Latest Period
Q1 2026
Security Snapshot
First Western Financial Inc - Common Stock (MYFW) Institutional Ownership
CUSIP: 33751L105
13F Institutional Holders and Ownership History from Q3 2018 to Q1 2026
Institutions Reporting
94
Shares (Excl. Options)
6,628,661
Price
$24.58
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / Common Stock
- Symbol
- MYFW on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 6,628,661
- Total 13F value
- $163,378,466
- Portfolio coverage rank
- 0%
- Share change
- +143,203
- Value change
- +$3,241,010
- Number of holders
- 94
- Shares outstanding
- 9,817,528
- SEC-reported price per share
- $28.48
- Insider filing price
- $28.48
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
Key facts
- MYFW - First Western Financial Inc - Common Stock is tracked under CUSIP 33751L105.
- 94 institutions reported positions in Q1 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 94 to 94 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $173,741,530 to $163,378,466.
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 94 institutions filings for Q1 2026.
Security key
33751L105
Latest holder period
Q1 2026
13F holders
94
13D/G owners
2
CIK / CUSIP context first
Open Q1 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 |
|---|---|---|---|---|---|---|---|---|
| North Reef Capital Management LP | 7.1% | $17,834,804 | 685,954 | North Reef Capital Management GP LLC | 31 Dec 2025 | |||
| WELLINGTON MANAGEMENT GROUP LLP | 5.3% | $13,783,515 | 520,329 | Wellington Management Group LLP | 31 Mar 2026 |
As of 31 Mar 2026, 94 institutional investors reported holding 6,628,661 shares of First Western Financial Inc - Common Stock (MYFW). This represents 68% of the company’s total 9,817,528 outstanding shares.
13F 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 |
|---|---|---|---|---|---|
| North Reef Capital Management LP | 7.3% | 716,609 | +4.5% | 0.61% | $17,614,249 |
| WELLINGTON MANAGEMENT GROUP LLP | 5.3% | 520,329 | +114% | 0% | $12,789,688 |
| BlackRock, Inc. | 5.1% | 496,361 | -1.5% | 0% | $12,200,555 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.6% | 353,829 | 0% | 0% | $8,697,117 |
| BANC FUNDS CO LLC | 3.5% | 348,404 | +0.67% | 1.6% | $8,563,770 |
| ALGEBRIS (UK) LTD | 3.5% | 344,049 | +0.95% | 0.61% | $8,442,776 |
| DIMENSIONAL FUND ADVISORS LP | 2.7% | 261,734 | +2.5% | 0% | $6,433,550 |
| JACOBS ASSET MANAGEMENT, LLC | 2.6% | 257,819 | -3.7% | 3.8% | $6,337,191 |
| MENDON CAPITAL ADVISORS CORP | 2.6% | 253,336 | 0% | 2.4% | $6,226,999 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 2.5% | 248,195 | -8.4% | 0.35% | $6,100,633 |
| ALLIANCEBERNSTEIN L.P. | 2.1% | 206,929 | +1.4% | 0% | $5,547,766 |
| Curi Capital, LLC | 2% | 197,056 | 0% | 0.09% | $4,843,636 |
| Tieton Capital Management, LLC | 1.9% | 190,094 | +3.5% | 1.6% | $4,673,000 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.8% | 179,042 | -0.65% | 0% | $4,401,716 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 1.6% | 159,832 | +0.75% | 0.02% | $3,928,671 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.3% | 131,158 | +0.28% | 0.01% | $3,223,864 |
| STATE STREET CORP | 1.3% | 129,319 | +0.71% | 0% | $3,178,661 |
| BOOTHBAY FUND MANAGEMENT, LLC | 1.2% | 112,993 | -27% | 0.07% | $2,777,368 |
| ACADIAN ASSET MANAGEMENT LLC | 1.1% | 103,678 | 0% | 0% | $2,545,000 |
| Brevan Howard Capital Management LP | 1% | 100,000 | +47% | 0.03% | $2,458,000 |
| SEI INVESTMENTS CO | 1% | 98,729 | +104% | 0% | $2,426,759 |
| First Western Trust Bank | 1% | 98,231 | +7.4% | 0.12% | $2,414,518 |
| PMC FIG Opportunities LLC | 0.89% | 87,487 | -18% | 3.3% | $2,150,430 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.85% | 83,850 | +3.9% | 0.04% | $2,061,033 |
| NORTHERN TRUST CORP | 0.59% | 57,951 | +4.4% | 0% | $1,424,436 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
31
Latest
Q1 2026
Rows shown
1-25 of 31
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 6,628,661 | $163,378,466 | +$3,241,010 | $24.58 | 94 |
| 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 |
| 2020 Q2 | 3,452,216 | $49,191,334 | +$469,294 | $14.25 | 46 |
| 2020 Q1 | 3,410,709 | $48,160,000 | +$1,040,032 | $14.14 | 30 |