Who Owns FIRST WESTERN FI (MYFW)? -- Institutional Holders (2026-06-30)

105 institutions reported holding $215.3M of FIRST WESTERN FI (MYFW) in SEC 13F filings for 2026-06-30. Largest institutional holders: WELLINGTON MANAGEMENT GROUP LLP ($24.0M), North Reef Capital Management LP ($23.8M), BlackRock, Inc. ($17.4M), VANGUARD GROUP INC ($15.0M), BANC FUNDS CO LLC ($11.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1WELLINGTON MANAGEMENT GROUP LLP$24.0M747,096Added
2North Reef Capital Management LP$23.8M742,630Added
3BlackRock, Inc.$17.4M542,706Added
4VANGUARD GROUP INC$15.0M467,062Added
5BANC FUNDS CO LLC$11.0M342,404Trimmed
6DIMENSIONAL FUND ADVISORS LP$9.2M285,909Added
7ALGEBRIS (UK) LTD$8.3M259,090Trimmed
8MENDON CAPITAL ADVISORS CORP$6.9M215,815Trimmed
9GEODE CAPITAL MANAGEMENT, LLC$6.5M201,866Added
10PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$6.3M195,000Trimmed
11Curi Capital, LLC$6.1M190,422Trimmed
12Tieton Capital Management, LLC$6.0M187,274Trimmed
13DIAMOND HILL CAPITAL MANAGEMENT INC$5.5M170,824Added
14JACOBS ASSET MANAGEMENT, LLC$4.5M140,000Trimmed
15STATE STREET CORP$4.5M139,551Added
16ALLIANCEBERNSTEIN L.P.$4.3M176,866Trimmed
17ACADIAN ASSET MANAGEMENT LLC$4.3M134,662Added
18HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$4.0M123,858Trimmed
19First Western Trust Bank$3.0M92,241Trimmed
20BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.6M80,940Trimmed
21Brevan Howard Capital Management LP$2.4M75,000Trimmed
22NORTHERN TRUST CORP$2.1M66,764Added
23RENAISSANCE TECHNOLOGIES LLC$1.8M57,358Added
24Qube Research & Technologies Ltd$1.8M56,618New
25Rosenthal | Henry Capital Advisors, Inc.$1.8M55,113Hold

Source: SEC Form 13F filings · as of 2026-06-30