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 | BANC FUNDS CO LLC CIK 1029311 · View history | $11.17M 766,386 shares | 1.26% | +8.00K(+1.1%)Added | SEC filing ↗ May 13, 2024 | ▾ |
| 02 | BlackRock Inc. CIK 1364742 · View history | $7.44M 510,210 shares | 0.00% | -24.25K(-4.5%)Reduced | SEC filing ↗ May 10, 2024 | ▾ |
| 03 | North Reef Capital Management LP CIK 1867831 · View history | $5.86M 401,832 shares | 0.31% | -41.66K(-9.4%)Reduced | SEC filing ↗ May 15, 2024 | ▾ |
| 04 | VANGUARD GROUP INC CIK 102909 · View history | $5.38M 369,313 shares | 0.00% | +4.42K(+1.2%)Added | SEC filing ↗ May 10, 2024 | ▾ |
| 05 | FJ Capital Management LLC CIK 1599170 · View history | $5.38M 369,263 shares | 0.55% | 0(0.0%)Unchanged | SEC filing ↗ May 14, 2024 | ▾ |
| 06 | WASATCH ADVISORS LP CIK 814133 · View history | $5.31M 363,990 shares | 0.03% | +46.17K(+14.5%)Added | SEC filing ↗ Apr 18, 2024 | ▾ |
| 07 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. CIK 1238990 · View history | $5.06M 346,915 shares | 0.29% | +79.55K(+29.8%)Added | SEC filing ↗ May 15, 2024 | ▾ |
| 08 | ALLIANCEBERNSTEIN L.P. CIK 1109448 · View history | $4.81M 330,023 shares | 0.00% | -4.71K(-1.4%)Reduced | SEC filing ↗ May 14, 2024 | ▾ |
| 09 | KENNEDY CAPITAL MANAGEMENT LLC CIK 884589 · View history | $3.59M 246,196 shares | 0.07% | -56.60K(-18.7%)Reduced | SEC filing ↗ May 15, 2024 | ▾ |
| 10 | STRATEGIC VALUE BANK PARTNERS LLC CIK 1904067 · View history | $3.22M 220,663 shares | 2.10% | +220.66KNew | SEC filing ↗ May 15, 2024 | ▾ |
| 11 | DIAMOND HILL CAPITAL MANAGEMENT INC CIK 1217541 · View history | $2.45M 168,354 shares | 0.01% | +6.54K(+4.0%)Added | SEC filing ↗ May 13, 2024 | ▾ |
| 12 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $2.39M 163,613 shares | 0.00% | +2.70K(+1.7%)Added | SEC filing ↗ May 13, 2024 | ▾ |
| 13 | Tieton Capital Management, LLC CIK 1381954 · View history | $2.20M 151,150 shares | 1.16% | -1.61K(-1.1%)Reduced | SEC filing ↗ May 10, 2024 | ▾ |
| 14 | DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history | $2.16M 148,443 shares | 0.00% | +4.64K(+3.2%)Added | SEC filing ↗ May 10, 2024 | ▾ |
| 15 | First Western Trust Bank CIK 1513189 · View history | $1.77M 121,120 shares | 0.08% | 0(0.0%)Unchanged | SEC filing ↗ May 16, 2024 | ▾ |
| 16 | STATE STREET CORP CIK 93751 · View history | $1.57M 107,495 shares | 0.00% | 0(0.0%)Unchanged | SEC filing ↗ May 15, 2024 | ▾ |
| 17 | MENDON CAPITAL ADVISORS CORP CIK 1177043 · View history | $1.17M 31,277 shares | 0.66% | -25.79K(-45.2%)Reduced | SEC filing ↗ May 15, 2024 | ▾ |
| 18 | STIFEL FINANCIAL CORP CIK 720672 · View history | $1.12M 77,000 shares | 0.00% | 0(0.0%)Unchanged | SEC filing ↗ May 14, 2024 | ▾ |
| 19 | NORTHERN TRUST CORP CIK 73124 · View history | $984.91K 67,552 shares | 0.00% | +3.88K(+6.1%)Added | SEC filing ↗ May 14, 2024 | ▾ |
| 20 | Cherry Creek Investment Advisors, Inc. CIK 1877829 · View history | $757.27K 51,939 shares | 0.41% | -6.00K(-10.4%)Reduced | SEC filing ↗ Apr 23, 2024 | ▾ |
Showing 20 / 58 institutions. The complete set is available through the API.
Coverage & totals by quarter
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.
Explore all 58 reporting institutions.
This page includes 20 of 58 reporting institutions. Sign 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.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
+ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 58 reporting institutions; totals use the complete disclosed data.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_security_holders
{"cusip":"33751L105","quarter":"2024Q1","type":"positions","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
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.