FIRST WESTERN FINANCIAL INC (MYFW) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $206.84M in MYFW holdings during the latest filing period.
Wellington Management Group Llp is currently the largest disclosed institutional shareholder of MYFW tracked by InsiderSet, reporting ownership valued at approximately $23.99M in its June 30, 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 $22.86M, representing an estimated loss of -4.70% 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 Wellington Management Group Llp, North Reef Capital Management Lp, 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
102
Total Reported Value
$206.84M
Largest Holder
Wellington Management Group Llp
Largest Position
$23.99M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
113
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wellington Management Group Llp | 0.00% | 747,096 | $23,989,252 | $22,861,138 | -$1,128,114 | -4.70% | |
| North Reef Capital Management Lp | 0.91% | 742,630 | $23,845,849 | $22,724,478 | -$1,121,371 | -4.70% | |
| Blackrock, Inc. | 0.00% | 542,706 | $17,426,290 | $16,606,804 | -$819,486 | -4.70% | |
| Vanguard Capital Management Llc | 0.00% | 353,519 | $11,351,495 | $10,817,681 | -$533,814 | -4.70% | |
| Banc Funds Co Llc | 1.82% | 342,404 | $10,994,592 | $10,477,562 | -$517,030 | -4.70% | |
| Dimensional Fund Advisors Lp | 0.00% | 285,909 | $9,180,581 | $8,748,815 | -$431,766 | -4.70% | |
| Algebris (Uk) Ltd | 0.55% | 259,090 | $8,293,181 | $7,928,154 | -$365,027 | -4.40% | |
| Mendon Capital Advisors Corp | 2.45% | 215,815 | $6,929,820 | $6,603,939 | -$325,881 | -4.70% | |
| Geode Capital Management, Llc | 0.00% | 201,866 | $6,483,125 | $6,177,100 | -$306,025 | -4.72% | |
| Punch & Associates Investment Management, Inc. | 0.31% | 195,000 | $6,261,450 | $5,967,000 | -$294,450 | -4.70% | |
| Curi Capital, Llc | 0.09% | 190,422 | $6,114,451 | $5,826,913 | -$287,538 | -4.70% | |
| Diamond Hill Capital Management Inc | 0.04% | 170,824 | $5,485,159 | $5,227,214 | -$257,945 | -4.70% | |
| Jacobs Asset Management, Llc | 3.38% | 140,000 | $4,495,400 | $4,284,000 | -$211,400 | -4.70% | |
| State Street Corp | 0.00% | 139,551 | $4,480,983 | $4,270,261 | -$210,722 | -4.70% | |
| Alliancebernstein L.P. | 0.00% | 176,866 | $4,347,366 | $5,412,100 | +$1,064,734 | +24.49% | |
| Acadian Asset Management Llc | 0.01% | 134,662 | $4,318,000 | $4,120,657 | -$197,343 | -4.57% | |
| Hotchkis & Wiley Capital Management Llc | 0.01% | 123,858 | $3,977,080 | $3,790,055 | -$187,025 | -4.70% | |
| First Western Trust Bank | 0.14% | 92,241 | $2,961,859 | $2,822,575 | -$139,284 | -4.70% | |
| Bridgeway Capital Management, Llc | 0.05% | 80,940 | $2,598,983 | $2,476,764 | -$122,219 | -4.70% | |
| Brevan Howard Capital Management Lp | 0.03% | 75,000 | $2,408,250 | $2,295,000 | -$113,250 | -4.70% | |
| Northern Trust Corp | 0.00% | 66,764 | $2,143,792 | $2,042,978 | -$100,814 | -4.70% | |
| Vanguard Portfolio Management Llc | 0.00% | 58,368 | $1,874,196 | $1,786,061 | -$88,135 | -4.70% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 57,358 | $1,841,765 | $1,755,155 | -$86,610 | -4.70% |
| Qube Research & Technologies Ltd | 0.00% | 56,618 | $1,818,004 | $1,732,511 | -$85,493 | -4.70% | |
| Rosenthal {-} Henry Capital Advisors, Inc. | 1.55% | 55,113 | $1,769,678 | $1,686,458 | -$83,220 | -4.70% | |
| Vanguard Fiduciary Trust Co | 0.00% | 52,486 | $1,685,325 | $1,606,072 | -$79,253 | -4.70% | |
| Cherry Creek Investment Advisors, Inc. | 0.66% | 51,939 | $1,667,761 | $1,589,333 | -$78,428 | -4.70% | |
| Sei Investments Co | 0.00% | 49,449 | $1,587,807 | $1,513,139 | -$74,668 | -4.70% | |
| Round Rock Advisors Llc | 0.20% | 47,431 | $1,523,009 | $1,451,389 | -$71,620 | -4.70% | |
| Biltmore Family Office, Llc | 0.19% | 45,316 | $1,455,097 | $1,386,670 | -$68,427 | -4.70% | |
| Goldman Sachs Group Inc | 0.00% | 37,507 | $1,204,350 | $1,147,714 | -$56,636 | -4.70% | |
| Trexquant Investment Lp | 0.01% | 34,218 | $1,098,740 | $1,047,071 | -$51,669 | -4.70% | |
| Empowered Funds, Llc | 0.01% | 33,558 | $1,077,547 | $1,026,875 | -$50,672 | -4.70% | |
| Boothbay Fund Management, Llc | 0.02% | 32,935 | $1,057,543 | $1,007,811 | -$49,732 | -4.70% | |
| Ubs Group Ag | 0.00% | 31,688 | $1,017,502 | $969,653 | -$47,849 | -4.70% | |
| Summerhaven Investment Management, Llc | 0.54% | 31,385 | $1,007,772 | $960,381 | -$47,391 | -4.70% | |
| First Trust Advisors Lp | 0.00% | 28,985 | $930,708 | $886,941 | -$43,767 | -4.70% | |
| Aqr Capital Management Llc | 0.00% | 28,494 | $914,943 | $871,916 | -$43,027 | -4.70% | |
| Cm Wealth Advisors Llc | 0.15% | 26,002 | $834,924 | $795,661 | -$39,263 | -4.70% | |
| Morgan Stanley | 0.00% | 25,484 | $818,292 | $779,810 | -$38,482 | -4.70% | |
| Raymond James Financial Inc | 0.00% | 25,000 | $802,750 | $765,000 | -$37,750 | -4.70% | |
| Nuveen, Llc | 0.00% | 24,272 | $779,374 | $742,723 | -$36,651 | -4.70% | |
| Charles Schwab Investment Management Inc | 0.00% | 23,943 | $768,810 | $732,656 | -$36,154 | -4.70% | |
| Lido Advisors, Llc | 0.00% | 23,080 | $741,099 | $706,248 | -$34,851 | -4.70% | |
| Bank Of New York Mellon Corp | 0.00% | 22,906 | $735,511 | $700,924 | -$34,587 | -4.70% | |
| Two Sigma Investments, Lp | 0.00% | 22,743 | $730,278 | $695,936 | -$34,342 | -4.70% | |
| Strs Ohio | 0.00% | 21,600 | $693,576 | $660,960 | -$32,616 | -4.70% | |
| American Century Companies Inc | 0.00% | 18,921 | $607,553 | $578,983 | -$28,570 | -4.70% | |
| Ameriprise Financial Inc | 0.00% | 17,629 | $566,067 | $539,447 | -$26,620 | -4.70% | |
| Pmc Fig Opportunities Llc | 0.88% | 17,065 | $547,957 | $522,189 | -$25,768 | -4.70% |
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.