FIRST WESTERN FINANCIAL INC (MYFW) Top Institutional Shareholders
FIRST WESTERN FINANCIAL INC (MYFW) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $154.92M in MYFW holdings during the latest filing period.
North Reef Capital Management Lp is currently the largest disclosed institutional shareholder of MYFW tracked by InsiderSet, reporting ownership valued at approximately $17.61M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $21.66M, representing an estimated gain of +22.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed MYFW value among the investors covered in this analysis. Major shareholders include North Reef Capital Management Lp, Wellington Management Group Llp, Blackrock, Inc., and several other long-term asset managers with concentrated positions in FIRST WESTERN FINANCIAL INC (MYFW).
This page ranks the largest institutional MYFW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
91
Total Reported Value
$154.92M
Largest Holder
North Reef Capital Management Lp
Largest Position
$17.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
99
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| North Reef Capital Management Lp | 0.61% | 716,609 | $17,614,249 | $21,663,090 | +$4,048,841 | +22.99% | |
| Wellington Management Group Llp | 0.00% | 520,329 | $12,789,688 | $15,729,546 | +$2,939,858 | +22.99% | |
| Blackrock, Inc. | 0.00% | 496,361 | $12,200,555 | $15,004,993 | +$2,804,438 | +22.99% | |
| Vanguard Capital Management Llc | 0.00% | 353,829 | $8,697,117 | $10,696,251 | +$1,999,134 | +22.99% | |
| Banc Funds Co Llc | 1.59% | 348,404 | $8,563,770 | $10,532,253 | +$1,968,483 | +22.99% | |
| Algebris (Uk) Ltd | 0.61% | 344,049 | $8,442,776 | $10,400,601 | +$1,957,825 | +23.19% | |
| Dimensional Fund Advisors Lp | 0.00% | 261,734 | $6,433,550 | $7,912,219 | +$1,478,669 | +22.98% | |
| Jacobs Asset Management, Llc | 3.79% | 257,819 | $6,337,191 | $7,793,868 | +$1,456,677 | +22.99% | |
| Mendon Capital Advisors Corp | 2.41% | 253,336 | $6,226,999 | $7,658,347 | +$1,431,348 | +22.99% | |
| Punch & Associates Investment Management, Inc. | 0.35% | 248,195 | $6,100,633 | $7,502,935 | +$1,402,302 | +22.99% | |
| Alliancebernstein L.P. | 0.00% | 206,929 | $5,547,766 | $6,255,464 | +$707,698 | +12.76% | |
| Curi Capital, Llc | 0.09% | 197,056 | $4,843,636 | $5,957,003 | +$1,113,367 | +22.99% | |
| Geode Capital Management, Llc | 0.00% | 179,042 | $4,401,716 | $5,412,440 | +$1,010,724 | +22.96% | |
| Diamond Hill Capital Management Inc | 0.02% | 159,832 | $3,928,671 | $4,831,721 | +$903,050 | +22.99% | |
| Hotchkis & Wiley Capital Management Llc | 0.01% | 131,158 | $3,223,864 | $3,964,906 | +$741,042 | +22.99% | |
| State Street Corp | 0.00% | 129,319 | $3,178,661 | $3,909,313 | +$730,652 | +22.99% | |
| Boothbay Fund Management, Llc | 0.06% | 112,993 | $2,777,368 | $3,415,778 | +$638,410 | +22.99% | |
| Brevan Howard Capital Management Lp | 0.02% | 100,000 | $2,458,000 | $3,023,000 | +$565,000 | +22.99% | |
| Sei Investments Co | 0.00% | 98,729 | $2,426,759 | $2,984,578 | +$557,819 | +22.99% | |
| First Western Trust Bank | 0.12% | 98,231 | $2,414,518 | $2,969,523 | +$555,005 | +22.99% | |
| Pmc Fig Opportunities Llc | 3.33% | 87,487 | $2,150,430 | $2,644,732 | +$494,302 | +22.99% | |
| Bridgeway Capital Management, Llc | 0.04% | 83,850 | $2,061,033 | $2,534,786 | +$473,753 | +22.99% | |
| Northern Trust Corp | 0.00% | 57,951 | $1,424,436 | $1,751,859 | +$327,423 | +22.99% | |
| Rosenthal {-} Henry Capital Advisors, Inc. | 1.33% | 55,113 | $1,354,677 | $1,666,066 | +$311,389 | +22.99% | |
| Cherry Creek Investment Advisors, Inc. | 0.55% | 51,939 | $1,276,661 | $1,570,116 | +$293,455 | +22.99% | |
| Vanguard Fiduciary Trust Co | 0.00% | 51,130 | $1,256,775 | $1,545,660 | +$288,885 | +22.99% | |
| Vanguard Portfolio Management Llc | 0.00% | 48,518 | $1,192,572 | $1,466,699 | +$274,127 | +22.99% | |
| Round Rock Advisors Llc | 0.18% | 47,431 | $1,165,854 | $1,433,839 | +$267,985 | +22.99% | |
| Biltmore Family Office, Llc | 0.16% | 45,316 | $1,113,867 | $1,369,903 | +$256,036 | +22.99% | |
| Empowered Funds, Llc | 0.01% | 36,468 | $896,383 | $1,102,428 | +$206,045 | +22.99% | |
| Persistent Asset Partners Ltd | 0.33% | 34,520 | $848,502 | $1,043,540 | +$195,038 | +22.99% | |
| Goldman Sachs Group Inc | 0.00% | 33,771 | $830,091 | $1,020,897 | +$190,806 | +22.99% | |
| Summerhaven Investment Management, Llc | 0.47% | 31,385 | $771,443 | $948,769 | +$177,326 | +22.99% | |
| Ubs Group Ag | 0.00% | 28,860 | $709,379 | $872,438 | +$163,059 | +22.99% | |
| First Trust Advisors Lp | 0.00% | 27,912 | $686,076 | $843,780 | +$157,704 | +22.99% | |
| Morgan Stanley | 0.00% | 27,403 | $673,566 | $828,393 | +$154,827 | +22.99% | |
| Raymond James Financial Inc | 0.00% | 25,000 | $614,500 | $755,750 | +$141,250 | +22.99% | |
| Nuveen, Llc | 0.00% | 24,272 | $596,606 | $733,743 | +$137,137 | +22.99% | |
| Strs Ohio | 0.00% | 21,600 | $530,928 | $652,968 | +$122,040 | +22.99% | |
| Charles Schwab Investment Management Inc | 0.00% | 20,700 | $508,806 | $625,761 | +$116,955 | +22.99% | |
| Bank Of New York Mellon Corp | 0.00% | 19,158 | $470,903 | $579,146 | +$108,243 | +22.99% | |
| Ameriprise Financial Inc | 0.00% | 19,000 | $467,020 | $574,370 | +$107,350 | +22.99% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 18,100 | $444,898 | $547,163 | +$102,265 | +22.99% |
| Elco Management Co., Llc | 0.17% | 14,746 | $362,457 | $445,772 | +$83,315 | +22.99% | |
| American Century Companies Inc | 0.00% | 14,078 | $346,037 | $425,578 | +$79,541 | +22.99% | |
| Aqr Capital Management Llc | 0.00% | 14,061 | $345,620 | $425,064 | +$79,444 | +22.99% | |
| Lido Advisors, Llc | 0.00% | 13,079 | $321,482 | $395,378 | +$73,896 | +22.99% | |
| Bank Of America Corp | 0.00% | 12,053 | $296,263 | $364,362 | +$68,099 | +22.99% | |
| Two Sigma Investments, Lp | 0.00% | 11,836 | $290,929 | $357,802 | +$66,873 | +22.99% | |
| Trexquant Investment Lp | 0.00% | 11,362 | $279,278 | $343,473 | +$64,195 | +22.99% |
Frequently asked questions about MYFW
Who owns the most MYFW stock?
The largest holders of MYFW are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST WESTERN FINANCIAL INC (MYFW).
Is MYFW widely held by superinvestors?
Many widely followed stocks like MYFW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MYFW is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.