First Western Financial, Inc.(MYFW)

$31.90▲0.51 (1.62%)

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First Western Financial, Inc.(MYFW)

NASDAQ

$31.90▲0.51 (1.62%)

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MYFW(MYFW)

MYFW

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 109 Institutional Holders

Holder	Shares	Date	Change	% Held
North Reef Capital Management LP	716.61K	Mar 31, 26	+30.66K	7.37%
WELLINGTON MANAGEMENT GROUP LLP	520.33K	Mar 31, 26	+277.65K	5.35%
BlackRock, Inc.	496.36K	Mar 31, 26	-7.43K	5.10%
BANC FUNDS CO LLC	348.40K	Mar 31, 26	+2.31K	3.58%
Algebris (UK) Ltd	344.05K	Mar 31, 26	+3.24K	3.54%
DIMENSIONAL FUND ADVISORS LP	261.73K	Mar 31, 26	+6.44K	2.69%
JACOBS ASSET MANAGEMENT, LLC	257.82K	Mar 31, 26	-9.92K	2.65%
MENDON CAPITAL ADVISORS CORP	253.34K	Mar 31, 26	--	2.60%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	248.19K	Mar 31, 26	-22.75K	2.55%
ALLIANCEBERNSTEIN L.P.	206.93K	Mar 31, 26	+2.90K	2.13%
RMB Capital Management, LLC	197.06K	Mar 31, 26	--	2.03%
Tieton Capital Management, LLC	190.09K	Mar 31, 26	+6.48K	1.95%
GEODE CAPITAL MANAGEMENT, LLC	179.04K	Mar 31, 26	-1.17K	1.84%
DIAMOND HILL CAPITAL MANAGEMENT INC	159.83K	Mar 31, 26	+1.19K	1.64%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	131.16K	Mar 31, 26	+360	1.35%
STATE STREET CORP	129.32K	Mar 31, 26	+908	1.33%
BOOTHBAY FUND MANAGEMENT, LLC	112.99K	Mar 31, 26	-42.18K	1.16%
ACADIAN ASSET MANAGEMENT LLC	103.68K	Mar 31, 26	--	1.07%
Brevan Howard Capital Management LP	100.00K	Mar 31, 26	+31.80K	1.03%
SEI INVESTMENTS CO	98.73K	Mar 31, 26	+50.27K	1.01%
First Western Trust Bank	98.23K	Mar 31, 26	+6.75K	1.01%
PMC FIG Opportunities LLC	87.49K	Mar 31, 26	-19.68K	0.90%
BRIDGEWAY CAPITAL MANAGEMENT, LLC	83.85K	Mar 31, 26	+3.13K	0.86%
NORTHERN TRUST CORP	57.95K	Mar 31, 26	+2.46K	0.60%
John W. Rosenthal Capital Management, Inc.	55.11K	Mar 31, 26	--	0.57%
Cherry Creek Investment Advisors, Inc.	51.94K	Mar 31, 26	--	0.53%
VANGUARD FIDUCIARY TRUST CO	51.13K	Mar 31, 26	+51.13K	0.53%
Round Rock Advisors, LLC	47.43K	Mar 31, 26	+6.35K	0.49%
Sippican Capital Advisors	46.48K	Mar 31, 26	-1.35K	0.48%
Biltmore Family Office, LLC	45.32K	Mar 31, 26	--	0.47%
Empowered Funds, LLC	36.47K	Mar 31, 26	+3.13K	0.37%
Persistent Asset Partners Ltd	34.52K	Mar 31, 26	-3.14K	0.35%
GOLDMAN SACHS GROUP INC	33.77K	Mar 31, 26	+5.88K	0.35%
SummerHaven Investment Management, LLC	31.39K	Mar 31, 26	-4.17K	0.32%
UBS Group AG	28.86K	Mar 31, 26	+23.44K	0.30%
FIRST TRUST ADVISORS LP	27.91K	Mar 31, 26	-222	0.29%
MORGAN STANLEY	27.40K	Mar 31, 26	-7.91K	0.28%
RAYMOND JAMES FINANCIAL INC	25.00K	Mar 31, 26	--	0.26%
Nuveen, LLC	24.27K	Mar 31, 26	+171	0.25%
STRS OHIO	21.60K	Mar 31, 26	--	0.22%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	20.70K	Mar 31, 26	-1.92K	0.21%
Bank of New York Mellon Corp	19.16K	Mar 31, 26	-1.20K	0.20%
AMERIPRISE FINANCIAL INC	19.00K	Mar 31, 26	--	0.20%
RENAISSANCE TECHNOLOGIES LLC	18.10K	Mar 31, 26	-22.70K	0.19%
ELCO Management Co., LLC	14.75K	Mar 31, 26	--	0.15%
AMERICAN CENTURY COMPANIES INC	14.08K	Mar 31, 26	--	0.14%
AQR CAPITAL MANAGEMENT LLC	14.06K	Mar 31, 26	+844	0.14%
Lido Advisors, LLC	13.08K	Mar 31, 26	-846	0.13%
BANK OF AMERICA CORP /DE/	12.05K	Mar 31, 26	+1.18K	0.12%
TWO SIGMA INVESTMENTS, LP	11.84K	Mar 31, 26	-18.92K	0.12%
Trexquant Investment LP	11.36K	Mar 31, 26	-10.48K	0.12%
BARCLAYS PLC	10.69K	Mar 31, 26	-11.10K	0.11%
RHUMBLINE ADVISERS	10.03K	Mar 31, 26	+73	0.10%
Concurrent Investment Advisors, LLC	9.37K	Mar 31, 26	+9.37K	0.10%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	8.42K	Mar 31, 26	-1.68K	0.09%
DEUTSCHE BANK AG\	7.20K	Mar 31, 26	-318	0.07%
LOS ANGELES CAPITAL MANAGEMENT LLC	6.75K	Mar 31, 26	-9.64K	0.07%
MetLife Investment Management, LLC	4.62K	Mar 31, 26	--	0.05%
WELLS FARGO & COMPANY/MN	4.14K	Mar 31, 26	-6.47K	0.04%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	3.93K	Mar 31, 26	+102	0.04%
JPMORGAN CHASE & CO	3.37K	Mar 31, 26	-813	0.03%
FMR LLC	2.98K	Mar 31, 26	-355	0.03%
Police & Firemen's Retirement System of New Jersey	2.79K	Mar 31, 26	--	0.03%
Vanguard Global Advisers, LLC	2.69K	Mar 31, 26	+2.69K	0.03%
BNP PARIBAS ARBITRAGE, SNC	1.75K	Mar 31, 26	-74	0.02%
Tower Research Capital LLC (TRC)	1.17K	Mar 31, 26	+750	0.01%
NEW YORK STATE COMMON RETIREMENT FUND	1.07K	Mar 31, 26	--	0.01%
Russell Investments Group, Ltd.	841	Mar 31, 26	--	0.01%
Legal & General Group Plc	751	Mar 31, 26	-59	0.01%
CWM, LLC	719	Mar 31, 26	+32	0.01%
State of Alaska, Department of Revenue	696	Mar 31, 26	+220	0.01%
Ameritas Investment Partners, Inc.	592	Mar 31, 26	--	0.01%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	448	Mar 31, 26	-61	0.00%
CITIGROUP INC	402	Mar 31, 26	+214	0.00%
Sterling Capital Management LLC	197	Mar 31, 26	-131	0.00%
HARBOR CAPITAL ADVISORS, INC.	163	Mar 31, 26	+40	0.00%
GAMMA Investing LLC	111	Mar 31, 26	+19	0.00%
ROYAL BANK OF CANADA	89	Mar 31, 26	-357	0.00%
Optiver Holding B.V.	78	Mar 31, 26	-64	0.00%
EverSource Wealth Advisors, LLC	50	Mar 31, 26	+2	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	20	Mar 31, 26	-3	0.00%
Allworth Financial LP	17	Mar 31, 26	+9	0.00%
Versant Capital Management, Inc	12	Mar 31, 26	--	0.00%
NISA INVESTMENT ADVISORS, LLC	10	Mar 31, 26	--	0.00%
True Wealth Design, LLC	9	Mar 31, 26	--	0.00%
IFP Advisors, Inc	9	Mar 31, 26	--	0.00%
Farther Finance Advisors, LLC	6	Mar 31, 26	+1	0.00%
MAI Capital Management	5	Mar 31, 26	+1	0.00%
Root Financial Partners, LLC	4	Mar 31, 26	+4	0.00%
ROTHSCHILD INVESTMENT LLC	3	Mar 31, 26	+3	0.00%
Sunbelt Securities, Inc.	1	Mar 31, 26	--	0.00%
R Squared Ltd	--	Mar 31, 26	-7.74K	--
MARSHALL WACE, LLP	--	Mar 31, 26	-47.87K	--
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	--	Mar 31, 26	-76.05K	--
AMALGAMATED BANK	--	Mar 31, 26	-260	--
LEVIN CAPITAL STRATEGIES, L.P.	--	Mar 31, 26	-43.43K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-7.85K	--
Permanent Capital Management, LP	--	Mar 31, 26	-21.00K	--
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

North Reef Capital Management LP

716.61K

Mar 31, 26

+30.66K

7.37%

WELLINGTON MANAGEMENT GROUP LLP

520.33K

Mar 31, 26

+277.65K

5.35%

BlackRock, Inc.

496.36K

Mar 31, 26

-7.43K

5.10%

BANC FUNDS CO LLC

348.40K

Mar 31, 26

+2.31K

3.58%

Algebris (UK) Ltd

344.05K

Mar 31, 26

+3.24K

3.54%

DIMENSIONAL FUND ADVISORS LP

261.73K

Mar 31, 26

+6.44K

2.69%

JACOBS ASSET MANAGEMENT, LLC

257.82K

Mar 31, 26

-9.92K

2.65%

MENDON CAPITAL ADVISORS CORP

253.34K

Mar 31, 26

2.60%

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

248.19K

Mar 31, 26

-22.75K

2.55%

ALLIANCEBERNSTEIN L.P.

206.93K

Mar 31, 26

+2.90K

2.13%

RMB Capital Management, LLC

197.06K

Mar 31, 26

2.03%

Tieton Capital Management, LLC

190.09K

Mar 31, 26

+6.48K

1.95%

GEODE CAPITAL MANAGEMENT, LLC

179.04K

Mar 31, 26

-1.17K

1.84%

DIAMOND HILL CAPITAL MANAGEMENT INC

159.83K

Mar 31, 26

+1.19K

1.64%

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

131.16K

Mar 31, 26

+360

1.35%

STATE STREET CORP

129.32K

Mar 31, 26

+908

1.33%

BOOTHBAY FUND MANAGEMENT, LLC

112.99K

Mar 31, 26

-42.18K

1.16%

ACADIAN ASSET MANAGEMENT LLC

103.68K

Mar 31, 26

1.07%

Brevan Howard Capital Management LP

100.00K

Mar 31, 26

+31.80K

1.03%

SEI INVESTMENTS CO

98.73K

Mar 31, 26

+50.27K

1.01%

First Western Trust Bank

98.23K

Mar 31, 26

+6.75K

1.01%

PMC FIG Opportunities LLC

87.49K

Mar 31, 26

-19.68K

0.90%

BRIDGEWAY CAPITAL MANAGEMENT, LLC

83.85K

Mar 31, 26

+3.13K

0.86%

NORTHERN TRUST CORP

57.95K

Mar 31, 26

+2.46K

0.60%

John W. Rosenthal Capital Management, Inc.

55.11K

Mar 31, 26

0.57%

Cherry Creek Investment Advisors, Inc.

51.94K

Mar 31, 26

0.53%

VANGUARD FIDUCIARY TRUST CO

51.13K

Mar 31, 26

+51.13K

0.53%

Round Rock Advisors, LLC

47.43K

Mar 31, 26

+6.35K

0.49%

Sippican Capital Advisors

46.48K

Mar 31, 26

-1.35K

0.48%

Biltmore Family Office, LLC

45.32K

Mar 31, 26

0.47%

Empowered Funds, LLC

36.47K

Mar 31, 26

+3.13K

0.37%

Persistent Asset Partners Ltd

34.52K

Mar 31, 26

-3.14K

0.35%

GOLDMAN SACHS GROUP INC

33.77K

Mar 31, 26

+5.88K

0.35%

SummerHaven Investment Management, LLC

31.39K

Mar 31, 26

-4.17K

0.32%

UBS Group AG

28.86K

Mar 31, 26

+23.44K

0.30%

FIRST TRUST ADVISORS LP

27.91K

Mar 31, 26

-222

0.29%

MORGAN STANLEY

27.40K

Mar 31, 26

-7.91K

0.28%

RAYMOND JAMES FINANCIAL INC

25.00K

Mar 31, 26

0.26%

Nuveen, LLC

24.27K

Mar 31, 26

+171

0.25%

STRS OHIO

21.60K

Mar 31, 26

0.22%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

20.70K

Mar 31, 26

-1.92K

0.21%

Bank of New York Mellon Corp

19.16K

Mar 31, 26

-1.20K

0.20%

AMERIPRISE FINANCIAL INC

19.00K

Mar 31, 26

0.20%

RENAISSANCE TECHNOLOGIES LLC

18.10K

Mar 31, 26

-22.70K

0.19%

ELCO Management Co., LLC

14.75K

Mar 31, 26

0.15%

AMERICAN CENTURY COMPANIES INC

14.08K

Mar 31, 26

0.14%

AQR CAPITAL MANAGEMENT LLC

14.06K

Mar 31, 26

+844

0.14%

Lido Advisors, LLC

13.08K

Mar 31, 26

-846

0.13%

BANK OF AMERICA CORP /DE/

12.05K

Mar 31, 26

+1.18K

0.12%

TWO SIGMA INVESTMENTS, LP

11.84K

Mar 31, 26

-18.92K

0.12%

Trexquant Investment LP

11.36K

Mar 31, 26

-10.48K

0.12%

BARCLAYS PLC

10.69K

Mar 31, 26

-11.10K

0.11%

RHUMBLINE ADVISERS

10.03K

Mar 31, 26

+73

0.10%

Concurrent Investment Advisors, LLC

9.37K

Mar 31, 26

+9.37K

0.10%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

8.42K

Mar 31, 26

-1.68K

0.09%

DEUTSCHE BANK AG\

7.20K

Mar 31, 26

-318

0.07%

LOS ANGELES CAPITAL MANAGEMENT LLC

6.75K

Mar 31, 26

-9.64K

0.07%

MetLife Investment Management, LLC

4.62K

Mar 31, 26

0.05%

WELLS FARGO & COMPANY/MN

4.14K

Mar 31, 26

-6.47K

0.04%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

3.93K

Mar 31, 26

+102

0.04%

JPMORGAN CHASE & CO

3.37K

Mar 31, 26

-813

0.03%

FMR LLC

2.98K

Mar 31, 26

-355

0.03%

Police & Firemen's Retirement System of New Jersey

2.79K

Mar 31, 26

0.03%

Vanguard Global Advisers, LLC

2.69K

Mar 31, 26

+2.69K

0.03%

BNP PARIBAS ARBITRAGE, SNC

1.75K

Mar 31, 26

-74

0.02%

Tower Research Capital LLC (TRC)

1.17K

Mar 31, 26

+750

0.01%

NEW YORK STATE COMMON RETIREMENT FUND

1.07K

Mar 31, 26

0.01%

Russell Investments Group, Ltd.

841

Mar 31, 26

0.01%

Legal & General Group Plc

751

Mar 31, 26

-59

0.01%

CWM, LLC

719

Mar 31, 26

+32

0.01%

State of Alaska, Department of Revenue

696

Mar 31, 26

+220

0.01%

Ameritas Investment Partners, Inc.

592

Mar 31, 26

0.01%

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

448

Mar 31, 26

-61

0.00%

CITIGROUP INC

402

Mar 31, 26

+214

0.00%

Sterling Capital Management LLC

197

Mar 31, 26

-131

0.00%

HARBOR CAPITAL ADVISORS, INC.

163

Mar 31, 26

+40

0.00%

GAMMA Investing LLC

111

Mar 31, 26

+19

0.00%

ROYAL BANK OF CANADA

Mar 31, 26

-357

0.00%

Optiver Holding B.V.

Mar 31, 26

-64

0.00%

EverSource Wealth Advisors, LLC

Mar 31, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

Mar 31, 26

-3

0.00%

Allworth Financial LP

Mar 31, 26

0.00%

Versant Capital Management, Inc

Mar 31, 26

0.00%

NISA INVESTMENT ADVISORS, LLC

Mar 31, 26

0.00%

True Wealth Design, LLC

Mar 31, 26

0.00%

IFP Advisors, Inc

Mar 31, 26

0.00%

Farther Finance Advisors, LLC

Mar 31, 26

0.00%

MAI Capital Management

Mar 31, 26

0.00%

Root Financial Partners, LLC

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

R Squared Ltd

Mar 31, 26

-7.74K

MARSHALL WACE, LLP

Mar 31, 26

-47.87K

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Mar 31, 26

-76.05K

AMALGAMATED BANK

Mar 31, 26

-260

LEVIN CAPITAL STRATEGIES, L.P.

Mar 31, 26

-43.43K

CITADEL ADVISORS LLC

Mar 31, 26

-7.85K

Permanent Capital Management, LP

Mar 31, 26

-21.00K

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%