First Western Financial Ownership | Who Owns First Western Financial?
First Western Financial Ownership Summary
First Western Financial is owned by 14.87% institutional investors, 15.30% insiders, and 69.83% retail investors. North reef capital management lp is the largest institutional shareholder, holding 6.36% of MYFW shares. Algebris Financial Equity BM EUR Acc is the top mutual fund, with 3.50% of its assets in First Western Financial shares.
MYFW Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | First Western Financial | 14.87% | 15.30% | 69.83% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Regional Banks Stocks | 31.75% | 12.70% | 55.55% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| North reef capital management lp | 617.82K | 6.36% | $14.23M |
| Blackrock | 509.51K | 5.30% | $8.66M |
| Blackrock funding, inc. /de | 503.79K | 5.22% | $13.51M |
| Vanguard group | 455.60K | 4.72% | $12.21M |
| Banc funds | 346.09K | 3.58% | $9.28M |
| Algebris (uk) | 340.81K | 3.53% | $9.14M |
| Jacobs asset management | 314.96K | 3.24% | $7.25M |
| Punch & associates investment management | 311.50K | 3.21% | $7.17M |
| Dimensional fund advisors lp | 255.29K | 2.64% | $6.84M |
| Mendon capital advisors | 253.34K | 2.61% | $5.83M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Pmc fig opportunities | 120.11K | 4.17% | $2.77M |
| Jacobs asset management | 314.96K | 3.97% | $7.25M |
| Mendon capital advisors | 253.34K | 2.24% | $5.83M |
| Banc funds | 346.09K | 1.84% | $9.28M |
| Tieton capital management | 183.61K | 1.68% | $4.92M |
| John w. rosenthal capital management | 55.11K | 1.37% | $1.48M |
| Sippican capital advisors | 47.83K | 0.82% | $1.28M |
| Algebris (uk) | 340.81K | 0.72% | $9.14M |
| North reef capital management lp | 617.82K | 0.67% | $14.23M |
| Persistent asset partners | 38.61K | 0.61% | $888.93K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hotchkis & wiley capital management | 130.80K | 0.01% | 130.80K |
| Wellington management group llp | 110.72K | 0.00% | 110.72K |
| Northwestern mutual wealth management | 76.05K | 0.00% | 75.84K |
| North reef capital management lp | 617.82K | 0.67% | 72.10K |
| Boothbay fund management | 156.28K | 0.05% | 57.56K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wasatch advisors lp | - | - | -250.68K |
| Strategic value bank partners | - | - | -249.23K |
| Basswood capital management | - | - | -183.11K |
| Alliancebernstein | 199.48K | 0.00% | -157.98K |
| Kennedy capital management | - | - | -131.15K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Hotchkis & wiley capital management | 130.80K | 0.01% | 130.80K | $3.01M |
| Wellington management group llp | 110.72K | 0.00% | 110.72K | $2.55M |
| Sei investments | 48.46K | 0.00% | 48.46K | $1.30M |
| Levin capital strategies | 43.43K | 0.10% | 43.43K | $1.16M |
| Two sigma investments, lp | 38.97K | 0.00% | 38.97K | $897.19K |
Sold Out
| Holder | Change |
|---|---|
| Covestor | -24.00 |
| Federated hermes | -31.00 |
| Capital performance advisors llp | -73.00 |
| Point72 (difc) | -80.00 |
| Srs capital advisors | -122.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 28 | -69.23% | 1,435,235 | -77.22% | 14 | 0.35% | 11 | -76.60% | 5 | -82.14% |
| Sep 30, 2025 | 31 | -61.73% | 1,293,885 | -78.45% | 13 | 0.35% | 12 | -75.51% | 8 | -55.56% |
| Jun 30, 2025 | 81 | 14.08% | 6,003,491 | 3.26% | 61 | 1.72% | 49 | 63.33% | 18 | -25.00% |
| Mar 31, 2025 | 70 | 6.06% | 5,789,225 | -1.29% | 59 | 1.61% | 30 | -23.08% | 23 | 91.67% |
| Dec 31, 2024 | 62 | -11.43% | 5,071,636 | -9.23% | 52 | 1.57% | 36 | -10.00% | 11 | -35.29% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Algebris Financial Equity BM EUR Acc | 340.78K | 3.50% | -22.36K |
| Vanguard Total Stock Mkt Idx Inv | 259.43K | 2.67% | - |
| Vanguard US Total Market Shares ETF | 241.64K | 2.49% | - |
| iShares Russell 2000 ETF | 203.05K | 2.09% | 37.06K |
| RMB Mendon Financial Services A | 196.66K | 2.02% | 196.66K |
| Tieton Small Cap Value | 183.61K | 1.89% | 1.74K |
| Wasatch Micro Cap Value | 114.00K | 1.17% | -31.00K |
| Wasatch Micro Cap Value Composite | 114.00K | 1.17% | - |
| Kennedy Extended Small Cap | 92.17K | 0.95% | -5.29K |
| Vanguard Institutional Extnd Mkt Idx Tr | 85.25K | 0.88% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 26, 2026 | Mitchell Scott C | - | Sell | $14.25K |
| Jan 26, 2026 | Mitchell Scott C | - | Sell | $5.56K |
| Jan 26, 2026 | Mitchell Scott C | - | Sell | $47.43K |
| Jan 26, 2026 | Mitchell Scott C | - | Sell | $2.47K |
| Jan 26, 2026 | Mitchell Scott C | - | Sell | $2.48K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 14 |
| 2025 Q4 | - | 5 |
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | 3 |
| 2025 Q1 | - | - |
MYFW Ownership FAQ
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