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First Western Financial Inc (MYFW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares315,773 from 285,909
Change+29,864 (+10%)
Value$9.5M (+$289.6K)
Filed 2026-11-04
Geode Capital Management, LLC
DECREASED
Shares201,175 from 201,866
Change-691 (0%)
Value$6.0M (-$448.7K)
Filed 2026-11-06
Rosenthal | Henry Capital Advisors, Inc.
UNCHANGED
Shares55,113 from 55,113
Change0 (0%)
Value$1.7M (-$116.8K)
Filed 2026-10-27
Cherry Creek Investment Advisors, Inc.
DECREASED
Shares49,939 from 51,939
Change-2,000 (-4%)
Value$1.5M (-$170.1K)
Filed 2026-10-14
Sippican Capital Advisors
UNCHANGED
Shares46,475 from 46,475
Change0 (0%)
Value$1.4M (-$98.5K)
Filed 2026-10-23
Biltmore Family Office, LLC
UNCHANGED
Shares45,316 from 45,316
Change0 (0%)
Value$1.4M (-$96.1K)
Filed 2026-11-03
Strs Ohio
INCREASED
Shares29,300 from 21,600
Change+7,700 (+36%)
Value$878.7K (+$185.1K)
Filed 2026-10-30
Lido Advisors, LLC
DECREASED
Shares23,077 from 23,080
Change-3 (0%)
Value$692.1K (-$49.0K)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares22,913 from 22,906
Change+7 (+0%)
Value$687.2K (-$48.4K)
Filed 2026-11-05
Wavvest Wealth LLC
NEW
Shares16,704
Change+16,704
Value$501.0K
Filed 2026-10-21
Barclays PLC
INCREASED
Shares12,312 from 10,255
Change+2,057 (+20%)
Value$369.2K (+$39.9K)
Filed 2026-11-06
Elco Management Co., LLC
UNCHANGED
Shares11,388 from 11,388
Change0 (0%)
Value$341.5K (-$24.1K)
Filed 2026-10-14
Russell Investments Group, Ltd.
INCREASED
Shares10,741 from 4,111
Change+6,630 (+161%)
Value$322.6K (+$190.6K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
UNCHANGED
Shares9,373 from 9,373
Change0 (0%)
Value$281.1K (-$19.9K)
Filed 2026-10-16
Citigroup Inc
DECREASED
Shares3,488 from 4,010
Change-522 (-13%)
Value$104.6K (-$24.2K)
Filed 2026-11-04
State of Alaska, Department of Revenue
UNCHANGED
Shares696 from 696
Change0 (0%)
Value$20 (-$2)
Filed 2026-10-15
Gamma Investing LLC
INCREASED
Shares203 from 111
Change+92 (+83%)
Value$6.1K (+$2.5K)
Filed 2026-10-08
Sterling Capital Management LLC
DECREASED
Shares171 from 175
Change-4 (-2%)
Value$5.1K (-$491)
Filed 2026-10-22
Harbor Capital Advisors, Inc.
INCREASED
Shares167 from 163
Change+4 (+2%)
Value$5.0K (+$5.0K)
Filed 2026-10-22
Allworth Financial LP
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$2.7K ($0)
Filed 2026-11-06
SJS Investment Consulting Inc.
INCREASED
Shares73 from 1
Change+72 (+7200%)
Value$2.2K (+$2.2K)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
INCREASED
Shares72 from 63
Change+9 (+14%)
Value$2.2K (+$137)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares66 from 16
Change+50 (+313%)
Value$2.0K (+$1.5K)
Filed 2026-10-08
IFP Advisors, Inc
INCREASED
Shares54 from 46
Change+8 (+17%)
Value$1.6K (+$142)
Filed 2026-10-16
Essential Partners LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$810 (-$57)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares20
Change+20
Value$600
Filed 2026-10-21
PNC Financial Services Group, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$600 (-$42)
Filed 2026-11-06
Versant Capital Management, Inc
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$360 (-$25)
Filed 2026-10-02
True Wealth Design, LLC
INCREASED
Shares10 from 7
Change+3 (+43%)
Value$300 (+$75)
Filed 2026-10-13
Nisa Investment Advisors, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$300 (-$21)
Filed 2026-10-20
Clearstead Advisors, LLC
NEW
Shares1
Change+1
Value$30
Filed 2026-11-06
Algebris (UK) LTD
CLOSED
Shares0 from 259,090
Change-259,090 (-100%)
Value$0 (-$8.3M)
Filed 2026-11-06
SummerHaven Investment Management, LLC
CLOSED
Shares0 from 31,385
Change-31,385 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 7,167
Change-7,167 (-100%)
Value$0 (-$230.0K)
Filed 2026-11-02
Wellington Management Group LLP
N/A
Shares— from 747,096
Change-747,096 (-100%)
Value—
North Reef Capital Management LP
N/A
Shares— from 742,630
Change-742,630 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 542,706
Change-542,706 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 353,519
Change-353,519 (-100%)
Value—
Banc Funds Co LLC
N/A
Shares— from 342,404
Change-342,404 (-100%)
Value—
Mendon Capital Advisors Corp
N/A
Shares— from 215,815
Change-215,815 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 195,000
Change-195,000 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 190,422
Change-190,422 (-100%)
Value—
Tieton Capital Management, LLC
N/A
Shares— from 187,274
Change-187,274 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 176,866
Change-176,866 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 170,824
Change-170,824 (-100%)
Value—
Jacobs Asset Management, LLC
N/A
Shares— from 140,000
Change-140,000 (-100%)
Value—
State Street Corp
N/A
Shares— from 139,551
Change-139,551 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 134,662
Change-134,662 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 123,858
Change-123,858 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 92,241
Change-92,241 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 80,940
Change-80,940 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 66,764
Change-66,764 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 58,368
Change-58,368 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 57,358
Change-57,358 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 56,618
Change-56,618 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 52,486
Change-52,486 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 49,449
Change-49,449 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 47,431
Change-47,431 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 37,507
Change-37,507 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 34,218
Change-34,218 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 33,558
Change-33,558 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 32,935
Change-32,935 (-100%)
Value—
UBS Group AG
N/A
Shares— from 31,688
Change-31,688 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 28,985
Change-28,985 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 28,494
Change-28,494 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 26,002
Change-26,002 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 25,484
Change-25,484 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 24,272
Change-24,272 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 23,943
Change-23,943 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 22,743
Change-22,743 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 18,921
Change-18,921 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 17,629
Change-17,629 (-100%)
Value—
PMC FIG Opportunities LLC
N/A
Shares— from 17,065
Change-17,065 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 16,305
Change-16,305 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 15,916
Change-15,916 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 13,396
Change-13,396 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 12,833
Change-12,833 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 11,326
Change-11,326 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 10,808
Change-10,808 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 10,515
Change-10,515 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 8,676
Change-8,676 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 8,423
Change-8,423 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 8,330
Change-8,330 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 8,036
Change-8,036 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 7,132
Change-7,132 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 4,620
Change-4,620 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 4,268
Change-4,268 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 4,002
Change-4,002 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,687
Change-3,687 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,956
Change-2,956 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 2,794
Change-2,794 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 2,689
Change-2,689 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 2,580
Change-2,580 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,299
Change-1,299 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 910
Change-910 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 592
Change-592 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 445
Change-445 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 197
Change-197 (-100%)
Value—
Quarry LP
N/A
Shares— from 149
Change-149 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 116
Change-116 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED315,773285,909+29,864+10%$9.2M$9.5M+$289.6K2026-11-04
Geode Capital Management, LLC
DECREASED201,175201,866-6910%$6.5M$6.0M-$448.7K2026-11-06
Rosenthal | Henry Capital Advisors, Inc.
UNCHANGED55,11355,11300%$1.8M$1.7M-$116.8K2026-10-27
Cherry Creek Investment Advisors, Inc.
DECREASED49,93951,939-2,000-4%$1.7M$1.5M-$170.1K2026-10-14
Sippican Capital Advisors
UNCHANGED46,47546,47500%$1.5M$1.4M-$98.5K2026-10-23
Biltmore Family Office, LLC
UNCHANGED45,31645,31600%$1.5M$1.4M-$96.1K2026-11-03
Strs Ohio
INCREASED29,30021,600+7,700+36%$693.6K$878.7K+$185.1K2026-10-30
Lido Advisors, LLC
DECREASED23,07723,080-30%$741.1K$692.1K-$49.0K2026-11-04
Bank of New York Mellon Corp
INCREASED22,91322,906+7+0%$735.5K$687.2K-$48.4K2026-11-05
Wavvest Wealth LLC
NEW16,704—+16,704——$501.0K—2026-10-21
Barclays PLC
INCREASED12,31210,255+2,057+20%$329.3K$369.2K+$39.9K2026-11-06
Elco Management Co., LLC
UNCHANGED11,38811,38800%$365.7K$341.5K-$24.1K2026-10-14
Russell Investments Group, Ltd.
INCREASED10,7414,111+6,630+161%$132.0K$322.6K+$190.6K2026-11-06
Concurrent Investment Advisors, LLC
UNCHANGED9,3739,37300%$301.0K$281.1K-$19.9K2026-10-16
Citigroup Inc
DECREASED3,4884,010-522-13%$128.8K$104.6K-$24.2K2026-11-04
State of Alaska, Department of Revenue
UNCHANGED69669600%$22$20-$22026-10-15
Gamma Investing LLC
INCREASED203111+92+83%$3.6K$6.1K+$2.5K2026-10-08
Sterling Capital Management LLC
DECREASED171175-4-2%$5.6K$5.1K-$4912026-10-22
Harbor Capital Advisors, Inc.
INCREASED167163+4+2%$5$5.0K+$5.0K2026-10-22
Allworth Financial LP
UNCHANGED838300%$2.7K$2.7K$02026-11-06
SJS Investment Consulting Inc.
INCREASED731+72+7200%$33$2.2K+$2.2K2026-10-26
EverSource Wealth Advisors, LLC
INCREASED7263+9+14%$2.0K$2.2K+$1372026-11-04
Farther Finance Advisors, LLC
INCREASED6616+50+313%$514$2.0K+$1.5K2026-10-08
IFP Advisors, Inc
INCREASED5446+8+17%$1.5K$1.6K+$1422026-10-16
Essential Partners LLC
UNCHANGED272700%$867$810-$572026-10-14
Root Financial Partners, LLC
NEW20—+20——$600—2026-10-21
PNC Financial Services Group, Inc.
UNCHANGED202000%$642$600-$422026-11-06
Versant Capital Management, Inc
UNCHANGED121200%$385$360-$252026-10-02
True Wealth Design, LLC
INCREASED107+3+43%$225$300+$752026-10-13
Nisa Investment Advisors, LLC
UNCHANGED101000%$321$300-$212026-10-20
Clearstead Advisors, LLC
NEW1—+1——$30—2026-11-06
Algebris (UK) LTD
CLOSED0259,090-259,090-100%$8.3M$0-$8.3M2026-11-06
SummerHaven Investment Management, LLC
CLOSED031,385-31,385-100%$1.0M$0-$1.0M2026-10-19
Cambridge Investment Research Advisors, Inc.
CLOSED07,167-7,167-100%$230.0K$0-$230.0K2026-11-02
Wellington Management Group LLP
N/A—747,096-747,096-100%$24.0M———
North Reef Capital Management LP
N/A—742,630-742,630-100%$23.8M———
BlackRock, Inc.
N/A—542,706-542,706-100%$17.4M———
Vanguard Capital Management LLC
N/A—353,519-353,519-100%$11.4M———
Banc Funds Co LLC
N/A—342,404-342,404-100%$11.0M———
Mendon Capital Advisors Corp
N/A—215,815-215,815-100%$6.9M———
Punch & Associates Investment Management, Inc.
N/A—195,000-195,000-100%$6.3M———
Curi Capital, LLC
N/A—190,422-190,422-100%$6.1M———
Tieton Capital Management, LLC
N/A—187,274-187,274-100%$6.0M———
Alliancebernstein L.P.
N/A—176,866-176,866-100%$4.3M———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—170,824-170,824-100%$5.5M———
Jacobs Asset Management, LLC
N/A—140,000-140,000-100%$4.5M———
State Street Corp
N/A—139,551-139,551-100%$4.5M———
Acadian Asset Management LLC
N/A—134,662-134,662-100%$4.3M———
Hotchkis & Wiley Capital Management LLC
N/A—123,858-123,858-100%$4.0M———
First Western Trust Bank
N/A—92,241-92,241-100%$3.0M———
Bridgeway Capital Management, LLC
N/A—80,940-80,940-100%$2.6M———
Brevan Howard Capital Management LP
N/A—75,000-75,000-100%$2.4M———
Northern Trust Corp
N/A—66,764-66,764-100%$2.1M———
Vanguard Portfolio Management LLC
N/A—58,368-58,368-100%$1.9M———
Renaissance Technologies LLC
N/A—57,358-57,358-100%$1.8M———
Qube Research & Technologies Ltd
N/A—56,618-56,618-100%$1.8M———
Vanguard Fiduciary Trust Co
N/A—52,486-52,486-100%$1.7M———
SEI Investments Co
N/A—49,449-49,449-100%$1.6M———
Round Rock Advisors LLC
N/A—47,431-47,431-100%$1.5M———
Goldman Sachs Group Inc
N/A—37,507-37,507-100%$1.2M———
Trexquant Investment LP
N/A—34,218-34,218-100%$1.1M———
Empowered Funds, LLC
N/A—33,558-33,558-100%$1.1M———
Boothbay Fund Management, LLC
N/A—32,935-32,935-100%$1.1M———
UBS Group AG
N/A—31,688-31,688-100%$1.0M———
First Trust Advisors LP
N/A—28,985-28,985-100%$930.7K———
AQR Capital Management LLC
N/A—28,494-28,494-100%$914.9K———
CM Wealth Advisors LLC
N/A—26,002-26,002-100%$834.9K———
Morgan Stanley
N/A—25,484-25,484-100%$818.3K———
Raymond James Financial Inc
N/A—25,000-25,000-100%$802.8K———
Nuveen, LLC
N/A—24,272-24,272-100%$779.4K———
Charles Schwab Investment Management Inc
N/A—23,943-23,943-100%$768.8K———
Two Sigma Investments, LP
N/A—22,743-22,743-100%$730.3K———
American Century Companies Inc
N/A—18,921-18,921-100%$607.6K———
Ameriprise Financial Inc
N/A—17,629-17,629-100%$566.1K———
PMC FIG Opportunities LLC
N/A—17,065-17,065-100%$548.0K———
Marshall Wace, LLP
N/A—16,305-16,305-100%$523.6K———
State of Wisconsin Investment Board
N/A—15,916-15,916-100%$511.1K———
Quadrature Capital Ltd
N/A—13,396-13,396-100%$430.1K———
Jacobs Levy Equity Management, Inc
N/A—12,833-12,833-100%$412.1K———
Bank of America Corp
N/A—11,326-11,326-100%$363.7K———
Rhumbline Advisers
N/A—10,808-10,808-100%$347.0K———
Occudo Quantitative Strategies LP
N/A—10,515-10,515-100%$337.6K———
XTX Topco Ltd
N/A—8,676-8,676-100%$278.6K———
Arrowstreet Capital, Limited Partnership
N/A—8,423-8,423-100%$270.5K———
Wells Fargo & Company
N/A—8,330-8,330-100%$267.5K———
Deutsche Bank Ag\
N/A—8,036-8,036-100%$258.0K———
Price T Rowe Associates Inc
N/A—7,132-7,132-100%$230.0K———
MetLife Investment Management, LLC
N/A—4,620-4,620-100%$148.3K———
New York State Common Retirement Fund
N/A—4,268-4,268-100%$137.0K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—4,002-4,002-100%$128.5K———
JPMorgan Chase & Co
N/A—3,687-3,687-100%$118.6K———
FMR LLC
N/A—2,956-2,956-100%$94.9K———
Police & Firemen's Retirement System of New Jersey
N/A—2,794-2,794-100%$89.7K———
Vanguard Global Advisers, LLC
N/A—2,689-2,689-100%$86.3K———
Public Employees Retirement System of Ohio
N/A—2,580-2,580-100%$82.8K———
BNP Paribas Financial Markets
N/A—1,299-1,299-100%$41.7K———
Tower Research Capital LLC (TRC)
N/A—1,067-1,067-100%$34.3K———
Legal & General Group Plc
N/A—910-910-100%$29.2K———
Ameritas Investment Partners, Inc.
N/A—592-592-100%$19.0K———
Royal Bank of Canada
N/A—445-445-100%$15.0K———
Arax Advisory Partners
N/A—197-197-100%$6.3K———
Quarry LP
N/A—149-149-100%$4.8K———
California State Teachers Retirement System
N/A—116-116-100%$3.7K———
Rothschild Investment LLC
N/A—18-18-100%$578———
Basecamp Wealth Advisors LLC
N/A—8-8-100%$257———
Optiver Holding B.V.
N/A—6-6-100%$193———
Showing 106 of 106 institutions