First Western Financial Inc (MYFW) — Institutional Holders, Q2 2026
104 institutional investment managers reported a MYFW position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $214.6M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
MYFW in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- WELLINGTON MANAGEMENT GROUP LLPAdded · +226,767 sh+$7.3M
- Qube Research & Technologies LtdNew · +56,618 sh+$1.8M
- BlackRockAdded · +46,345 sh+$1.5M
- RENAISSANCE TECHNOLOGIESAdded · +39,258 sh+$1.3M
- ACADIAN ASSET MANAGEMENTAdded · +30,984 sh+$994.9K
Biggest sellers
- JACOBS ASSET MANAGEMENTTrimmed · -117,819 sh-$3.8M
- Algebris (UK) LtdTrimmed · -84,959 sh-$2.7M
- BOOTHBAY FUND MANAGEMENTTrimmed · -80,058 sh-$2.6M
- PMC FIG OpportunitiesTrimmed · -70,422 sh-$2.3M
- PUNCH & ASSOCIATES INVESTMENT MANAGEMENTTrimmed · -53,195 sh-$1.7M
MYFW 13F holders ranked 1–100 of 104
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | WELLINGTON MANAGEMENT GROUP LLP#1 · 747,096 sh | 747,096 | $24.0M | <0.01% | +43.6% |
| 2 | North Reef Capital Management#2 · 742,630 sh | 742,630 | $23.8M | 0.91% | +3.6% |
| 3 | BlackRock#3 · 542,706 sh | 542,706 | $17.4M | <0.01% | +9.3% |
| 4 | VANGUARD CAPITAL MANAGEMENT#4 · 353,519 sh | 353,519 | $11.4M | <0.01% | -0.1% |
| 5 | BANC FUNDS#5 · 342,404 sh | 342,404 | $11.0M | 1.82% | -1.7% |
| 6 | DIMENSIONAL FUND ADVISORS#6 · 285,909 sh | 285,909 | $9.2M | <0.01% | +9.2% |
| 7 | Algebris (UK) Ltd#7 · 259,090 sh | 259,090 | $8.3M | 0.55% | -24.7% |
| 8 | MENDON CAPITAL ADVISORS#8 · 215,815 sh | 215,815 | $6.9M | 2.45% | -14.8% |
| 9 | GEODE CAPITAL MANAGEMENT#9 · 201,866 sh | 201,866 | $6.5M | <0.01% | +12.7% |
| 10 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT#10 · 195,000 sh | 195,000 | $6.3M | 0.31% | -21.4% |
| 11 | RMB Capital Management#11 · 190,422 sh | 190,422 | $6.1M | 0.09% | -3.4% |
| 12 | Tieton Capital Management#12 · 187,274 sh | 187,274 | $6.0M | 1.73% | -1.5% |
| 13 | DIAMOND HILL CAPITAL MANAGEMENT#13 · 170,824 sh | 170,824 | $5.5M | 0.04% | +6.9% |
| 14 | JACOBS ASSET MANAGEMENT#14 · 140,000 sh | 140,000 | $4.5M | 2.83% | -45.7% |
| 15 | STATE STREET#15 · 139,551 sh | 139,551 | $4.5M | <0.01% | +7.9% |
| 16 | ALLIANCEBERNSTEIN L.P.#16 · 176,866 sh | 176,866 | $4.3M | <0.01% | -14.5% |
| 17 | ACADIAN ASSET MANAGEMENT#17 · 134,662 sh | 134,662 | $4.3M | <0.01% | +29.9% |
| 18 | HOTCHKIS & WILEY CAPITAL MANAGEMENT#18 · 123,858 sh | 123,858 | $4.0M | 0.01% | -5.6% |
| 19 | First Western Bank#19 · 92,241 sh | 92,241 | $3.0M | 0.14% | -6.1% |
| 20 | BRIDGEWAY CAPITAL MANAGEMENT#20 · 80,940 sh | 80,940 | $2.6M | 0.05% | -3.5% |
| 21 | Brevan Howard Capital Management#21 · 75,000 sh | 75,000 | $2.4M | 0.02% | -25.0% |
| 22 | NORTHERN#22 · 66,764 sh | 66,764 | $2.1M | <0.01% | +15.2% |
| 23 | VANGUARD PORTFOLIO MANAGEMENT#23 · 58,368 sh | 58,368 | $1.9M | <0.01% | +20.3% |
| 24 | RENAISSANCE TECHNOLOGIES#24 · 57,358 sh | 57,358 | $1.8M | <0.01% | +216.9% |
| 25 | Qube Research & Technologies Ltd#25 · 56,618 sh | 56,618 | $1.8M | <0.01% | New |
| 26 | Rosenthal {-} Henry Capital Advisors#26 · 55,113 sh | 55,113 | $1.8M | 1.55% | 0.0% |
| 27 | VANGUARD FIDUCIARY#27 · 52,486 sh | 52,486 | $1.7M | <0.01% | +2.7% |
| 28 | Cherry Creek Investment Advisors#28 · 51,939 sh | 51,939 | $1.7M | — | 0.0% |
| 29 | SEI INVESTMENTS#29 · 49,449 sh | 49,449 | $1.6M | <0.01% | -49.9% |
| 30 | Round Rock Advisors#30 · 47,431 sh | 47,431 | $1.5M | 0.20% | 0.0% |
| 31 | Sippican Capital Advisors#31 · 46,475 sh | 46,475 | $1.5M | — | 0.0% |
| 32 | Biltmore Family Office#32 · 45,316 sh | 45,316 | $1.5M | 0.19% | 0.0% |
| 33 | GOLDMAN SACHS GROUP#33 · 37,507 sh | 37,507 | $1.2M | <0.01% | +11.1% |
| 34 | Trexquant Investment#34 · 34,218 sh | 34,218 | $1.1M | <0.01% | +201.2% |
| 35 | Empowered Funds#35 · 33,558 sh | 33,558 | $1.1M | <0.01% | -8.0% |
| 36 | BOOTHBAY FUND MANAGEMENT#36 · 32,935 sh | 32,935 | $1.1M | 0.01% | -70.9% |
| 37 | UBS Group AG#37 · 31,688 sh | 31,688 | $1.0M | <0.01% | +9.8% |
| 38 | SummerHaven Investment Management#38 · 31,385 sh | 31,385 | $1.0M | — | 0.0% |
| 39 | FIRST ADVISORS#39 · 28,985 sh | 28,985 | $930.7K | <0.01% | +3.8% |
| 40 | AQR CAPITAL MANAGEMENT#40 · 28,494 sh | 28,494 | $914.9K | <0.01% | +102.6% |
| 41 | CM WEALTH ADVISORS#41 · 26,002 sh | 26,002 | $834.9K | 0.15% | New |
| 42 | MORGAN STANLEY#42 · 25,484 sh | 25,484 | $818.3K | 0.00% | -7.0% |
| 43 | RAYMOND JAMES FINANCIAL#43 · 25,000 sh | 25,000 | $802.8K | <0.01% | 0.0% |
| 44 | Nuveen#44 · 24,272 sh | 24,272 | $779.4K | <0.01% | 0.0% |
| 45 | CHARLES SCHWAB INVESTMENT MANAGEMENT#45 · 23,943 sh | 23,943 | $768.8K | <0.01% | +15.7% |
| 46 | Lido Advisors#46 · 23,080 sh | 23,080 | $741.1K | <0.01% | +76.5% |
| 47 | Bank of New York Mellon#47 · 22,906 sh | 22,906 | $735.5K | <0.01% | +19.6% |
| 48 | TWO SIGMA INVESTMENTS#48 · 22,743 sh | 22,743 | $730.3K | <0.01% | +92.2% |
| 49 | STRS OHIO#49 · 21,600 sh | 21,600 | $693.6K | <0.01% | 0.0% |
| 50 | AMERICAN CENTURY COMPANIES#50 · 18,921 sh | 18,921 | $607.6K | <0.01% | +34.4% |
| 51 | AMERIPRISE FINANCIAL#51 · 17,629 sh | 17,629 | $566.1K | <0.01% | -7.2% |
| 52 | PMC FIG Opportunities#52 · 17,065 sh | 17,065 | $548.0K | 0.87% | -80.5% |
| 53 | MARSHALL WACE, LLP#53 · 16,305 sh | 16,305 | $523.6K | <0.01% | New |
| 54 | STATE OF WISCONSIN INVESTMENT BOARD#54 · 15,916 sh | 15,916 | $511.1K | <0.01% | New |
| 55 | Quadrature Capital Ltd#55 · 13,396 sh | 13,396 | $430.1K | <0.01% | New |
| 56 | JACOBS LEVY EQUITY MANAGEMENT#56 · 12,833 sh | 12,833 | $412.1K | <0.01% | New |
| 57 | ELCO Management#57 · 11,388 sh | 11,388 | $365.7K | — | -22.8% |
| 58 | BANK OF AMERICA#58 · 11,326 sh | 11,326 | $363.7K | 0.00% | -6.0% |
| 59 | RHUMBLINE ADVISERS#59 · 10,808 sh | 10,808 | $347.0K | <0.01% | +7.8% |
| 60 | OCCUDO QUANTITATIVE STRATEGIES#60 · 10,515 sh | 10,515 | $337.6K | 0.02% | New |
| 61 | BARCLAYS PLC#61 · 10,255 sh | 10,255 | $329.3K | <0.01% | -4.1% |
| 62 | Concurrent Investment Advisors#62 · 9,373 sh | 9,373 | $301.0K | — | 0.0% |
| 63 | XTX Topco Ltd#63 · 8,676 sh | 8,676 | $278.6K | <0.01% | New |
| 64 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#64 · 8,423 sh | 8,423 | $270.5K | <0.01% | 0.0% |
| 65 | WELLS FARGO & COMPANY#65 · 8,330 sh | 8,330 | $267.5K | 0.00% | +101.4% |
| 66 | DEUTSCHE BANK AG\#66 · 8,036 sh | 8,036 | $258.0K | <0.01% | +11.6% |
| 67 | Cambridge Investment Research Advisors#67 · 7,167 sh | 7,167 | $230.0K | <0.01% | New |
| 68 | PRICE T ROWE ASSOCIATES#68 · 7,132 sh | 7,132 | $230.0K | 0.00% | New |
| 69 | MetLife Investment Management#69 · 4,620 sh | 4,620 | $148.3K | <0.01% | 0.0% |
| 70 | NEW YORK STATE COMMON RETIREMENT FUND#70 · 4,268 sh | 4,268 | $137.0K | <0.01% | +299.6% |
| 71 | Russell Investments Group, Ltd.#71 · 4,111 sh | 4,111 | $132.0K | <0.01% | +388.8% |
| 72 | CITIGROUP#72 · 4,010 sh | 4,010 | $128.8K | 0.00% | +897.5% |
| 73 | MIRAE ASSET GLOBAL ETFS Ltd.#73 · 4,002 sh | 4,002 | $128.5K | <0.01% | +1.8% |
| 74 | JPMORGAN CHASE#74 · 3,687 sh | 3,687 | $118.6K | 0.00% | +9.6% |
| 75 | FMR#75 · 2,956 sh | 2,956 | $94.9K | 0.00% | -0.7% |
| 76 | Police & Firemen's Retirement System of New Jersey#76 · 2,794 sh | 2,794 | $89.7K | <0.01% | 0.0% |
| 77 | Vanguard Global Advisers#77 · 2,689 sh | 2,689 | $86.3K | 0.00% | 0.0% |
| 78 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#78 · 2,580 sh | 2,580 | $82.8K | <0.01% | New |
| 79 | BNP PARIBAS FINANCIAL MARKETS#79 · 1,299 sh | 1,299 | $41.7K | 0.00% | -25.8% |
| 80 | Tower Research Capital (TRC)#80 · 1,067 sh | 1,067 | $34.3K | <0.01% | -8.5% |
| 81 | Legal & General Group Plc#81 · 910 sh | 910 | $29.2K | 0.00% | +21.2% |
| 82 | State of Alaska, Department of Revenue#82 · 696 sh | 696 | $22.0K | — | 0.0% |
| 83 | Ameritas Investment Partners#83 · 592 sh | 592 | $19.0K | <0.01% | 0.0% |
| 84 | ROYAL BANK OF CANADA#84 · 445 sh | 445 | $15.0K | 0.00% | +400.0% |
| 85 | SRS Capital Advisors#85 · 197 sh | 197 | $6.3K | 0.00% | New |
| 86 | Sterling Capital Management#86 · 175 sh | 175 | $5.6K | — | -11.2% |
| 87 | HARBOR CAPITAL ADVISORS#87 · 163 sh | 163 | $5.0K | — | 0.0% |
| 88 | Quarry#88 · 149 sh | 149 | $4.8K | <0.01% | New |
| 89 | Integrated Wealth Concepts#89 · 140 sh | 140 | $4.5K | 0.00% | New |
| 90 | GAMMA Investing#90 · 111 sh | 111 | $3.6K | — | 0.0% |
| 91 | Allworth Financial#91 · 83 sh | 83 | $2.7K | 0.00% | +388.2% |
| 92 | EverSource Wealth Advisors#92 · 63 sh | 63 | $2.0K | <0.01% | -89.0% |
| 93 | IFP Advisors#93 · 46 sh | 46 | $1.5K | — | +411.1% |
| 94 | Essential Partners#94 · 27 sh | 27 | $867.00 | — | -83.1% |
| 95 | PNC FINANCIAL SERVICES GROUP#95 · 20 sh | 20 | $642.00 | 0.00% | 0.0% |
| 96 | ROTHSCHILD INVESTMENT#96 · 18 sh | 18 | $578.00 | 0.00% | +500.0% |
| 97 | Farther Finance Advisors#97 · 16 sh | 16 | $514.00 | — | +166.7% |
| 98 | Versant Capital Management#98 · 12 sh | 12 | $385.00 | — | 0.0% |
| 99 | NISA INVESTMENT ADVISORS#99 · 10 sh | 10 | $321.00 | — | 0.0% |
| 100 | Basecamp Wealth Advisors#100 · 8 sh | 8 | $257.00 | 0.00% | +60.0% |
Funds that sold out of MYFW in Q2 2026 (4)
Held MYFW at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Persistent Asset Partners Ltd34,520 sh | 34,520 | $848.5K |
| LOS ANGELES CAPITAL MANAGEMENT6,754 sh | 6,754 | $166.0K |
| MAI Capital Management5 sh | 5 | $123.00 |
| Root Financial Partners4 sh | 4 | $98.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.