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 | North Reef Capital Management LP CIK 1867831 · View history | $14.23M 617,824 shares | 0.67% | +72.10K(+13.2%)Added | SEC filing ↗ Nov 14, 2025 | ▾ |
| 02 | BlackRock, Inc. CIK 2012383 · View history | $11.39M 494,887 shares | 0.00% | -13.51K(-2.7%)Reduced | SEC filing ↗ Nov 12, 2025 | ▾ |
| 03 | VANGUARD GROUP INC CIK 102909 · View history | $9.84M 427,427 shares | 0.00% | -6.03K(-1.4%)Reduced | SEC filing ↗ Nov 7, 2025 | ▾ |
| 04 | BANC FUNDS CO LLC CIK 1029311 · View history | $9.55M 414,629 shares | 1.67% | -75.89K(-15.5%)Reduced | SEC filing ↗ Nov 14, 2025 | ▾ |
| 05 | ALGEBRIS (UK) LTD CIK 1700286 · View history | $7.26M 315,449 shares | 0.82% | +315.45KNew | SEC filing ↗ Oct 31, 2025 | ▾ |
| 06 | JACOBS ASSET MANAGEMENT, LLC CIK 1351063 · View history | $7.25M 314,959 shares | 3.97% | -25.04K(-7.4%)Reduced | SEC filing ↗ Nov 13, 2025 | ▾ |
| 07 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. CIK 1238990 · View history | $7.17M 311,502 shares | 0.42% | -3.23K(-1.0%)Reduced | SEC filing ↗ Nov 14, 2025 | ▾ |
| 08 | MENDON CAPITAL ADVISORS CORP CIK 1177043 · View history | $5.83M 253,336 shares | 2.66% | -27.19K(-9.7%)Reduced | SEC filing ↗ Nov 14, 2025 | ▾ |
| 09 | DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history | $5.76M 250,077 shares | 0.00% | +12.73K(+5.4%)Added | SEC filing ↗ Nov 12, 2025 | ▾ |
| 10 | ALLIANCEBERNSTEIN L.P. CIK 1109448 · View history | $4.59M 199,483 shares | 0.00% | -157.98K(-44.2%)Reduced | SEC filing ↗ Nov 14, 2025 | ▾ |
| 11 | Curi Capital, LLC CIK 1332905 · View history | $4.54M 197,056 shares | 0.08% | 0(0.0%)Unchanged | SEC filing ↗ Nov 13, 2025 | ▾ |
| 12 | Tieton Capital Management, LLC CIK 1381954 · View history | $4.19M 181,876 shares | 1.45% | +2.54K(+1.4%)Added | SEC filing ↗ Nov 12, 2025 | ▾ |
| 13 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $4.15M 180,427 shares | 0.00% | -1.28K(-0.7%)Reduced | SEC filing ↗ Nov 12, 2025 | ▾ |
| 14 | BOOTHBAY FUND MANAGEMENT, LLC CIK 1549230 · View history | $3.60M 156,282 shares | 0.09% | +57.56K(+58.3%)Added | SEC filing ↗ Nov 14, 2025 | ▾ |
| 15 | DIAMOND HILL CAPITAL MANAGEMENT INC CIK 1217541 · View history | $3.53M 153,379 shares | 0.02% | -4.04K(-2.6%)Reduced | SEC filing ↗ Nov 5, 2025 | ▾ |
| 16 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 1164833 · View history | $3.01M 130,798 shares | 0.01% | +130.80KNew | SEC filing ↗ Nov 14, 2025 | ▾ |
| 17 | STATE STREET CORP CIK 93751 · View history | $2.95M 128,298 shares | 0.00% | +4.43K(+3.6%)Added | SEC filing ↗ Nov 14, 2025 | ▾ |
| 18 | PMC FIG Opportunities LLC CIK 1899896 · View history | $2.77M 120,111 shares | 4.23% | +52.23K(+77.0%)Added | SEC filing ↗ Nov 14, 2025 | ▾ |
| 19 | WELLINGTON MANAGEMENT GROUP LLP CIK 902219 · View history | $2.55M 110,725 shares | 0.00% | +110.72KNew | SEC filing ↗ Nov 14, 2025 | ▾ |
| 20 | First Western Trust Bank CIK 1513189 · View history | $2.52M 109,503 shares | 0.12% | -3.16K(-2.8%)Reduced | SEC filing ↗ Nov 14, 2025 | ▾ |
Showing 20 / 92 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 92 reporting institutions.
This page includes 20 of 92 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 92 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":"2025Q3","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.