47% buyers of institutions opening or closing positions this quarter
1 more exits than new buyers, ownership fell 7.01 percentage points vs the prior quarter, and no widely-followed fund managers in the top 25.
47% buyers of institutions opening or closing positions this quarter
53.3% institutional ownership
JACOBS ASSET MANAGEMENT, portfolio allocation
Institutional ownership vs Banks - Regional peers
No Form 4 insider transactions on file
Latest positioning in MYFW across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in MYFW held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | North Reef Capital Management LP | 717K | $17.6M | +4.5% | 7.361% | 0.61% |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | 520K | $12.8M | +114.4% | 5.345% | 0.00% |
| 3 | BlackRock, Inc. | 496K | $12.2M | -1.5% | 5.099% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 354K | $8.7M | — | 3.635% | 0.00% |
| 5 | BANC FUNDS CO LLC | 348K | $8.6M | +0.7% | 3.579% | 1.59% |
| 6 | Algebris (UK) Ltd | 344K | $8.4M | +0.9% | 3.534% | 0.61% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 262K | $6.4M | +2.5% | 2.689% | 0.00% |
| 8 | JACOBS ASSET MANAGEMENT, LLC | 258K | $6.3M | -3.7% | 2.648% | 3.79% |
| 9 | MENDON CAPITAL ADVISORS CORP | 253K | $6.2M | 0.0% | 2.602% | 2.41% |
| 10 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 248K | $6.1M | -8.4% | 2.550% | 0.35% |
| 11 | ALLIANCEBERNSTEIN L.P. | 207K | $5.5M | +1.4% | 2.126% | 0.00% |
| 12 | RMB Capital Management, LLC | 197K | $4.8M | 0.0% | 2.024% | 0.09% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 179K | $4.4M | -0.7% | 1.839% | 0.00% |
| 14 | DIAMOND HILL CAPITAL MANAGEMENT INC | 160K | $3.9M | +0.8% | 1.642% | 0.02% |
| 15 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 131K | $3.2M | +0.3% | 1.347% | 0.01% |
| 16 | STATE STREET CORP | 129K | $3.2M | +0.7% | 1.328% | 0.00% |
| 17 | BOOTHBAY FUND MANAGEMENT, LLC | 113K | $2.8M | -27.2% | 1.161% | 0.04% |
| 18 | Brevan Howard Capital Management LP | 100K | $2.5M | +46.6% | 1.027% | 0.02% |
| 19 | SEI INVESTMENTS CO | 99K | $2.4M | +103.7% | 1.014% | 0.00% |
| 20 | First Western Trust Bank | 98K | $2.4M | +7.4% | 1.009% | 0.12% |
| 21 | PMC FIG Opportunities LLC | 87K | $2.2M | -18.4% | 0.899% | 3.31% |
| 22 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 84K | $2.1M | +3.9% | 0.861% | 0.04% |
| 23 | NORTHERN TRUST CORP | 58K | $1.4M | +4.4% | 0.595% | 0.00% |
| 24 | John W. Rosenthal Capital Management, Inc. | 55K | $1.4M | 0.0% | 0.566% | 1.33% |
| 25 | Cherry Creek Investment Advisors, Inc. | 52K | $1.3M | 0.0% | 0.534% | 0.55% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MYFW — a direct measure of their conviction.
Filings activity in MYFW during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new MYFW position in Q1 2026
Institutions that fully closed their MYFW position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 91 | 1.1% | 53.31% | 7.01 pp | $155M | 8.0% |
| Q4 2025 | 92 | +5.7% | 60.32% | +10.75 pp | $168M | +22% |
| Q3 2025 | 87 | +7.4% | 49.57% | +3.99 pp | $138M | +8.7% |
| Q2 2025 | 81 | +16% | 45.58% | +8.18 pp | $127M | +17% |
| Q1 2025 | 70 | +9.4% | 37.40% | 1.77 pp | $109M | 0.6% |
| Q4 2024 | 64 | 8.6% | 39.17% | +0.53 pp | $109M | +1.4% |
| Q3 2024 | 70 | +9.4% | 38.64% | +6.25 pp | $108M | +19% |
| Q2 2024 | 64 | — | 32.39% | — | $90M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for MYFW.
Quick answers to the most common questions about buying MYFW stock.
Based on Q1 2026 13F filings, institutional ownership of First Western Financial, Inc. stands at 53.3%, held across 91 reporting institutions.
North Reef Capital Management LP is the largest reported institutional holder of MYFW, with approximately 716,609 shares worth $0.02B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of MYFW.
Our composite Smart Money Score for MYFW is 22 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
8 institutions opened new positions in MYFW during Q1 2026, while 9 fully exited. 20 added to existing positions and 63 trimmed.
MYFW institutional ownership fell by 7.01 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 60.3% of all reported 13F value in MYFW, and the top 25 account for 88.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.