Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

First Western Financial Inc

CIK 0001327607MYFW· quarter ending 2026-06-30

Shares outstanding

9,765,129

as of 2026-07-29 · 10-Q cover page, filed 2026-07-31

Held by 13F filers

6,724,238

68.9% of shares outstanding

Holders

103

+8 vs 2026-03-31 · 14 new, 6 exited

Value

$214.6M

shares +1.4% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-07-31, as of 2026-07-29)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	MYFW · NASDAQ	9,765,129	6,724,238	68.9%	103	33751L105

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	33751L105	COM	103	6,724,238	9,765,129	68.9%	$214.6M	—	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (103 of 103 · 33751L105)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	WELLINGTON MANAGEMENT GROUP LLP	747,096	7.65%	$24.0M	+226,767 (+43.6%)
2	North Reef Capital Management LP	742,630	7.60%	$23.8M	+26,021 (+3.6%)
3	BlackRock, Inc.	542,706	5.56%	$17.4M	+46,345 (+9.3%)
4	VANGUARD CAPITAL MANAGEMENT LLC	353,519	3.62%	$11.4M	-310 (-0.1%)
5	BANC FUNDS CO LLC	342,404	3.51%	$11.0M	-6,000 (-1.7%)
6	DIMENSIONAL FUND ADVISORS LP	285,909	2.93%	$9.2M	+24,175 (+9.2%)
7	ALGEBRIS (UK) LTD	259,090	2.65%	$8.3M	-84,959 (-24.7%)
8	MENDON CAPITAL ADVISORS CORP	215,815	2.21%	$6.9M	-37,521 (-14.8%)
9	GEODE CAPITAL MANAGEMENT, LLC	201,866	2.07%	$6.5M	+22,824 (+12.7%)
10	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	195,000	2.00%	$6.3M	-53,195 (-21.4%)
11	Curi Capital, LLC	190,422	1.95%	$6.1M	-6,634 (-3.4%)
12	Tieton Capital Management, LLC	187,274	1.92%	$6.0M	-2,820 (-1.5%)
13	ALLIANCEBERNSTEIN L.P.	176,866	1.81%	$4.3M	-30,063 (-14.5%)
14	Diamond Hill Capital Management, LLC (Investment Advisor)	170,824	1.75%	$5.5M	+10,992 (+6.9%)
15	JACOBS ASSET MANAGEMENT, LLC	140,000	1.43%	$4.5M	-117,819 (-45.7%)
16	STATE STREET CORP	139,551	1.43%	$4.5M	+10,232 (+7.9%)
17	ACADIAN ASSET MANAGEMENT LLC	134,662	1.38%	$4.3M	+30,984 (+29.9%)
18	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	123,858	1.27%	$4.0M	-7,300 (-5.6%)
19	First Western Trust Bank	92,241	0.94%	$3.0M	-5,990 (-6.1%)
20	BRIDGEWAY CAPITAL MANAGEMENT, LLC	80,940	0.83%	$2.6M	-2,910 (-3.5%)
21	Brevan Howard Capital Management LP	75,000	0.77%	$2.4M	-25,000 (-25.0%)
22	NORTHERN TRUST CORP	66,764	0.68%	$2.1M	+8,813 (+15.2%)
23	VANGUARD PORTFOLIO MANAGEMENT LLC	58,368	0.60%	$1.9M	+9,850 (+20.3%)
24	RENAISSANCE TECHNOLOGIES LLC	57,358	0.59%	$1.8M	+39,258 (+216.9%)
25	Qube Research & Technologies Ltd	56,618	0.58%	$1.8M	NEW
26	Rosenthal \| Henry Capital Advisors, Inc.	55,113	0.56%	$1.8M	—
27	VANGUARD FIDUCIARY TRUST CO	52,486	0.54%	$1.7M	+1,356 (+2.7%)
28	Cherry Creek Investment Advisors, Inc.	51,939	0.53%	$1.7M	—
29	SEI INVESTMENTS CO	49,449	0.51%	$1.6M	-49,280 (-49.9%)
30	Round Rock Advisors LLC	47,431	0.49%	$1.5M	—
31	Sippican Capital Advisors	46,475	0.48%	$1.5M	—
32	Biltmore Family Office, LLC	45,316	0.46%	$1.5M	—
33	GOLDMAN SACHS GROUP INC	37,507	0.38%	$1.2M	+3,736 (+11.1%)
34	Trexquant Investment LP	34,218	0.35%	$1.1M	+22,856 (+201.2%)
35	Empowered Funds, LLC	33,558	0.34%	$1.1M	-2,910 (-8.0%)
36	BOOTHBAY FUND MANAGEMENT, LLC	32,935	0.34%	$1.1M	-80,058 (-70.9%)
37	UBS Group AG	31,688	0.32%	$1.0M	+2,828 (+9.8%)
38	SummerHaven Investment Management, LLC	31,385	0.32%	$1.0M	—
39	FIRST TRUST ADVISORS LP	28,985	0.30%	$931K	+1,073 (+3.8%)
40	AQR CAPITAL MANAGEMENT LLC	28,494	0.29%	$915K	+14,433 (+102.6%)
41	CM WEALTH ADVISORS LLC	26,002	0.27%	$835K	NEW
42	MORGAN STANLEY	25,484	0.26%	$818K	-1,919 (-7.0%)
43	RAYMOND JAMES FINANCIAL INC	25,000	0.26%	$803K	—
44	Nuveen, LLC	24,272	0.25%	$779K	—
45	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	23,943	0.25%	$769K	+3,243 (+15.7%)
46	Lido Advisors, LLC	23,080	0.24%	$741K	+10,001 (+76.5%)
47	Bank of New York Mellon Corp	22,906	0.23%	$736K	+3,748 (+19.6%)
48	TWO SIGMA INVESTMENTS, LP	22,743	0.23%	$730K	+10,907 (+92.2%)
49	STRS OHIO	21,600	0.22%	$694K	—
50	AMERICAN CENTURY COMPANIES INC	18,921	0.19%	$608K	+4,843 (+34.4%)
51	AMERIPRISE FINANCIAL INC	17,629	0.18%	$566K	-1,371 (-7.2%)
52	PMC FIG Opportunities LLC	17,065	0.17%	$548K	-70,422 (-80.5%)
53	MARSHALL WACE, LLP	16,305	0.17%	$524K	NEW
54	STATE OF WISCONSIN INVESTMENT BOARD	15,916	0.16%	$511K	NEW
55	Quadrature Capital Ltd	13,396	0.14%	$430K	NEW
56	JACOBS LEVY EQUITY MANAGEMENT, INC	12,833	0.13%	$412K	NEW
57	ELCO Management Co., LLC	11,388	0.12%	$366K	-3,358 (-22.8%)
58	BANK OF AMERICA CORP /DE/	11,326	0.12%	$364K	-727 (-6.0%)
59	RHUMBLINE ADVISERS	10,808	0.11%	$347K	+778 (+7.8%)
60	OCCUDO QUANTITATIVE STRATEGIES LP	10,515	0.11%	$338K	NEW
61	BARCLAYS PLC	10,255	0.11%	$329K	-437 (-4.1%)
62	Concurrent Investment Advisors, LLC	9,373	0.10%	$301K	—
63	XTX Topco Ltd	8,676	0.09%	$279K	NEW
64	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	8,423	0.09%	$270K	—
65	WELLS FARGO & COMPANY/MN	8,330	0.09%	$267K	+4,194 (+101.4%)
66	DEUTSCHE BANK AG\	8,036	0.08%	$258K	+838 (+11.6%)
67	Cambridge Investment Research Advisors, Inc.	7,167	0.07%	$230K	NEW
68	PRICE T ROWE ASSOCIATES INC /MD/	7,132	0.07%	$230K	NEW
69	MetLife Investment Management, LLC	4,620	0.05%	$148K	—
70	NEW YORK STATE COMMON RETIREMENT FUND	4,268	0.04%	$137K	+3,200 (+299.6%)
71	Russell Investments Group, Ltd.	4,111	0.04%	$132K	+3,270 (+388.8%)
72	CITIGROUP INC	4,010	0.04%	$129K	+3,608 (+897.5%)
73	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	4,002	0.04%	$129K	+71 (+1.8%)
74	JPMORGAN CHASE & CO	3,687	0.04%	$119K	+322 (+9.6%)
75	FMR LLC	2,956	0.03%	$95K	-22 (-0.7%)
76	Police & Firemen's Retirement System of New Jersey	2,794	0.03%	$90K	—
77	Vanguard Global Advisers, LLC	2,689	0.03%	$86K	—
78	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	2,580	0.03%	$83K	NEW
79	BNP PARIBAS FINANCIAL MARKETS	1,299	0.01%	$42K	-452 (-25.8%)
80	Tower Research Capital LLC (TRC)	1,067	0.01%	$34K	-99 (-8.5%)
81	Legal & General Group Plc	910	0.01%	$29K	+159 (+21.2%)
82	State of Alaska, Department of Revenue	696	0.01%	$22K	—
83	Ameritas Investment Partners, Inc.	592	0.01%	$19K	—
84	ROYAL BANK OF CANADA	445	0.00%	$15K	+356 (+400.0%)
85	Arax Advisory Partners	197	0.00%	$6K	NEW
86	Sterling Capital Management LLC	175	0.00%	$6K	-22 (-11.2%)
87	HARBOR CAPITAL ADVISORS, INC.	163	0.00%	$5K	—
88	Quarry LP	149	0.00%	$5K	NEW
89	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	116	0.00%	$4K	-332 (-74.1%)
90	GAMMA Investing LLC	111	0.00%	$4K	—
91	Allworth Financial LP	83	0.00%	$3K	+66 (+388.2%)
92	EverSource Wealth Advisors, LLC	63	0.00%	$2K	+13 (+26.0%)
93	IFP Advisors, Inc	46	0.00%	$1K	+37 (+411.1%)
94	Essential Partners LLC	27	0.00%	$867	-133 (-83.1%)
95	PNC Financial Services Group, Inc.	20	0.00%	$642	—
96	ROTHSCHILD INVESTMENT LLC	18	0.00%	$578	+15 (+500.0%)
97	Farther Finance Advisors, LLC	16	0.00%	$514	+10 (+166.7%)
98	Versant Capital Management, Inc	12	0.00%	$385	—
99	NISA INVESTMENT ADVISORS, LLC	10	0.00%	$321	—
100	Basecamp Wealth Advisors LLC	8	0.00%	$257	+3 (+60.0%)
101	True Wealth Design, LLC	7	0.00%	$225	-2 (-22.2%)
102	Optiver Holding B.V.	6	0.00%	$193	-72 (-92.3%)
103	SJS Investment Consulting Inc.	1	0.00%	$33	NEW

Exited since 2026-03-31 (6 filers; largest 6 shown)

Persistent Asset Partners Ltd	−34,520
LOS ANGELES CAPITAL MANAGEMENT LLC	−6,754
CWM, LLC	−719
MAI Capital Management	−5
Root Financial Partners, LLC	−4
Sunbelt Securities, Inc.	−1

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Wellington Group Holdings LLP	SCHEDULE 13G/A	2026-08-13	2026-06-30	747,096	7.7%
Wellington Investment Advisors Holdings LLP	SCHEDULE 13G/A	2026-08-13	2026-06-30	747,096	7.7%
Wellington Management Company LLP	SCHEDULE 13G/A	2026-08-13	2026-06-30	747,096	6.9%
Wellington Management Group LLP	SCHEDULE 13G/A	2026-08-13	2026-06-30	747,096	7.7%
Banc Fund IX L.P.	SCHEDULE 13G/A	2026-02-17	2025-12-31	0	0%
BANC FUNDS CO LLC	SCHEDULE 13G/A	2026-02-17	2025-12-31	0	0%
Banc Fund X L.P.	SCHEDULE 13G/A	2026-02-17	2025-12-31	346,090	3.4%
James H. Hanna, III	SCHEDULE 13G/A	2026-02-17	2025-12-31	685,954	7.06%
North Reef Capital Management GP LLC	SCHEDULE 13G/A	2026-02-17	2025-12-31	685,954	7.06%
North Reef Capital Management LP	SCHEDULE 13G/A	2026-02-17	2025-12-31	685,944	7.06%
TBFC Financial Technologies Fund L.P.	SCHEDULE 13G/A	2026-02-17	2025-12-31	0	0%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.