MYFW

First Western Financial, Inc.
$23.61-0.17 (-0.74%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Shares Held

6.859544015873461e+251B

Total Value

$1.8390107669278915e+174T

% of Float

Price History

$17.54$19.97$22.41$24.84$27.27Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1North Reef Capital Management LP685,954$18.4M0.74%Share
2VANGUARD GROUP INC401,587$10.8M0.00%Share
3BANC FUNDS CO LLC346,090$9.3M1.84%Share
4ALGEBRIS (UK) LTD340,807$9.1M0.72%Share
5BlackRock, Inc.341,958$9.0M0.00%Share
6PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.270,945$7.3M0.42%Share
7JACOBS ASSET MANAGEMENT, LLC267,740$7.2M4.00%Share
8MENDON CAPITAL ADVISORS CORP253,336$6.8M2.01%Share
9DIMENSIONAL FUND ADVISORS LP244,631$6.0M0.00%Share
10Curi Capital, LLC197,056$5.0M0.09%Share
11ALLIANCEBERNSTEIN L.P.204,027$5.0M0.00%Share
12Tieton Capital Management, LLC183,611$4.9M1.68%Share
13GEODE CAPITAL MANAGEMENT, LLC154,915$4.0M0.00%Share
14BOOTHBAY FUND MANAGEMENT, LLC155,177$4.0M0.06%Share
15WELLINGTON MANAGEMENT GROUP LLP172,060$4.0M0.00%Share
16DIAMOND HILL CAPITAL MANAGEMENT INC158,643$4.0M0.02%Share
17NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO76,048$3.7M0.00%Share
18HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC130,798$3.5M0.01%Share
19STATE STREET CORP128,411$3.0M0.00%Share
20BlackRock, Inc.113,941$3.0M0.00%Share
21PMC FIG Opportunities LLC107,164$2.9M4.51%Share
22First Western Trust Bank89,238$2.4M0.12%Share
23BRIDGEWAY CAPITAL MANAGEMENT, LLC80,717$2.0M0.04%Share
24ACADIAN ASSET MANAGEMENT LLC103,678$2.0M0.00%Share
25Rosenthal {-} Henry Capital Advisors, Inc.55,113$1.5M1.37%Share
26Cherry Creek Investment Advisors, Inc.51,939$1.4M0.60%Share
27VANGUARD GROUP INC51,321$1.4M0.00%Share
28Sippican Capital Advisors47,825$1.3M0.82%Share
29Biltmore Family Office, LLC45,316$1.2M0.17%Share
30LEVIN CAPITAL STRATEGIES, L.P.43,432$1.2M0.10%Share
31Round Rock Advisors LLC41,081$1.1M0.17%Share
32Persistent Asset Partners Ltd37,659$1.0M0.45%Share
33RENAISSANCE TECHNOLOGIES LLC40,800$1.0M0.00%Share
34Brevan Howard Capital Management LP68,205$1.0M0.01%Share
35MARSHALL WACE, LLP45,353$1.0M0.00%Share
36WELLINGTON MANAGEMENT GROUP LLP53,887$1.0M0.00%Share
37SEI INVESTMENTS CO48,461$1.0M0.00%Share
38NORTHERN TRUST CORP54,177$1.0M0.00%Share
39SummerHaven Investment Management, LLC35,552$953K0.54%Share
40Trexquant Investment LP21,845$585K0.01%Share
41STRS OHIO21,600$579K0.00%Share
42Permanent Capital Management, LP21,000$563K0.11%Share
43ELCO Management Co., LLC14,746$395K0.25%Share
44R Squared Ltd7,743$207K0.10%Share
45UBS Group AG5,321$142K0.00%Share
46VANGUARD GROUP INC2,689$72K0.00%Share
47First Western Trust Bank2,241$60K0.00%Share
48CWM, LLC687$18K0.00%Share
49State of Alaska, Department of Revenue476$12K0.00%Share
50HARBOR CAPITAL ADVISORS, INC.123$3K0.00%Share