First Western Financial, Inc.(MYFW)

$32.17—

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First Western Financial, Inc.(MYFW)

NASDAQ

$32.17—

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MYFW(MYFW)

MYFW

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Institutional Ownership

Top 120 Institutional Holders

Holder	Shares	Date	Change	% Held
WELLINGTON MANAGEMENT GROUP LLP	747.10K	Jun 30, 26	+226.77K	7.68%
North Reef Capital Management LP	742.63K	Jun 30, 26	+26.02K	7.63%
BlackRock, Inc.	542.71K	Jun 30, 26	+46.34K	5.58%
VANGUARD CAPITAL MANAGEMENT LLC	353.52K	Jun 30, 26	-310	3.63%
BANC FUNDS CO LLC	342.40K	Jun 30, 26	-6.00K	3.52%
DIMENSIONAL FUND ADVISORS LP	285.91K	Jun 30, 26	+24.18K	2.94%
Algebris (UK) Ltd	259.09K	Jun 30, 26	-84.96K	2.66%
MENDON CAPITAL ADVISORS CORP	215.81K	Jun 30, 26	-37.52K	2.22%
GEODE CAPITAL MANAGEMENT, LLC	201.87K	Jun 30, 26	+22.82K	2.07%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	195.00K	Jun 30, 26	-53.20K	2.00%
RMB Capital Management, LLC	190.42K	Jun 30, 26	-6.63K	1.96%
Tieton Capital Management, LLC	187.27K	Jun 30, 26	-2.82K	1.92%
ALLIANCEBERNSTEIN L.P.	176.87K	Jun 30, 26	-30.06K	1.82%
DIAMOND HILL CAPITAL MANAGEMENT INC	170.82K	Jun 30, 26	+10.99K	1.76%
JACOBS ASSET MANAGEMENT, LLC	140.00K	Jun 30, 26	-117.82K	1.44%
STATE STREET CORP	139.55K	Jun 30, 26	+10.23K	1.43%
ACADIAN ASSET MANAGEMENT LLC	134.66K	Jun 30, 26	+30.98K	1.38%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	123.86K	Jun 30, 26	-7.30K	1.27%
First Western Trust Bank	92.24K	Jun 30, 26	-5.99K	0.95%
BRIDGEWAY CAPITAL MANAGEMENT, LLC	80.94K	Jun 30, 26	-2.91K	0.83%
Brevan Howard Capital Management LP	75.00K	Jun 30, 26	-25.00K	0.77%
NORTHERN TRUST CORP	66.76K	Jun 30, 26	+8.81K	0.69%
RENAISSANCE TECHNOLOGIES LLC	57.36K	Jun 30, 26	+39.26K	0.59%
Qube Research & Technologies Ltd	56.62K	Jun 30, 26	+56.62K	0.58%
John W. Rosenthal Capital Management, Inc.	55.11K	Jun 30, 26	--	0.57%
VANGUARD FIDUCIARY TRUST CO	52.49K	Jun 30, 26	+1.36K	0.54%
Cherry Creek Investment Advisors, Inc.	51.94K	Jun 30, 26	--	0.53%
SEI INVESTMENTS CO	49.45K	Jun 30, 26	-49.28K	0.51%
Round Rock Advisors, LLC	47.43K	Jun 30, 26	--	0.49%
Sippican Capital Advisors	46.48K	Jun 30, 26	--	0.48%
Biltmore Family Office, LLC	45.32K	Jun 30, 26	--	0.47%
GOLDMAN SACHS GROUP INC	37.51K	Jun 30, 26	+3.74K	0.39%
Trexquant Investment LP	34.22K	Jun 30, 26	+22.86K	0.35%
Empowered Funds, LLC	33.56K	Jun 30, 26	-2.91K	0.34%
BOOTHBAY FUND MANAGEMENT, LLC	32.94K	Jun 30, 26	-80.06K	0.34%
UBS Group AG	31.69K	Jun 30, 26	+2.83K	0.33%
SummerHaven Investment Management, LLC	31.39K	Jun 30, 26	--	0.32%
FIRST TRUST ADVISORS LP	28.98K	Jun 30, 26	+1.07K	0.30%
AQR CAPITAL MANAGEMENT LLC	28.49K	Jun 30, 26	+14.43K	0.29%
CM WEALTH ADVISORS LLC	26.00K	Jun 30, 26	+26.00K	0.27%
MORGAN STANLEY	25.48K	Jun 30, 26	-1.92K	0.26%
RAYMOND JAMES FINANCIAL INC	25.00K	Jun 30, 26	--	0.26%
Nuveen, LLC	24.27K	Jun 30, 26	--	0.25%
Sixth Street Partners Management Company, L.P.	23.94K	Jun 30, 26	+23.94K	0.25%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	23.94K	Jun 30, 26	+3.24K	0.25%
Lido Advisors, LLC	23.08K	Jun 30, 26	+10.00K	0.24%
Bank of New York Mellon Corp	22.91K	Jun 30, 26	+3.75K	0.24%
TWO SIGMA INVESTMENTS, LP	22.74K	Jun 30, 26	+10.91K	0.23%
STRS OHIO	21.60K	Jun 30, 26	--	0.22%
AMERICAN CENTURY COMPANIES INC	18.92K	Jun 30, 26	+4.84K	0.19%
AMERIPRISE FINANCIAL INC	17.63K	Jun 30, 26	-1.37K	0.18%
PMC FIG Opportunities LLC	17.07K	Jun 30, 26	-70.42K	0.18%
MARSHALL WACE, LLP	16.30K	Jun 30, 26	+16.30K	0.17%
STATE OF WISCONSIN INVESTMENT BOARD	15.92K	Jun 30, 26	+15.92K	0.16%
Quadrature Capital Ltd	13.40K	Jun 30, 26	+13.40K	0.14%
JACOBS LEVY EQUITY MANAGEMENT, INC	12.83K	Jun 30, 26	+12.83K	0.13%
ELCO Management Co., LLC	11.39K	Jun 30, 26	-3.36K	0.12%
BANK OF AMERICA CORP /DE/	11.33K	Jun 30, 26	-727	0.12%
RHUMBLINE ADVISERS	10.81K	Jun 30, 26	+778	0.11%
OCCUDO QUANTITATIVE STRATEGIES LP	10.52K	Jun 30, 26	+10.52K	0.11%
BARCLAYS PLC	10.26K	Jun 30, 26	-437	0.11%
Concurrent Investment Advisors, LLC	9.37K	Jun 30, 26	--	0.10%
XTX Topco Ltd	8.68K	Jun 30, 26	+8.68K	0.09%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	8.42K	Jun 30, 26	--	0.09%
WELLS FARGO & COMPANY/MN	8.33K	Jun 30, 26	+4.19K	0.09%
DEUTSCHE BANK AG\	8.04K	Jun 30, 26	+838	0.08%
Cambridge Investment Research Advisors, Inc.	7.17K	Jun 30, 26	+7.17K	0.07%
PRICE T ROWE ASSOCIATES INC /MD/	7.13K	Jun 30, 26	+7.13K	0.07%
MetLife Investment Management, LLC	4.62K	Jun 30, 26	--	0.05%
NEW YORK STATE COMMON RETIREMENT FUND	4.27K	Jun 30, 26	+3.20K	0.04%
Russell Investments Group, Ltd.	4.11K	Jun 30, 26	+3.27K	0.04%
CITIGROUP INC	4.01K	Jun 30, 26	+3.61K	0.04%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	4.00K	Jun 30, 26	+71	0.04%
JPMORGAN CHASE & CO	3.69K	Jun 30, 26	+322	0.04%
FMR LLC	2.96K	Jun 30, 26	-22	0.03%
Police & Firemen's Retirement System of New Jersey	2.79K	Jun 30, 26	--	0.03%
Vanguard Global Advisers, LLC	2.69K	Jun 30, 26	--	0.03%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	2.58K	Jun 30, 26	+2.58K	0.03%
BNP PARIBAS ARBITRAGE, SNC	1.30K	Jun 30, 26	-452	0.01%
MERCER GLOBAL ADVISORS INC /ADV	1.07K	Jun 30, 26	+1.07K	0.01%
Tower Research Capital LLC (TRC)	1.07K	Jun 30, 26	-99	0.01%
Legal & General Group Plc	910	Jun 30, 26	+159	0.01%
State of Alaska, Department of Revenue	696	Jun 30, 26	--	0.01%
Ameritas Investment Partners, Inc.	592	Jun 30, 26	--	0.01%
ROYAL BANK OF CANADA	445	Jun 30, 26	+356	0.00%
SRS Capital Advisors, Inc.	197	Jun 30, 26	+197	0.00%
Sterling Capital Management LLC	175	Jun 30, 26	-22	0.00%
HARBOR CAPITAL ADVISORS, INC.	163	Jun 30, 26	--	0.00%
Quarry LP	149	Jun 30, 26	+149	0.00%
Integrated Wealth Concepts LLC	140	Jun 30, 26	+140	0.00%
GAMMA Investing LLC	111	Jun 30, 26	--	0.00%
Allworth Financial LP	83	Jun 30, 26	+66	0.00%
EverSource Wealth Advisors, LLC	63	Jun 30, 26	+13	0.00%
IFP Advisors, Inc	46	Jun 30, 26	+37	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	20	Jun 30, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	18	Jun 30, 26	+15	0.00%
Farther Finance Advisors, LLC	16	Jun 30, 26	+10	0.00%
Versant Capital Management, Inc	12	Jun 30, 26	--	0.00%
NISA INVESTMENT ADVISORS, LLC	10	Jun 30, 26	--	0.00%
True Wealth Design, LLC	7	Jun 30, 26	-2	0.00%
Optiver Holding B.V.	6	Jun 30, 26	-72	0.00%
SJS Investment Consulting Inc.	1	Jun 30, 26	+1	0.00%
Persistent Asset Partners Ltd	--	Jun 30, 26	-34.52K	--
MAI Capital Management	--	Jun 30, 26	-5	--
Root Financial Partners, LLC	--	Jun 30, 26	-4	--
LOS ANGELES CAPITAL MANAGEMENT LLC	--	Jun 30, 26	-6.75K	--
CWM, LLC	719	Mar 31, 26	+32	0.01%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	448	Mar 31, 26	-61	0.00%
Sunbelt Securities, Inc.	1	Mar 31, 26	--	0.00%
VANGUARD GROUP INC	455.60K	Dec 31, 25	+28.17K	4.68%
Point72 (DIFC) Ltd	--	Sep 30, 25	-80	--
Cubist Systematic Strategies, LLC	--	Sep 30, 25	-10.87K	--
Nuveen Asset Management, LLC	28.15K	Dec 31, 24	--	0.29%
RAYMOND JAMES & ASSOCIATES	25.00K	Sep 30, 24	--	0.26%
BlackRock Inc.	509.51K	Jun 30, 24	-703	5.24%
EA Series Trust	20.46K	Jun 30, 23	+20.46K	0.21%
Sargent Bickham Lagudis LLC	13.92K	Dec 31, 22	--	0.14%
SECOND CURVE CAPITAL LLC	36.82K	Dec 31, 21	+15.00K	0.38%
DALTON GREINER HARTMAN MAHER & CO	14.26K	Mar 31, 21	-11.36K	0.15%
ZPR Investment Management	10.60K	Sep 30, 19	+10.60K	0.11%

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Holder

Date

Change

% Held

WELLINGTON MANAGEMENT GROUP LLP

747.10K

Jun 30, 26

+226.77K

7.68%

North Reef Capital Management LP

742.63K

Jun 30, 26

+26.02K

7.63%

BlackRock, Inc.

542.71K

Jun 30, 26

+46.34K

5.58%

VANGUARD CAPITAL MANAGEMENT LLC

353.52K

Jun 30, 26

-310

3.63%

BANC FUNDS CO LLC

342.40K

Jun 30, 26

-6.00K

3.52%

DIMENSIONAL FUND ADVISORS LP

285.91K

Jun 30, 26

+24.18K

2.94%

Algebris (UK) Ltd

259.09K

Jun 30, 26

-84.96K

2.66%

MENDON CAPITAL ADVISORS CORP

215.81K

Jun 30, 26

-37.52K

2.22%

GEODE CAPITAL MANAGEMENT, LLC

201.87K

Jun 30, 26

+22.82K

2.07%

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

195.00K

Jun 30, 26

-53.20K

2.00%

RMB Capital Management, LLC

190.42K

Jun 30, 26

-6.63K

1.96%

Tieton Capital Management, LLC

187.27K

Jun 30, 26

-2.82K

1.92%

ALLIANCEBERNSTEIN L.P.

176.87K

Jun 30, 26

-30.06K

1.82%

DIAMOND HILL CAPITAL MANAGEMENT INC

170.82K

Jun 30, 26

+10.99K

1.76%

JACOBS ASSET MANAGEMENT, LLC

140.00K

Jun 30, 26

-117.82K

1.44%

STATE STREET CORP

139.55K

Jun 30, 26

+10.23K

1.43%

ACADIAN ASSET MANAGEMENT LLC

134.66K

Jun 30, 26

+30.98K

1.38%

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

123.86K

Jun 30, 26

-7.30K

1.27%

First Western Trust Bank

92.24K

Jun 30, 26

-5.99K

0.95%

BRIDGEWAY CAPITAL MANAGEMENT, LLC

80.94K

Jun 30, 26

-2.91K

0.83%

Brevan Howard Capital Management LP

75.00K

Jun 30, 26

-25.00K

0.77%

NORTHERN TRUST CORP

66.76K

Jun 30, 26

+8.81K

0.69%

RENAISSANCE TECHNOLOGIES LLC

57.36K

Jun 30, 26

+39.26K

0.59%

Qube Research & Technologies Ltd

56.62K

Jun 30, 26

+56.62K

0.58%

John W. Rosenthal Capital Management, Inc.

55.11K

Jun 30, 26

0.57%

VANGUARD FIDUCIARY TRUST CO

52.49K

Jun 30, 26

+1.36K

0.54%

Cherry Creek Investment Advisors, Inc.

51.94K

Jun 30, 26

0.53%

SEI INVESTMENTS CO

49.45K

Jun 30, 26

-49.28K

0.51%

Round Rock Advisors, LLC

47.43K

Jun 30, 26

0.49%

Sippican Capital Advisors

46.48K

Jun 30, 26

0.48%

Biltmore Family Office, LLC

45.32K

Jun 30, 26

0.47%

GOLDMAN SACHS GROUP INC

37.51K

Jun 30, 26

+3.74K

0.39%

Trexquant Investment LP

34.22K

Jun 30, 26

+22.86K

0.35%

Empowered Funds, LLC

33.56K

Jun 30, 26

-2.91K

0.34%

BOOTHBAY FUND MANAGEMENT, LLC

32.94K

Jun 30, 26

-80.06K

0.34%

UBS Group AG

31.69K

Jun 30, 26

+2.83K

0.33%

SummerHaven Investment Management, LLC

31.39K

Jun 30, 26

0.32%

FIRST TRUST ADVISORS LP

28.98K

Jun 30, 26

+1.07K

0.30%

AQR CAPITAL MANAGEMENT LLC

28.49K

Jun 30, 26

+14.43K

0.29%

CM WEALTH ADVISORS LLC

26.00K

Jun 30, 26

+26.00K

0.27%

MORGAN STANLEY

25.48K

Jun 30, 26

-1.92K

0.26%

RAYMOND JAMES FINANCIAL INC

25.00K

Jun 30, 26

0.26%

Nuveen, LLC

24.27K

Jun 30, 26

0.25%

Sixth Street Partners Management Company, L.P.

23.94K

Jun 30, 26

+23.94K

0.25%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

23.94K

Jun 30, 26

+3.24K

0.25%

Lido Advisors, LLC

23.08K

Jun 30, 26

+10.00K

0.24%

Bank of New York Mellon Corp

22.91K

Jun 30, 26

+3.75K

0.24%

TWO SIGMA INVESTMENTS, LP

22.74K

Jun 30, 26

+10.91K

0.23%

STRS OHIO

21.60K

Jun 30, 26

0.22%

AMERICAN CENTURY COMPANIES INC

18.92K

Jun 30, 26

+4.84K

0.19%

AMERIPRISE FINANCIAL INC

17.63K

Jun 30, 26

-1.37K

0.18%

PMC FIG Opportunities LLC

17.07K

Jun 30, 26

-70.42K

0.18%

MARSHALL WACE, LLP

16.30K

Jun 30, 26

+16.30K

0.17%

STATE OF WISCONSIN INVESTMENT BOARD

15.92K

Jun 30, 26

+15.92K

0.16%

Quadrature Capital Ltd

13.40K

Jun 30, 26

+13.40K

0.14%

JACOBS LEVY EQUITY MANAGEMENT, INC

12.83K

Jun 30, 26

+12.83K

0.13%

ELCO Management Co., LLC

11.39K

Jun 30, 26

-3.36K

0.12%

BANK OF AMERICA CORP /DE/

11.33K

Jun 30, 26

-727

0.12%

RHUMBLINE ADVISERS

10.81K

Jun 30, 26

+778

0.11%

OCCUDO QUANTITATIVE STRATEGIES LP

10.52K

Jun 30, 26

+10.52K

0.11%

BARCLAYS PLC

10.26K

Jun 30, 26

-437

0.11%

Concurrent Investment Advisors, LLC

9.37K

Jun 30, 26

0.10%

XTX Topco Ltd

8.68K

Jun 30, 26

+8.68K

0.09%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

8.42K

Jun 30, 26

0.09%

WELLS FARGO & COMPANY/MN

8.33K

Jun 30, 26

+4.19K

0.09%

DEUTSCHE BANK AG\

8.04K

Jun 30, 26

+838

0.08%

Cambridge Investment Research Advisors, Inc.

7.17K

Jun 30, 26

+7.17K

0.07%

PRICE T ROWE ASSOCIATES INC /MD/

7.13K

Jun 30, 26

+7.13K

0.07%

MetLife Investment Management, LLC

4.62K

Jun 30, 26

0.05%

NEW YORK STATE COMMON RETIREMENT FUND

4.27K

Jun 30, 26

+3.20K

0.04%

Russell Investments Group, Ltd.

4.11K

Jun 30, 26

+3.27K

0.04%

CITIGROUP INC

4.01K

Jun 30, 26

+3.61K

0.04%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

4.00K

Jun 30, 26

+71

0.04%

JPMORGAN CHASE & CO

3.69K

Jun 30, 26

+322

0.04%

FMR LLC

2.96K

Jun 30, 26

-22

0.03%

Police & Firemen's Retirement System of New Jersey

2.79K

Jun 30, 26

0.03%

Vanguard Global Advisers, LLC

2.69K

Jun 30, 26

0.03%

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

2.58K

Jun 30, 26

+2.58K

0.03%

BNP PARIBAS ARBITRAGE, SNC

1.30K

Jun 30, 26

-452

0.01%

MERCER GLOBAL ADVISORS INC /ADV

1.07K

Jun 30, 26

+1.07K

0.01%

Tower Research Capital LLC (TRC)

1.07K

Jun 30, 26

-99

0.01%

Legal & General Group Plc

910

Jun 30, 26

+159

0.01%

State of Alaska, Department of Revenue

696

Jun 30, 26

0.01%

Ameritas Investment Partners, Inc.

592

Jun 30, 26

0.01%

ROYAL BANK OF CANADA

445

Jun 30, 26

+356

0.00%

SRS Capital Advisors, Inc.

197

Jun 30, 26

+197

0.00%

Sterling Capital Management LLC

175

Jun 30, 26

-22

0.00%

HARBOR CAPITAL ADVISORS, INC.

163

Jun 30, 26

0.00%

Quarry LP

149

Jun 30, 26

+149

0.00%

Integrated Wealth Concepts LLC

140

Jun 30, 26

+140

0.00%

GAMMA Investing LLC

111

Jun 30, 26

0.00%

Allworth Financial LP

Jun 30, 26

+66

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

+13

0.00%

IFP Advisors, Inc

Jun 30, 26

+37

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

Jun 30, 26

+15

0.00%

Farther Finance Advisors, LLC

Jun 30, 26

+10

0.00%

Versant Capital Management, Inc

Jun 30, 26

0.00%

NISA INVESTMENT ADVISORS, LLC

Jun 30, 26

0.00%

True Wealth Design, LLC

Jun 30, 26

-2

0.00%

Optiver Holding B.V.

Jun 30, 26

-72

0.00%

SJS Investment Consulting Inc.

Jun 30, 26

0.00%

Persistent Asset Partners Ltd

Jun 30, 26

-34.52K

MAI Capital Management

Jun 30, 26

-5

Root Financial Partners, LLC

Jun 30, 26

-4

LOS ANGELES CAPITAL MANAGEMENT LLC

Jun 30, 26

-6.75K

CWM, LLC

719

Mar 31, 26

+32

0.01%

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

448

Mar 31, 26

-61

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

VANGUARD GROUP INC

455.60K

Dec 31, 25

+28.17K

4.68%

Point72 (DIFC) Ltd

Sep 30, 25

-80

Cubist Systematic Strategies, LLC

Sep 30, 25

-10.87K

Nuveen Asset Management, LLC

28.15K

Dec 31, 24

0.29%

RAYMOND JAMES & ASSOCIATES

25.00K

Sep 30, 24

0.26%

BlackRock Inc.

509.51K

Jun 30, 24

-703

5.24%

EA Series Trust

20.46K

Jun 30, 23

+20.46K

0.21%

Sargent Bickham Lagudis LLC

13.92K

Dec 31, 22

0.14%

SECOND CURVE CAPITAL LLC

36.82K

Dec 31, 21

+15.00K

0.38%

DALTON GREINER HARTMAN MAHER & CO

14.26K

Mar 31, 21

-11.36K

0.15%

ZPR Investment Management

10.60K

Sep 30, 19

+10.60K

0.11%