First Western Financial Inc MYFW
CIK 0001327607 · CUSIP 33751L105
Quarter-end disclosures, not live holdings.
Top 20 institutions
Weight means this stock's share of the manager's own portfolio.
| # | Manager | Value | Manager weight | Change vs prior | Source | |
|---|---|---|---|---|---|---|
| 01 | WELLINGTON MANAGEMENT GROUP LLP CIK 902219 · View history | $23.99M 747,096 shares | 0.00% | +226.77K(+43.6%)Added | SEC filing ↗ Aug 14, 2026 | ▾ |
| 02 | North Reef Capital Management LP CIK 1867831 · View history | $23.85M 742,630 shares | 0.91% | +26.02K(+3.6%)Added | SEC filing ↗ Aug 14, 2026 | ▾ |
| 03 | BlackRock, Inc. CIK 2012383 · View history | $17.43M 542,706 shares | 0.00% | +46.34K(+9.3%)Added | SEC filing ↗ Aug 7, 2026 | ▾ |
| 04 | VANGUARD CAPITAL MANAGEMENT LLC CIK 2100119 · View history | $11.35M 353,519 shares | 0.00% | -310(-0.1%)Reduced | SEC filing ↗ Aug 13, 2026 | ▾ |
| 05 | BANC FUNDS CO LLC CIK 1029311 · View history | $10.99M 342,404 shares | 1.82% | -6.00K(-1.7%)Reduced | SEC filing ↗ Aug 13, 2026 | ▾ |
| 06 | DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history | $9.18M 285,909 shares | 0.00% | +24.18K(+9.2%)Added | SEC filing ↗ Aug 11, 2026 | ▾ |
| 07 | ALGEBRIS (UK) LTD CIK 1700286 · View history | $8.29M 259,090 shares | 0.55% | -84.96K(-24.7%)Reduced | SEC filing ↗ Aug 11, 2026 | ▾ |
| 08 | MENDON CAPITAL ADVISORS CORP CIK 1177043 · View history | $6.93M 215,815 shares | 2.45% | -37.52K(-14.8%)Reduced | SEC filing ↗ Aug 11, 2026 | ▾ |
| 09 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $6.48M 201,866 shares | 0.00% | +22.82K(+12.7%)Added | SEC filing ↗ Aug 12, 2026 | ▾ |
| 10 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. CIK 1238990 · View history | $6.26M 195,000 shares | 0.31% | -53.20K(-21.4%)Reduced | SEC filing ↗ Aug 14, 2026 | ▾ |
| 11 | Curi Capital, LLC CIK 1332905 · View history | $6.11M 190,422 shares | 0.09% | -6.63K(-3.4%)Reduced | SEC filing ↗ Aug 14, 2026 | ▾ |
| 12 | Tieton Capital Management, LLC CIK 1381954 · View history | $6.01M 187,274 shares | 1.73% | -2.82K(-1.5%)Reduced | SEC filing ↗ Aug 10, 2026 | ▾ |
| 13 | DIAMOND HILL CAPITAL MANAGEMENT INC CIK 1217541 · View history | $5.49M 170,824 shares | 0.04% | +10.99K(+6.9%)Added | SEC filing ↗ Aug 6, 2026 | ▾ |
| 14 | JACOBS ASSET MANAGEMENT, LLC CIK 1351063 · View history | $4.50M 140,000 shares | 3.38% | -117.82K(-45.7%)Reduced | SEC filing ↗ Aug 14, 2026 | ▾ |
| 15 | STATE STREET CORP CIK 93751 · View history | $4.48M 139,551 shares | 0.00% | +10.23K(+7.9%)Added | SEC filing ↗ Aug 7, 2026 | ▾ |
| 16 | ALLIANCEBERNSTEIN L.P. CIK 1109448 · View history | $4.35M 176,866 shares | 0.00% | -30.06K(-14.5%)Reduced | SEC filing ↗ Aug 14, 2026 | ▾ |
| 17 | ACADIAN ASSET MANAGEMENT LLC CIK 916542 · View history | $4.32M 134,662 shares | 0.01% | +30.98K(+29.9%)Added | SEC filing ↗ Aug 13, 2026 | ▾ |
| 18 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 1164833 · View history | $3.98M 123,858 shares | 0.01% | -7.30K(-5.6%)Reduced | SEC filing ↗ Aug 14, 2026 | ▾ |
| 19 | First Western Trust Bank CIK 1513189 · View history | $2.96M 92,241 shares | 0.14% | -5.99K(-6.1%)Reduced | SEC filing ↗ Jul 29, 2026 | ▾ |
| 20 | BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 1107261 · View history | $2.60M 80,940 shares | 0.05% | -2.91K(-3.5%)Reduced | SEC filing ↗ Aug 14, 2026 | ▾ |
Showing 20 / 103 institutions. The complete set is available through the API.
Coverage & totals by quarter
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