First Western Financial Inc (MYFW) Ownership

27.10 ↑0.00 (0.00%)
As of Market Close on July 1st, 2022.

Institutional Ownership

Banc Funds Co LLC is the biggest individual institutional holder of First Western Financial Inc (MYFW), owning a total of 710 thousand shares. Combined, the top 104 institutional holders of MYFW own 208.24% of the company with a total of 17.8 million shares.

In the latest ownership report, the top 104 institutional holders have increased their combined ownership of MYFW by 1.3 million shares, a 6.60% increase from the quarter prior.

Institution Ownership Chart

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Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Banc Funds Co LLC8.838%4.535%709,91730,8002021-09-30
Banc Funds Co LLC8.494%3.824%679,11725,0102021-06-30
Banc Funds Co LLC8.182%0.538%654,1073,5002021-03-31
Banc Funds Co LLC7.850%4.200%740,25329,8362022-03-31
Banc Funds Co LLC7.542%0.070%710,4175002021-12-31
Kennedy Capital Management Inc6.000%-8.345%479,674-43,6732021-03-31
Basswood Capital Management LLC5.536%4.817%522,04223,9892022-03-31
Basswood Capital Management LLC5.288%30.329%498,053115,9032021-12-31
Kennedy Capital Management Inc5.013%-16.435%400,842-78,8322021-06-30
Basswood Capital Management LLC4.758%65.619%382,150151,4102021-09-30
Kennedy Capital Management Inc4.718%-5.454%378,982-21,8602021-09-30
FJ Capital Management LLC4.619%-5.308%369,300-20,7002021-03-31
FJ Capital Management LLC4.616%-0.081%369,000-3002021-06-30
FJ Capital Management LLC4.594%0.000%369,00002021-09-30
Punch & Associates Inv Mgmt Inc4.224%52.231%337,800115,9002021-06-30
BlackRock Inc4.040%15.756%322,95843,9582021-03-31
FJ Capital Management LLC3.918%0.000%369,00002021-12-31
FJ Capital Management LLC3.916%0.071%369,2632632022-03-31
Elizabeth Park Capital Advisors, Ltd3.910%-1.362%312,596-4,3162021-03-31
Kennedy Capital Management Inc3.883%-3.488%365,765-13,2172021-12-31
Kennedy Capital Management Inc3.500%-9.425%331,293-34,4722022-03-31
Elizabeth Park Capital Advisors, Ltd3.227%-17.459%258,019-54,5772021-06-30
Elizabeth Park Capital Advisors, Ltd3.212%0.000%258,01902021-09-30
Vanguard Group Inc3.155%2.965%253,4597,2982021-09-30
Vanguard Group Inc3.079%7.226%246,16116,5892021-06-30
Basswood Capital Management LLC2.886%174.377%230,740146,6442021-06-30
Vanguard Group Inc2.872%15.624%229,57231,0222021-03-31
Punch & Associates Inv Mgmt Inc2.822%2.163%226,7004,8002021-09-30
Vanguard Group Inc2.820%5.474%266,96913,8552022-03-31
Punch & Associates Inv Mgmt Inc2.776%-13.658%221,900-35,1002021-03-31
Elizabeth Park Capital Advisors, Ltd2.739%0.000%258,01902021-12-31
Elizabeth Park Capital Advisors, Ltd2.736%0.000%258,01902022-03-31
Vanguard Group Inc2.687%-0.136%253,114-3452021-12-31
Punch & Associates Inv Mgmt Inc2.488%3.352%234,3007,6002021-12-31
Punch & Associates Inv Mgmt Inc2.485%0.000%234,30002022-03-31
Tieton Capital Management, LLC2.475%18.994%198,81431,7352021-09-30
Tieton Capital Management, LLC2.090%303.719%167,079125,6942021-06-30
Tieton Capital Management, LLC1.942%-8.013%182,884-15,9302021-12-31
Tieton Capital Management, LLC1.921%-0.949%181,149-1,7352022-03-31
T. Rowe Price Associates, Inc.1.813%104.846%145,00074,2152021-06-30
First Western Trust Bank1.516%0.000%143,487143,4872022-03-31
Franklin Resources Inc1.384%61.600%110,70642,2002021-06-30
Franklin Resources Inc1.378%0.000%110,70602021-09-30
Obermeyer Asset Management Co1.364%18.380%109,56217,0112021-09-30
State Street Corporation1.234%1.042%98,6171,0172021-03-31
Franklin Resources Inc1.175%0.000%110,70602021-12-31
Franklin Resources Inc1.169%0.000%110,70602022-03-31
Obermeyer Asset Management Co1.158%0.000%92,55102021-03-31
Obermeyer Asset Management Co1.158%0.000%92,55102021-06-30
Obermeyer Asset Management Co1.093%-6.005%102,983-6,5792021-12-31
Basswood Capital Management LLC1.052%0.000%84,09684,0962021-03-31
Obermeyer Asset Management Co1.002%-7.925%94,822-8,1612022-03-31
Stifel Financial Corp0.963%11.594%77,0008,0002021-03-31
Stifel Financial Corp0.963%0.000%77,00002021-06-30
Stifel Financial Corp0.959%0.000%77,00002021-09-30
T. Rowe Price Associates, Inc.0.885%0.000%70,78570,7852021-03-31
Millennium Management LLC0.883%0.000%70,60770,6072021-06-30
Franklin Resources Inc0.857%179.286%68,50643,9772021-03-31
Stifel Financial Corp0.818%0.000%77,00002021-12-31
Stifel Financial Corp0.813%0.000%77,00002022-03-31
Millennium Management LLC0.764%64.820%72,28228,4272022-03-31
Northern Trust Corp0.761%-4.588%60,803-2,9242021-03-31
Geode Capital Management, LLC0.688%4.024%54,9912,1272020-12-31
AllianceBernstein L.P.0.688%386.838%65,10051,7282022-03-31
Geode Capital Management, LLC0.680%-1.111%54,380-6112021-06-30
Geode Capital Management, LLC0.679%0.228%54,5041242021-09-30
EAM Investors, LLC0.667%0.000%53,34553,3452021-03-31
Cherry Creek Investment Advisors, Inc.0.650%0.000%51,93951,9392021-06-30
Cherry Creek Investment Advisors, Inc.0.647%0.000%51,93902021-09-30
Mendon Capital Advisors Corp0.594%250.925%55,94140,0002021-12-31
Geode Capital Management, LLC0.592%2.737%55,9961,4922022-03-31
Cherry Creek Investment Advisors, Inc.0.583%5.778%54,9403,0012021-12-31
Cherry Creek Investment Advisors, Inc.0.580%0.000%54,94002022-03-31
Geode Capital Management, LLC0.579%0.000%54,50402021-12-31
Biltmore Family Office, LLC0.564%138.505%45,31626,3162021-09-30
BHZ Capital Management, LP.0.552%4.322%44,3611,8382021-09-30
BHZ Capital Management, LP.0.532%69.131%42,52317,3812021-06-30
Tieton Capital Management, LLC0.518%0.000%41,38541,3852021-03-31
Millennium Management LLC0.512%-41.723%41,148-29,4592021-09-30
RMB Capital Management, LLC0.500%-20.000%40,000-10,0002021-03-31
RMB Capital Management, LLC0.500%0.000%40,00002021-06-30
Bridgeway Capital Management, LLC0.500%0.000%39,95102021-03-31
Dimensional Fund Advisors, Inc.0.494%19.267%46,5877,5262022-03-31
RIVER OAKS CAPITAL LLC0.488%166.404%46,00028,7332021-12-31
RIVER OAKS CAPITAL LLC0.483%-1.089%45,499-5012022-03-31
Biltmore Family Office, LLC0.481%0.000%45,31602021-12-31
Dimensional Fund Advisors, Inc.0.479%18.620%38,4786,0402021-09-30
Biltmore Family Office, LLC0.479%0.000%45,31602022-03-31
BHZ Capital Management, LP.0.470%-0.223%44,262-992021-12-31
Millennium Management LLC0.466%6.579%43,8552,7072021-12-31
Bridgeway Capital Management, LLC0.464%6.641%37,2722,3212021-09-30
Bridgeway Capital Management, LLC0.437%-12.515%34,951-5,0002021-06-30
BlackRock Inc0.430%-89.360%34,364-288,5942021-06-30
Panagora Asset Management Inc0.426%6.637%34,0162,1172021-03-31
Family Management Corporation0.415%0.000%39,32839,3282022-03-31
Dimensional Fund Advisors, Inc.0.415%1.515%39,0615832021-12-31
Bridgeway Capital Management, LLC0.408%3.965%38,6241,4732022-03-31
Dimensional Fund Advisors, Inc.0.406%56.728%32,43811,7412021-06-30
Bridgeway Capital Management, LLC0.394%-0.325%37,151-1212021-12-31
Second Curve Capital LLC0.389%68.751%36,81815,0002021-12-31
Diamond Hill Capital Management Inc0.389%24.999%31,2216,2442021-09-30
Jacobs Levy Equity Management, Inc.0.357%7.086%28,5311,8882021-06-30
Jacobs Levy Equity Management, Inc.0.333%61.914%26,64310,1882021-03-31
Jacobs Levy Equity Management, Inc.0.330%-7.241%26,465-2,0662021-09-30

Mutual Fund Ownership

Kennedy Extended Small Cap is the biggest individual fund holder of First Western Financial Inc (MYFW), owning a total of 245 thousand shares. Combined, the top 167 mutual fund holders of MYFW own 111.33% of the company with a total of 9.6 million shares.

In the latest ownership report, the top 167 mutual funds have increased their combined ownership of MYFW by 475 thousand shares, a 4.71% increase from the quarter prior.

Mutual Funds Chart

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Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Kennedy Extended Small Cap3.068%-3.694%245,296-9,4082021-06-30
Kennedy Extended Small Cap3.031%-1.198%242,358-2,9382021-09-30
Kennedy Extended Small Cap2.560%-1.034%239,852-2,5062021-12-31
Tieton Small Cap Value2.349%12.437%187,85920,7802021-09-30
Kennedy Extended Small Cap2.319%-8.833%218,667-21,1852022-03-31
Tieton Small Cap Value2.090%303.719%167,079125,6942021-06-30
Vanguard Total Stock Mkt Idx Inv2.043%20.875%163,29328,2002021-06-30
Vanguard Total Stock Mkt Idx Inv2.042%0.000%163,29302021-07-31
Vanguard Total Stock Mkt Idx Inv2.042%0.000%163,29302021-08-31
Vanguard Total Stock Mkt Idx Inv2.042%0.077%163,4191262021-09-30
Vanguard Total Stock Mkt Idx Inv2.038%0.000%163,41902021-10-31
Vanguard Total Stock Mkt Idx Inv2.035%0.000%163,41902021-11-30
Tieton Small Cap Value1.952%-2.648%182,884-4,9752021-12-31
Vanguard Total Stock Mkt Idx Inv1.896%9.424%178,81915,4002022-03-31
Vanguard Total Stock Mkt Idx Inv1.896%0.000%178,81902022-04-30
Vanguard Total Stock Mkt Idx Inv1.890%0.069%178,9421232022-05-31
iShares Russell 2000 ETF1.863%1.621%176,3172,8132022-06-29
T. Rowe Price Financial Services1.814%105.975%145,00074,6032021-06-30
Vanguard Total Stock Mkt Idx Inv1.744%0.000%163,41902021-12-31
Vanguard Total Stock Mkt Idx Inv1.735%0.000%163,41902022-01-31
Vanguard Total Stock Mkt Idx Inv1.735%0.000%163,41902022-02-28
Kennedy Micro Cap1.476%0.000%118,024118,0242021-06-30
Kennedy Micro Cap1.448%-1.820%115,876-2,1482021-09-30
Franklin MicroCap Value A1.385%61.600%110,70642,2002021-06-30
Franklin MicroCap Value A1.385%0.000%110,70602021-07-31
Franklin MicroCap Value A1.384%0.000%110,70602021-08-31
Franklin MicroCap Value A1.383%0.000%110,70602021-09-30
Franklin MicroCap Value A1.380%0.000%110,70602021-10-31
Franklin MicroCap Value A1.378%0.000%110,70602021-11-30
Franklin MicroCap Value A1.182%0.000%110,70602021-12-31
Franklin MicroCap Value A1.175%0.000%110,70602022-01-31
Franklin MicroCap Value A1.175%0.000%110,70602022-02-28
Franklin MicroCap Value A1.174%0.000%110,70602022-03-31
Franklin MicroCap Value A1.174%0.000%110,70602022-04-30
Franklin MicroCap Value A1.169%0.000%110,70602022-05-31
Pru Ret Small Cap Value/Kennedy SP1.086%-7.103%86,843-6,6402021-03-31
Pru Ret Small Cap Value/Kennedy SP1.053%-3.043%84,200-2,6432021-06-30
Kennedy Micro Cap1.017%-17.741%95,319-20,5572021-12-31
Vanguard Extended Market Index Investor1.000%10.048%79,9337,2982021-07-31
Vanguard Extended Market Index Investor1.000%0.000%79,93302021-08-31
Vanguard Extended Market Index Investor0.997%-0.158%79,807-1262021-09-30
Vanguard Extended Market Index Investor0.995%0.000%79,80702021-10-31
Vanguard Extended Market Index Investor0.994%0.000%79,80702021-11-30
1919 Financial Services A0.963%0.000%77,00002021-06-30
1919 Financial Services A0.963%0.000%77,00002021-07-31
1919 Financial Services A0.963%0.000%77,00002021-08-31
1919 Financial Services A0.962%0.000%77,00002021-09-30
1919 Financial Services A0.960%0.000%77,00002021-10-31
1919 Financial Services A0.959%0.000%77,00002021-11-30
Pru Ret Small Cap Value/Kennedy SP0.952%-9.166%76,482-7,7182021-09-30
Vanguard Extended Market Index Investor0.909%0.000%72,63502021-06-30
Vanguard Extended Market Index Investor0.870%3.597%82,3202,8582022-05-31
Vanguard Extended Market Index Investor0.848%-0.432%79,462-3452021-12-31
Vanguard Extended Market Index Investor0.844%0.000%79,46202022-01-31
Vanguard Extended Market Index Investor0.844%0.000%79,46202022-02-28
Vanguard Extended Market Index Investor0.843%0.000%79,46202022-03-31
Vanguard Extended Market Index Investor0.843%0.000%79,46202022-04-30
iShares Russell 2000 Value ETF0.822%0.000%77,83802022-06-29
1919 Financial Services A0.822%0.000%77,00002021-12-31
1919 Financial Services A0.818%0.000%77,00002022-01-31
1919 Financial Services A0.818%0.000%77,00002022-02-28
1919 Financial Services A0.817%0.000%77,00002022-03-31
1919 Financial Services A0.817%0.000%77,00002022-04-30
1919 Financial Services A0.813%0.000%77,00002022-05-31
Pru Ret Small Cap Value/Kennedy SP0.790%-2.748%74,380-2,1022021-12-31
Pru Ret Small Cap Value/Kennedy SP0.710%-10.026%66,923-7,4572022-03-31
EAM Ultra Micro Cap0.667%0.000%53,34502021-05-31
Pleiades Small Cap Equity A0.592%22.534%47,4458,7252021-09-30
Kennedy Micro Cap0.567%-43.919%53,456-41,8632022-03-31
Pleiades Small Cap Equity A0.502%4.225%47,3651,9202022-03-31
Fidelity® Small Cap Index0.490%0.000%39,16502021-05-31
Pleiades Small Cap Equity A0.484%47.702%38,72012,5052021-06-30
Pleiades Small Cap Equity A0.483%-4.215%45,445-2,0002021-12-31
Fidelity® Small Cap Index0.482%0.000%38,50402021-01-31
EAM Ultra Micro Cap0.446%0.000%42,25542,2552022-05-31
Bridgeway Ultra-Small Company Market0.421%0.000%33,65102021-03-31
Bridgeway Ultra-Small Company Market0.421%0.000%33,65102021-06-30
Bridgeway Ultra-Small Company Market0.420%0.000%33,65102021-09-30
Fidelity® Extended Market Index0.406%11.401%32,4313,3192021-06-30
Fidelity® Extended Market Index0.406%0.000%32,43102021-07-31
Fidelity® Extended Market Index0.406%0.000%32,43102021-08-31
Fidelity® Extended Market Index0.404%0.000%32,43102021-09-30
Fidelity® Extended Market Index0.404%0.000%32,43102021-10-31
Fidelity® Extended Market Index0.364%0.000%29,11202021-05-31
Fidelity® Extended Market Index0.353%3.422%33,4551,1072022-04-30
Fidelity® Extended Market Index0.345%-0.256%32,348-832021-11-30
Fidelity® Extended Market Index0.343%0.000%32,34802021-12-31
Fidelity® Extended Market Index0.343%0.000%32,34802022-01-31
Fidelity® Extended Market Index0.343%0.000%32,34802022-02-28
Fidelity® Extended Market Index0.343%0.000%32,34802022-03-31
Pleiades Small Cap Equity A0.328%0.000%26,21526,2152021-03-31
BSF Americas Div Eq Abs Ret A2 USD0.321%0.000%30,08030,0802021-10-31
BSF Americas Div Eq Abs Ret A2 USD0.319%0.000%30,08002021-11-30
iShares Core S&P Total US Stock Mkt ETF0.287%-0.908%27,170-2492022-06-29
Kennedy Bank Sector0.260%0.116%20,748242021-06-30
Kennedy Bank Sector0.260%0.000%20,74802021-09-30
USAA Small Cap Stock0.252%0.000%23,71523,7152022-03-31
Bridgeway Ultra-Small Company Market0.234%-34.472%22,051-11,6002021-12-31
Bridgeway Ultra-Small Company Market0.234%0.000%22,05102022-03-31
Kennedy Bank Sector0.221%-0.149%20,717-312021-12-31
iShares Micro-Cap ETF0.203%0.000%16,25602021-06-30
iShares Micro-Cap ETF0.203%0.000%16,25602021-07-30
iShares Micro-Cap ETF0.199%0.000%15,89202021-08-31
iShares Micro-Cap ETF0.198%0.000%15,92302021-11-30
iShares Micro-Cap ETF0.194%0.000%15,54202021-12-29
iShares Micro-Cap ETF0.192%0.000%15,41402021-10-29
iShares Micro-Cap ETF0.190%0.000%15,15302021-09-30
iShares Micro-Cap ETF0.176%0.000%16,65402022-06-29
iShares Micro-Cap ETF0.166%0.000%15,54202021-12-31
iShares Micro-Cap ETF0.163%2.190%15,3493292022-02-28
iShares Micro-Cap ETF0.162%2.021%15,2963032022-05-31
iShares Micro-Cap ETF0.161%-0.569%15,194-872022-01-31
iShares Micro-Cap ETF0.160%0.000%15,08202022-03-31
Kennedy Bank Sector0.159%-27.630%14,993-5,7242022-03-31
iShares Micro-Cap ETF0.159%0.000%14,99302022-04-28
iShares Micro-Cap ETF0.159%0.000%14,99302022-04-29
Wells Fargo Factor Enh US SC Eq CIT TMR0.147%240.324%11,7658,3082021-03-31
EQ/2000 Managed Volatility IB0.137%0.000%10,91902021-05-31
Fidelity® Total Market Index0.136%0.000%10,89002021-05-31
Fidelity® Total Market Index0.136%0.000%10,89002021-06-30
Fidelity® Total Market Index0.136%0.000%10,89002021-07-31
Fidelity® Total Market Index0.136%0.000%10,89002021-08-31
Fidelity® Total Market Index0.136%0.000%10,89002021-09-30
Fidelity® Total Market Index0.136%0.000%10,89002021-10-31
TIAA-CREF Small-Cap Blend Idx Inst0.125%0.000%10,00302021-05-31
Acuitas US Microcap Institutional0.120%11.272%9,6259752021-09-30
Fidelity® Total Market Index0.116%0.000%10,89002021-11-30
Fidelity® Total Market Index0.116%0.000%10,89002021-12-31
Fidelity® Total Market Index0.116%0.000%10,89002022-01-31
Fidelity® Total Market Index0.116%0.000%10,89002022-02-28
Fidelity® Total Market Index0.116%0.000%10,89002022-03-31
Fidelity® Total Market Index0.115%0.000%10,89002022-04-30
DFA US Small Cap I0.114%40.370%10,7653,0962022-05-31
Acuitas US Microcap Institutional0.108%292.290%8,6506,4452021-06-30
DGHM MicroCap Value Institutional0.106%-33.574%8,468-4,2802021-02-28
Acuitas US Microcap Institutional0.102%0.000%9,62502021-12-31
Acuitas US Microcap Institutional0.092%-9.507%8,710-9152022-03-31
American Beacon Zebra Small Cap Eq R50.084%0.000%6,7006,7002021-03-31
Victory Munder Small Cap Growth I0.084%0.000%6,68302021-06-30
Victory Munder Small Cap Growth I0.084%0.000%6,68302021-09-30
Bridgeway Omni Small-Cap Value0.083%290.000%7,8005,8002021-12-31
Bridgeway Omni Small-Cap Value N0.083%290.000%7,8005,8002021-12-31
Bridgeway Omni Small-Cap Value0.083%0.000%7,80002022-03-31
Bridgeway Omni Small-Cap Value N0.083%0.000%7,80002022-03-31
DFA US Small Cap I0.081%75.814%7,6693,3072022-04-30
Dimensional US Targeted Value ETF0.080%10.445%7,5297122022-05-31
Mandarine Global Microcap M EUR0.079%47.991%7,4042,4012022-02-28
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.078%0.000%6,23802021-06-30
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.078%0.000%6,23802021-07-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.078%0.000%6,23802021-08-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.078%0.000%6,23802021-09-30
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.078%0.000%6,23802021-10-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.078%0.000%6,23802021-11-30
American Beacon Zebra Small Cap Eq R50.076%-9.746%6,047-6532021-06-30
Fidelity® Series Total Market Index0.075%15.735%7,0989652022-03-31
NT Ext Equity Mkt Idx Fd - NL0.075%0.000%6,00202021-06-30
NT Ext Equity Mkt Idx Fd - NL0.075%0.000%6,00202021-09-30
Victory Munder Small Cap Growth I0.071%0.000%6,68302021-12-31
DFA US Core Equity 2 I0.071%0.000%5,71402021-10-31
Fidelity® Series Total Market Index0.070%0.000%5,60402021-10-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.067%0.000%6,23802021-12-31
Fidelity® Series Total Market Index0.065%9.440%6,1335292022-02-28
NT Ext Equity Mkt Idx Fd - NL0.064%0.000%6,00202021-12-31
NT Ext Equity Mkt Idx Fd - NL0.064%0.000%6,00202022-03-31
DFA US Core Equity 2 I0.061%0.000%5,71402021-11-30
DFA US Core Equity 2 I0.061%0.000%5,71402021-12-31
Fidelity® Series Total Market Index0.060%0.000%5,60402021-11-30

Discussions

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uncomfortable_comf

$MYFW who else finds themselves here after liquidating their positions for a loss only to bash on how seriously fcked up the stock market is

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LongUsername

$MYFW The best investment you can make is an investment in yourself or another person

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a

$MYFW let’s go!! Squeeze time

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