MYFW institutional holders

FIRST WESTERN FINANCIAL INC · 13F, 2026Q2

Managers holding104
Shares held6,724,378
Reported value$214.6m
Quarter flows15 new, 38 added, 30 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
WELLINGTON MANAGEMENT GROUP LLP747,096$24.0m0.0%
North Reef Capital Management LP742,630$23.8m0.9%
BlackRock, Inc.542,706$17.4m0.0%
VANGUARD CAPITAL MANAGEMENT LLC353,519$11.4m0.0%
BANC FUNDS CO LLC342,404$11.0m1.8%
DIMENSIONAL FUND ADVISORS LP285,909$9.2m0.0%
ALGEBRIS (UK) LTD259,090$8.3m0.5%
MENDON CAPITAL ADVISORS CORP215,815$6.9m2.4%
GEODE CAPITAL MANAGEMENT, LLC201,866$6.5m0.0%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.195,000$6.3m0.3%
Curi Capital, LLC190,422$6.1m0.1%
Tieton Capital Management, LLC187,274$6.0m1.7%
Diamond Hill Capital Management, LLC (Investment Advisor)170,824$5.5m0.0%
JACOBS ASSET MANAGEMENT, LLC140,000$4.5m2.8%
STATE STREET CORP139,551$4.5m0.0%
ALLIANCEBERNSTEIN L.P.176,866$4.3m0.0%
ACADIAN ASSET MANAGEMENT LLC134,662$4.3m0.0%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC123,858$4.0m0.0%
First Western Trust Bank92,241$3.0m0.1%
BRIDGEWAY CAPITAL MANAGEMENT, LLC80,940$2.6m0.0%
Brevan Howard Capital Management LP75,000$2.4m0.0%
NORTHERN TRUST CORP66,764$2.1m0.0%
VANGUARD PORTFOLIO MANAGEMENT LLC58,368$1.9m0.0%
RENAISSANCE TECHNOLOGIES LLC57,358$1.8m0.0%
Qube Research & Technologies Ltd56,618$1.8m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("MYFW"). MYFW price history · All 13F data

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