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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| State Street Corp | Buy | +10,232 | +7.9% | 139,551 | $4.48M | Q2 2026 | Sep 22, 2026 |
| California State Teachers Retirement System | Sell | -332 | -74.1% | 116 | $3.73K | Q2 2026 | Aug 24, 2026 |
| Empowered Funds, Llc | Sell | -2,910 | -8.0% | 33,558 | $1.08M | Q2 2026 | Aug 17, 2026 |
| Public Employees Retirement System Of Ohio | Buy | +2,580 | — | 2,580 | $82.84K | Q2 2026 | Aug 17, 2026 |
| Wellington Management Group Llp | Buy | +226,767 | +43.6% | 747,096 | $23.99M | Q2 2026 | Aug 14, 2026 |
| Jacobs Asset Management, Llc | Sell | -117,819 | -45.7% | 140,000 | $4.50M | Q2 2026 | Aug 14, 2026 |
| Boothbay Fund Management, Llc | Sell | -80,058 | -70.9% | 32,935 | $1.06M | Q2 2026 | Aug 14, 2026 |
| Pmc Fig Opportunities Llc | Sell | -70,422 | -80.5% | 17,065 | $547.96K | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +56,618 | — | 56,618 | $1.82M | Q2 2026 | Aug 14, 2026 |
| Punch & Associates Investment Management, Inc. | Sell | -53,195 | -21.4% | 195,000 | $6.26M | Q2 2026 | Aug 14, 2026 |
| Sei Investments Co | Sell | -49,280 | -49.9% | 49,449 | $1.59M | Q2 2026 | Aug 14, 2026 |
| Alliancebernstein L.P. | Sell | -30,063 | -14.5% | 176,866 | $4.35M | Q2 2026 | Aug 14, 2026 |
| North Reef Capital Management Lp | Buy | +26,021 | +3.6% | 742,630 | $23.85M | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management Lp | Sell | -25,000 | -25.0% | 75,000 | $2.41M | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment Lp | Buy | +22,856 | +201.2% | 34,218 | $1.10M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +17,629 | — | 17,629 | $566.07K | Q2 2026 | Aug 14, 2026 |
| State Of Wisconsin Investment Board | Buy | +15,916 | — | 15,916 | $511.06K | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +14,433 | +102.6% | 28,494 | $914.94K | Q2 2026 | Aug 14, 2026 |
| Jacobs Levy Equity Management, Inc | Buy | +12,833 | — | 12,833 | $412.07K | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +10,907 | +92.2% | 22,743 | $730.28K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +8,676 | — | 8,676 | $278.59K | Q2 2026 | Aug 14, 2026 |
| Hotchkis & Wiley Capital Management Llc | Sell | -7,300 | -5.6% | 123,858 | $3.98M | Q2 2026 | Aug 14, 2026 |
| Price T Rowe Associates Inc | Buy | +7,132 | — | 7,132 | $230.00K | Q2 2026 | Aug 14, 2026 |
| Curi Capital, Llc | Sell | -6,634 | -3.4% | 190,422 | $6.11M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +4,194 | +101.4% | 8,330 | $267.48K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +3,736 | +11.1% | 37,507 | $1.20M | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Investment Management Inc | Buy | +3,243 | +15.7% | 23,943 | $768.81K | Q2 2026 | Aug 14, 2026 |
| Bridgeway Capital Management, Llc | Sell | -2,910 | -3.5% | 80,940 | $2.60M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -727 | -6.0% | 11,326 | $363.68K | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Sell | -437 | -4.1% | 10,255 | $329.29K | Q2 2026 | Aug 14, 2026 |
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.
Related MYFW Institutional Insights
- MYFW Overview
- MYFW 13F Institutional Holders
- MYFW Superinvestors
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- MYFW Insider Trading & SEC Form 4 Activity
- MYFW Articles
- Top Institutional Investor Stock Rankings