13F reference period
Q2 2026
Security Snapshot
First Western Financial Inc - Common Stock (MYFW) Institutional Ownership
CUSIP: 33751L105
13F Institutional Holders and Ownership History from Q3 2018 to Q3 2026
Institutions Reporting
103
Shares (Excl. Options)
6.72M
Full value: 6,724,238 · shares · 30 Jun 2026Price
$32.11
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / Common Stock
- Symbol
- MYFW on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 6,724,238
- Total 13F value
- $214,553,401
- Portfolio coverage rank
- 0%
- Share change
- +96,744
- Value change
- +$3,652,490
- Number of holders
- 103
- Shares outstanding
- 9,702,545
- SEC-reported price per share
- $29.99
- Insider filing price
- $29.99
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- MYFW - First Western Financial Inc - Common Stock is tracked under CUSIP 33751L105.
- 103 institutions reported positions in Q2 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 95 to 103 between Q1 2026 and Q2 2026.
- SEC-reported value moved from to
$163.38M
Full value: $163,378,589 · USD · 31 Mar 2026.$214.55M
Full value: $214,553,401 · USD · 30 Jun 2026
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 103 institutions filings for Q2 2026.
Security key
33751L105
13F reference period
Q2 2026
13F holders
103
13D/G owners
2
CIK / CUSIP context first
Open Q2 2026 holders
MYFW full holder history
First Western Financial Inc SEC filings
First Western Financial Inc company facts
First Western Financial Inc insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33751L105:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
MYFW
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 10% | +104% | $33,746,873 | +$16,643,659 | 1,026,677 | +97% | Wellington Management Group LLP | 31 Jul 2026 |
| North Reef Capital Management LP | 7.1% | $17,834,804 | 685,954 | North Reef Capital Management GP LLC | 31 Dec 2025 |
As of 30 Jun 2026,
103
institutional investors reported holding
shares of
First Western Financial Inc - Common Stock (MYFW).
This represents
69%
of the company’s total
outstanding shares.
6.72M
Full value: 6,724,238 · shares · 30 Jun 20269.7M
Full value: 9,702,545 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
58%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 7.7% | 747,096 | +44% | 0% | $23,989,252 |
| North Reef Capital Management LP | 7.7% | 742,630 | +3.6% | 0.91% | $23,845,849 |
| BlackRock, Inc. | 5.6% | 542,706 | +9.3% | 0% | $17,426,290 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.6% | 353,519 | -0.09% | 0% | $11,351,495 |
| BANC FUNDS CO LLC | 3.5% | 342,404 | -1.7% | 1.8% | $10,994,592 |
| DIMENSIONAL FUND ADVISORS LP | 2.9% | 285,909 | +9.2% | 0% | $9,180,581 |
| ALGEBRIS (UK) LTD | 2.7% | 259,090 | -25% | 0.55% | $8,293,181 |
| MENDON CAPITAL ADVISORS CORP | 2.2% | 215,815 | -15% | 2.4% | $6,929,820 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.1% | 201,866 | +13% | 0% | $6,483,125 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 2% | 195,000 | -21% | 0.31% | $6,261,450 |
| Curi Capital, LLC | 2% | 190,422 | -3.4% | 0.09% | $6,114,451 |
| Tieton Capital Management, LLC | 1.9% | 187,274 | -1.5% | 1.7% | $6,013,000 |
| ALLIANCEBERNSTEIN L.P. | 1.8% | 176,866 | -15% | 0% | $4,347,366 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 1.8% | 170,824 | +6.9% | 0.04% | $5,485,159 |
| JACOBS ASSET MANAGEMENT, LLC | 1.4% | 140,000 | -46% | 3.4% | $4,495,400 |
| STATE STREET CORP | 1.4% | 139,551 | +7.9% | 0% | $4,480,983 |
| ACADIAN ASSET MANAGEMENT LLC | 1.4% | 134,662 | +30% | 0.01% | $4,318,000 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.3% | 123,858 | -5.6% | 0.01% | $3,977,080 |
| First Western Trust Bank | 0.95% | 92,241 | -6.1% | 0.14% | $2,961,859 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.83% | 80,940 | -3.5% | 0.05% | $2,598,983 |
| Brevan Howard Capital Management LP | 0.77% | 75,000 | -25% | 0.03% | $2,408,250 |
| NORTHERN TRUST CORP | 0.69% | 66,764 | +15% | 0% | $2,143,792 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.6% | 58,368 | +20% | 0% | $1,874,196 |
| RENAISSANCE TECHNOLOGIES LLC | 0.59% | 57,358 | +217% | 0% | $1,841,765 |
| Qube Research & Technologies Ltd | 0.58% | 56,618 | 0% | $1,818,004 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
33
Headline period
Q2 2026
Rows shown
1-25 of 33
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 190,501 | $5,712,243 | -$1,060,404 | $29.99 | 18 |
| 2026 Q2 | 6,724,238 | $214,553,401 | +$3,652,490 | $32.11 | 103 |
| 2026 Q1 | 6,628,666 | $163,378,589 | +$3,241,133 | $24.58 | 95 |
| 2025 Q4 | 6,484,963 | $173,741,530 | +$5,261,025 | $26.81 | 94 |
| 2025 Q3 | 6,297,241 | $144,980,680 | +$6,904,067 | $23.02 | 89 |
| 2025 Q2 | 6,003,491 | $135,440,079 | +$5,045,045 | $22.56 | 81 |
| 2025 Q1 | 5,814,125 | $114,234,693 | -$1,486,231 | $19.65 | 71 |
| 2024 Q4 | 5,891,223 | $115,194,690 | +$5,170,253 | $19.55 | 67 |
| 2024 Q3 | 5,602,912 | $112,050,439 | -$39,025 | $20.00 | 71 |
| 2024 Q2 | 5,489,059 | $93,313,673 | +$915,589 | $17.00 | 61 |
| 2024 Q1 | 5,430,139 | $79,171,302 | +$317,324 | $14.58 | 55 |
| 2023 Q4 | 5,385,551 | $106,794,390 | +$916,507 | $19.83 | 59 |
| 2023 Q3 | 5,288,680 | $95,988,578 | +$3,732,608 | $18.15 | 57 |
| 2023 Q2 | 5,102,949 | $94,913,371 | +$3,653,425 | $18.60 | 58 |
| 2023 Q1 | 4,882,478 | $96,635,241 | -$223,200 | $19.80 | 59 |
| 2022 Q4 | 4,878,476 | $137,325,218 | +$507,189 | $28.15 | 62 |
| 2022 Q3 | 4,872,299 | $120,108,886 | +$1,411,031 | $24.65 | 63 |
| 2022 Q2 | 4,787,881 | $130,234,267 | +$12,362,806 | $27.19 | 69 |
| 2022 Q1 | 4,352,119 | $136,119,563 | +$8,416,809 | $31.26 | 61 |
| 2021 Q4 | 3,977,741 | $120,762,042 | +$5,831,908 | $30.36 | 53 |
| 2021 Q3 | 3,724,333 | $107,499,117 | +$2,805,298 | $28.85 | 47 |
| 2021 Q2 | 3,648,274 | $94,456,463 | -$5,191,707 | $25.89 | 50 |
| 2021 Q1 | 3,808,085 | $95,254,233 | +$5,872,860 | $25.01 | 56 |
| 2020 Q4 | 3,581,810 | $70,100,592 | +$1,508,159 | $19.57 | 52 |
| 2020 Q3 | 3,503,963 | $45,372,695 | +$224,795 | $12.95 | 49 |