Company · Ownership research

First Western Financial Inc MYFW

CIK 0001327607 · CUSIP 33751L105

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

This page lists the top 20 of 32 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$9.47M 315,773 shares	0.00%	+29.86K(+10.40%)Added	SEC filing ↗ Nov 4, 2026	▾
02	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$6.03M 201,175 shares	0.00%	-691(-0.30%)Reduced	SEC filing ↗ Nov 6, 2026	▾
03	Rosenthal \| Henry Capital Advisors, Inc. CIK 1697539 · View history	$1.65M 55,113 shares	1.52%	0(0.00%)Unchanged	SEC filing ↗ Oct 27, 2026	▾
04	Cherry Creek Investment Advisors, Inc. CIK 1877829 · View history	$1.50M 49,939 shares	0.57%	-2.00K(-3.90%)Reduced	SEC filing ↗ Oct 14, 2026	▾
05	Sippican Capital Advisors CIK 1557406 · View history	$1.39M 46,475 shares	0.93%	0(0.00%)Unchanged	SEC filing ↗ Oct 23, 2026	▾
06	Biltmore Family Office, LLC CIK 1731123 · View history	$1.36M 45,316 shares	0.18%	0(0.00%)Unchanged	SEC filing ↗ Nov 3, 2026	▾
07	STRS OHIO CIK 820478 · View history	$878.71K 29,300 shares	0.00%	+7.70K(+35.60%)Added	SEC filing ↗ Oct 30, 2026	▾
08	Lido Advisors, LLC CIK 1650150 · View history	$692.08K 23,077 shares	0.00%	-3(0.00%)Reduced	SEC filing ↗ Nov 4, 2026	▾
09	Bank of New York Mellon Corp CIK 1390777 · View history	$687.16K 22,913 shares	0.00%	+7(0.00%)Added	SEC filing ↗ Nov 5, 2026	▾
10	Wavvest Wealth LLC CIK 2153571 · View history	$500.95K 16,704 shares	0.40%	—	SEC filing ↗ Oct 21, 2026	▾
11	BARCLAYS PLC CIK 312069 · View history	$369.24K 12,312 shares	0.00%	+2.06K(+20.10%)Added	SEC filing ↗ Nov 6, 2026	▾
12	ELCO Management Co., LLC CIK 1690717 · View history	$341.53K 11,388 shares	0.16%	0(0.00%)Unchanged	SEC filing ↗ Oct 14, 2026	▾
13	Russell Investments Group, Ltd. CIK 1692234 · View history	$322.63K 10,741 shares	0.00%	+6.63K(+161.30%)Added	SEC filing ↗ Nov 6, 2026	▾
14	Concurrent Investment Advisors, LLC CIK 2001015 · View history	$281.10K 9,373 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Oct 16, 2026	▾
15	DEUTSCHE BANK AG\ CIK 948046 · View history	$211.55K 7,054 shares	0.00%	-982(-12.20%)Reduced	SEC filing ↗ Nov 6, 2026	▾
16	CITIGROUP INC CIK 831001 · View history	$104.61K 3,488 shares	0.00%	-522(-13.00%)Reduced	SEC filing ↗ Nov 4, 2026	▾
17	State of Alaska, Department of Revenue CIK 1370102 · View history	$20.00K 696 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Oct 15, 2026	▾
18	GAMMA Investing LLC CIK 2010235 · View history	$6.09K 203 shares	0.00%	+92(+82.90%)Added	SEC filing ↗ Oct 8, 2026	▾
19	Sterling Capital Management LLC CIK 1329883 · View history	$5.13K 171 shares	0.00%	-4(-2.30%)Reduced	SEC filing ↗ Oct 22, 2026	▾
20	HARBOR CAPITAL ADVISORS, INC. CIK 1039128 · View history	$5.00K 167 shares	0.00%	+4(+2.50%)Added	SEC filing ↗ Oct 22, 2026	▾

Showing 20 / 32 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

861,826

Not deduplicated across managers

Disclosed value

$25.85M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

First Western Financial Inc · Q3 2026

Explore all 32 reporting institutions.

This page includes 20 of 32 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.