Q2 2025 13F Holders as of 6/30/2025
-
Type / Class
-
Equity / COM
-
Number of holders
-
81
-
Total 13F shares, excl. options
-
6M
-
Shares change
-
+189K
-
Total reported value, excl. options
-
$135M
-
Value change
-
+$5.05M
-
Number of buys
-
48
-
Number of sells
-
-22
-
Price
-
$22.56
Significant Holders of First Western Financial Inc - COM (MYFW) as of Q2 2025
85 filings reported holding MYFW - First Western Financial Inc - COM as of Q2 2025.
First Western Financial Inc - COM (MYFW) has 81 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6M shares
.
Largest 10 shareholders include North Reef Capital Management LP (546K shares), BlackRock, Inc. (508K shares), BANC FUNDS CO LLC (491K shares), VANGUARD GROUP INC (433K shares), ALLIANCEBERNSTEIN L.P. (357K shares), JACOBS ASSET MANAGEMENT, LLC (340K shares), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (315K shares), MENDON CAPITAL ADVISORS CORP (281K shares), DIMENSIONAL FUND ADVISORS LP (237K shares), and Curi Capital, LLC (197K shares).
This table shows the top 81 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.