FIRST WESTERN FINANCIAL INC (MYFW) Institutional Ownership Changes & 13F Activity

FIRST WESTERN FINANCIAL INC (MYFW). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wellington Management Group Llp, Jacobs Asset Management, Llc, Boothbay Fund Management, Llc, Pmc Fig Opportunities Llc, and Qube Research & Technologies Ltd.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
State Street CorpBuy+10,232+7.9%139,551$4.48MQ2 2026Sep 22, 2026
California State Teachers Retirement SystemSell-332-74.1%116$3.73KQ2 2026Aug 24, 2026
Empowered Funds, LlcSell-2,910-8.0%33,558$1.08MQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioBuy+2,580—2,580$82.84KQ2 2026Aug 17, 2026
Wellington Management Group LlpBuy+226,767+43.6%747,096$23.99MQ2 2026Aug 14, 2026
Jacobs Asset Management, LlcSell-117,819-45.7%140,000$4.50MQ2 2026Aug 14, 2026
Boothbay Fund Management, LlcSell-80,058-70.9%32,935$1.06MQ2 2026Aug 14, 2026
Pmc Fig Opportunities LlcSell-70,422-80.5%17,065$547.96KQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+56,618—56,618$1.82MQ2 2026Aug 14, 2026
Punch & Associates Investment Management, Inc.Sell-53,195-21.4%195,000$6.26MQ2 2026Aug 14, 2026
Sei Investments CoSell-49,280-49.9%49,449$1.59MQ2 2026Aug 14, 2026
Alliancebernstein L.P.Sell-30,063-14.5%176,866$4.35MQ2 2026Aug 14, 2026
North Reef Capital Management LpBuy+26,021+3.6%742,630$23.85MQ2 2026Aug 14, 2026
Brevan Howard Capital Management LpSell-25,000-25.0%75,000$2.41MQ2 2026Aug 14, 2026
Trexquant Investment LpBuy+22,856+201.2%34,218$1.10MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+17,629—17,629$566.07KQ2 2026Aug 14, 2026
State Of Wisconsin Investment BoardBuy+15,916—15,916$511.06KQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+14,433+102.6%28,494$914.94KQ2 2026Aug 14, 2026
Jacobs Levy Equity Management, IncBuy+12,833—12,833$412.07KQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+10,907+92.2%22,743$730.28KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+8,676—8,676$278.59KQ2 2026Aug 14, 2026
Hotchkis & Wiley Capital Management LlcSell-7,300-5.6%123,858$3.98MQ2 2026Aug 14, 2026
Price T Rowe Associates IncBuy+7,132—7,132$230.00KQ2 2026Aug 14, 2026
Curi Capital, LlcSell-6,634-3.4%190,422$6.11MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+4,194+101.4%8,330$267.48KQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+3,736+11.1%37,507$1.20MQ2 2026Aug 14, 2026
Charles Schwab Investment Management IncBuy+3,243+15.7%23,943$768.81KQ2 2026Aug 14, 2026
Bridgeway Capital Management, LlcSell-2,910-3.5%80,940$2.60MQ2 2026Aug 14, 2026
Bank Of America CorpSell-727-6.0%11,326$363.68KQ2 2026Aug 14, 2026
Barclays PlcSell-437-4.1%10,255$329.29KQ2 2026Aug 14, 2026
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Frequently asked questions about MYFW activity

  • Which institutional owners are buying MYFW?

    Institutional owners buying MYFW include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MYFW activity?

    "Buy" means an investor increased their reported position in MYFW compared to the prior reporting period. This reflects growing exposure to FIRST WESTERN FINANCIAL INC (MYFW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MYFW increasing?

    Institutional interest in MYFW can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.