07, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 131,158 | 3,223 | 0.01% | 0.01% | 17 | +360 | 0.28% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 129,319 | 3,178 | 0.0% | 0.0% | 18 | +908 | 0.71% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 112,993 | 2,777 | 0.04% | 0.06% | 19 | -42,184 | -27.18% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 103,678 | 2,545 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 100,000 | 2,458 | 0.02% | 0.02% | 21 | +31,795 | 46.62% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 98,729 | 2,426 | 0.0% | 0.0% | 22 | +50,268 | 103.73% | Q1 2026 | May 13, 2026 |
| First Western Trust Bank | History | Added to | 98,231 | 2,414 | 0.12% | 0.12% | 23 | +6,752 | 7.38% | Q1 2026 | May 12, 2026 |
| PMC FIG Opportunities LLC | History | Reduced | 87,487 | 2,150 | 3.31% | 4.51% | 24 | -19,677 | -18.36% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 83,850 | 2,061 | 0.04% | 0.05% | 25 | +3,133 | 3.88% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 57,951 | 1,424 | 0.0% | 0.0% | 26 | +2,457 | 4.43% | Q1 2026 | May 14, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 55,113 | 1,354 | 1.32% | 1.37% | 27 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | No change | 51,939 | 1,276 | 0.55% | 0.6% | 28 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 51,130 | 1,256 | 0.0% | — | 29 | +51,130 | New | Q1 2026 | May 08, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 48,518 | 1,192 | 0.0% | — | 30 | +48,518 | New | Q1 2026 | May 08, 2026 |
| Round Rock Advisors LLC | History | Added to | 47,431 | 1,165 | 0.18% | 0.17% | 31 | +6,350 | 15.46% | Q1 2026 | May 15, 2026 |
| Sippican Capital Advisors | History | Reduced | 46,475 | 1,142 | 0.78% | 0.82% | 32 | -1,350 | -2.82% | Q1 2026 | Apr 23, 2026 |
| Biltmore Family Office, LLC | History | No change | 45,316 | 1,113 | 0.16% | 0.17% | 33 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Empowered Funds, LLC | History | Added to | 36,468 | 896 | 0.01% | 0.02% | 34 | +3,133 | 9.4% | Q1 2026 | May 14, 2026 |
| Persistent Asset Partners Ltd | History | Reduced | 34,520 | 848 | 0.32% | 0.45% | 35 | -3,139 | -8.34% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 33,771 | 830 | 0.0% | 0.0% | 36 | +5,885 | 21.1% | Q1 2026 | May 15, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 31,385 | 771 | 0.47% | 0.54% | 37 | -4,167 | -11.72% | Q1 2026 | Apr 24, 2026 |
| UBS Group AG | History | Added to | 28,860 | 709 | 0.0% | 0.0% | 38 | +23,443 | 432.77% | Q1 2026 | May 05, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 27,912 | 686 | 0.0% | 0.0% | 39 | -222 | -0.79% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 27,403 | 673 | 0.0% | 0.0% | 40 | -7,907 | -22.39% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 25,000 | 614 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Added to | 24,272 | 596 | 0.0% | 0.0% | 42 | +171 | 0.71% | Q1 2026 | Apr 30, 2026 |
| STRS OHIO | History | No change | 21,600 | 530 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 20,700 | 508 | 0.0% | 0.0% | 44 | -1,918 | -8.48% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 19,158 | 470 | 0.0% | 0.0% | 45 | -1,202 | -5.9% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 19,000 | 467 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 18,100 | 444 | 0.0% | 0.0% | 47 | -22,700 | -55.64% | Q1 2026 | May 14, 2026 |
| ELCO Management Co., LLC | History | No change | 14,746 | 362 | 0.17% | 0.25% | 48 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 14,078 | 346 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 14,061 | 345 | 0.0% | 0.0% | 50 | +844 | 6.39% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 13,079 | 321 | 0.0% | 0.0% | 51 | -846 | -6.08% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 12,053 | 296 | 0.0% | 0.0% | 52 | +1,178 | 10.83% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 11,836 | 290 | 0.0% | 0.0% | 53 | -18,919 | -61.52% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Reduced | 11,362 | 279 | 0.0% | 0.01% | 54 | -10,483 | -47.99% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 10,692 | 262 | 0.0% | 0.0% | 55 | -11,096 | -50.93% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 10,030 | 246 | 0.0% | 0.0% | 56 | +73 | 0.73% | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 9,373 | 230 | 0.0% | — | 57 | +9,373 | New | Q1 2026 | Apr 20, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 8,423 | 207 | 0.0% | 0.0% | 58 | -1,683 | -16.65% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 7,198 | 176 | 0.0% | 0.0% | 59 | -318 | -4.23% | Q1 2026 | May 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 6,754 | 166 | 0.0% | 0.0% | 60 | -9,639 | -58.8% | Q1 2026 | May 08, 2026 |
| MetLife Investment Management, LLC | History | No change | 4,620 | 113 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,136 | 101 | 0.0% | 0.0% | 62 | -6,469 | -61.0% | Q1 2026 | May 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 3,931 | 96 | 0.0% | 0.0% | 63 | +102 | 2.66% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,365 | 83 | 0.0% | 0.0% | 64 | -813 | -19.46% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 2,978 | 73 | 0.0% | 0.0% | 65 | -355 | -10.65% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,794 | 68 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vanguard Global Advisers, LLC | History | New | 2,689 | 66 | 0.0% | — | 67 | +2,689 | New | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,751 | 43 | 0.0% | 0.0% | 68 | -74 | -4.05% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,166 | 28 | 0.0% | 0.0% | 69 | +750 | 180.29% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,068 | 26 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Russell Investments Group, Ltd. | History | No change | 841 | 20 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Legal & General Group Plc | History | Reduced | 751 | 18 | 0.0% | 0.0% | 72 | -59 | -7.28% | Q1 2026 | May 08, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 696 | 17 | 0.0% | 0.0% | 73 | +220 | 46.22% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Added to | 719 | 17 | 0.0% | 0.0% | 74 | +32 | 4.66% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 592 | 14 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 448 | 11 | 0.0% | 0.0% | 76 | -61 | -11.98% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 402 | 9 | 0.0% | 0.0% | 77 | +214 | 113.83% | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 197 | 4 | 0.0% | 0.0% | 79 | -131 | -39.94% | Q1 2026 | Apr 22, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 163 | 4 | 0.0% | 0.0% | 78 | +40 | 32.52% | Q1 2026 | Apr 28, 2026 |
| Essential Partners LLC | History | No change | 160 | 3 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 89 | 2 | 0.0% | 0.0% | 81 | -357 | -80.04% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 111 | 2 | 0.0% | 0.0% | 82 | +19 | 20.65% | Q1 2026 | Apr 06, 2026 |
| Optiver Holding B.V. | History | Reduced | 78 | 1 | 0.0% | 0.0% | 84 | -64 | -45.07% | Q1 2026 | Jun 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 50 | 1 | 0.0% | 0.0% | 83 | +2 | 4.17% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -47,873 | -100.0% | Q1 2026 | May 14, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Closed out | 0 | 0 | — | 0.1% | — | -43,432 | -100.0% | Q1 2026 | May 13, 2026 |
| Permanent Capital Management, LP | History | Closed out | 0 | 0 | — | 0.11% | — | -21,000 | -100.0% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,851 | -100.0% | Q1 2026 | May 15, 2026 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.1% | — | -7,743 | -100.0% | Q1 2026 | Apr 29, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -260 | -100.0% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 17 | 0 | — | — | — | +9 | 112.5% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 20 | 0 | — | — | — | -3 | -13.04% | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6 | 0 | — | — | — | +1 | 20.0% | Q1 2026 | Apr 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Versant Capital Management, Inc | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| True Wealth Design, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |