First Western Financial Inc (MYFW) Ownership

14.76 ↑1.11 (8.13%)
As of April 19, 2024, 11:14am EST.

Institutional Ownership

Banc Funds Co LLC is the biggest individual institutional holder of First Western Financial Inc (MYFW), owning a total of 758 thousand shares. Combined, the top 25 institutional holders of MYFW own 56.09% of the company with a total of 5.4 million shares.

In the latest ownership report on December 31st 2023, the top 25 institutional holders increased their combined ownership of MYFW by 63 thousand shares. 8 institutions bought 146,542 total additional shares and increased their ownership by an average of 13.29%. However 8 institutions sold 83,113 total shares and decreased their ownership by an average of 6.78%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of First Western Financial increased by a net total of 63,429 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Banc Funds Co LLC7.915%0.000%758,38602023-12-31
BlackRock Inc5.578%9.882%534,45848,0662023-12-31
Vanguard Group Inc3.809%2.212%364,8987,8972023-12-31
AllianceBernstein L.P.3.494%3.259%334,73510,5652023-12-31
Wasatch Advisors Inc.3.317%10.026%317,81828,9622023-12-31
Kennedy Capital Management Inc3.160%-2.818%302,798-8,7812023-12-31
Punch & Associates Inv Mgmt Inc2.791%-6.526%267,370-18,6672023-12-31
Diamond Hill Capital Management Inc1.689%-9.166%161,818-16,3282023-12-31
Geode Capital Management, LLC1.680%9.124%160,91613,4542023-12-31
Tieton Capital Management, LLC1.594%-0.554%152,760-8512023-12-31
Dimensional Fund Advisors, Inc.1.501%12.790%143,80616,3072023-12-31
First Western Trust Bank1.264%-7.387%121,120-9,6602023-12-31
Franklin Resources Inc1.156%0.000%110,70602023-12-31
State Street Corporation1.122%-7.768%107,495-9,0532023-12-31
Bridgeway Capital Management, LLC0.897%-17.527%85,980-18,2722023-12-31
Stifel Financial Corp0.804%0.000%77,00002023-12-31
Northern Trust Corp0.665%0.266%63,6731692023-12-31
Cherry Creek Investment Advisors, Inc.0.605%-2.525%57,939-1,5012023-12-31
Mendon Capital Advisors Corp0.596%58.769%57,06321,1222023-12-31
Biltmore Family Office, LLC0.473%0.000%45,31602023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Banc Funds Co LLC7.915%0.000%758,38602023-12-31
BlackRock Inc5.578%9.882%534,45848,0662023-12-31
North Reef Capital Management LP4.846%2.454%464,30511,1192023-09-30
FJ Capital Management LLC3.854%0.000%369,26302023-09-30
Vanguard Group Inc3.809%2.212%364,8987,8972023-12-31
AllianceBernstein L.P.3.494%3.259%334,73510,5652023-12-31
Wasatch Advisors Inc.3.317%10.026%317,81828,9622023-12-31
Kennedy Capital Management Inc3.160%-2.818%302,798-8,7812023-12-31
Punch & Associates Inv Mgmt Inc2.791%-6.526%267,370-18,6672023-12-31
Basswood Capital Management LLC1.896%-65.745%178,828-343,2142022-06-30
Diamond Hill Capital Management Inc1.689%-9.166%161,818-16,3282023-12-31
Geode Capital Management, LLC1.680%9.124%160,91613,4542023-12-31
Tieton Capital Management, LLC1.594%-0.554%152,760-8512023-12-31
Dimensional Fund Advisors, Inc.1.501%12.790%143,80616,3072023-12-31
First Western Trust Bank1.264%-7.387%121,120-9,6602023-12-31
Franklin Resources Inc1.156%0.000%110,70602023-12-31
State Street Corporation1.122%-7.768%107,495-9,0532023-12-31
Bridgeway Capital Management, LLC0.897%-17.527%85,980-18,2722023-12-31
Elizabeth Park Capital Advisors, Ltd0.831%-64.366%79,290-143,2192023-03-31
Stifel Financial Corp0.804%0.000%77,00002023-12-31
Northern Trust Corp0.665%0.266%63,6731692023-12-31
Cherry Creek Investment Advisors, Inc.0.605%-2.525%57,939-1,5012023-12-31
Mendon Capital Advisors Corp0.596%58.769%57,06321,1222023-12-31
Obermeyer Asset Management Co0.556%0.000%52,82202022-09-30
Biltmore Family Office, LLC0.473%0.000%45,31602023-12-31

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of First Western Financial Inc (MYFW), owning a total of 234 thousand shares. Combined, the top 31 mutual fund holders of MYFW own 26.74% of the company with a total of 2.6 million shares.

In the latest ownership report on March 28th 2024, the top 31 fund holders increased their combined ownership of MYFW by 57 shares. 1 funds bought 108 total additional shares and increased their ownership by an average of 0.05%. However 1 funds sold 51 total shares and decreased their ownership by an average of 0.06%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding First Western Financial increased by a net total of 57 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Russell 2000 ETF2.319%0.048%223,1401082024-03-28
iShares Russell 2000 Value ETF0.831%-0.064%79,966-512024-03-28

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Instl Ttl Stck Mkt Idx Tr2.447%1.574%233,9443,6262023-03-31
iShares Russell 2000 ETF2.319%0.048%223,1401082024-03-28
Vanguard Total Stock Mkt Idx Inv2.315%0.000%222,74402024-02-29
Tieton Small Cap Value1.588%-0.554%152,760-8512023-12-31
Wasatch Micro Cap Value1.512%6.984%145,4989,4982023-12-31
Kennedy Micro Cap1.349%-2.975%129,819-3,9802023-12-31
Kennedy Extended Small Cap1.303%-0.157%125,317-1972023-12-31
Franklin MicroCap Value A1.156%0.000%110,70602024-01-31
Diamond Hill Small Cap Equity1.030%7.825%99,0777,1902024-02-29
Vanguard Institutional Extnd Mkt Idx Tr0.995%0.105%95,7701002024-02-29
Diamond Hill Small Cap Inv0.976%8.290%93,9207,1902024-02-29
Vanguard Extended Market Index Investor0.938%7.839%89,5816,5122023-08-31
iShares Russell 2000 Value ETF0.831%-0.064%79,966-512024-03-28
Fidelity Small Cap Index0.829%0.000%79,71202024-01-31
1919 Financial Services A0.800%0.000%77,00002024-02-29
Fidelity® Small Cap Index0.744%0.870%71,1556142023-10-31
Bridgeway Omni Tax-Managed Sm-Cp Val N0.481%0.000%46,00002022-12-31
Empower Small Cap Value/Kennedy SP0.459%0.000%44,12202023-12-31
Pleiades Small Cap Equity A0.442%0.000%42,55002023-12-31
RMB Mendon Financial Services A0.436%112.717%41,96722,2382024-02-29
Fidelity Extended Market Index0.431%-0.483%41,416-2012024-02-29
Fidelity® Extended Market Index0.399%0.000%38,16602023-11-30
Blackstone Alternative Multi-Strategy I0.395%-11.946%37,998-5,1552023-09-30
Bridgeway Omni Small-Cap Value N0.383%-35.211%36,800-20,0002023-12-31
Bridgeway Omni Small-Cap Value0.383%-35.211%36,800-20,0002023-12-31
DFA US Targeted Value I0.370%2.665%35,5639232024-02-29
State St Russell Sm Cap® Indx NL Cl C0.310%0.000%29,44902023-02-28
Vanguard Russell 2000 ETF0.297%8.137%28,3862,1362024-02-29
State St Russell Sm Cap® Indx SL Cl I0.297%0.000%28,34902023-11-30
iShares Core S&P Total US Stock Mkt ETF0.265%0.000%25,13602023-02-28
NT R2000 Value Index Fund - NL0.259%-3.279%24,633-8352022-12-31

Discussions

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4texin1/24/24 03:32am

$MYFW always with good potential for a long term Hodl

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jchonnee6/19/23 10:20am

$MYFW they don’t want us to shine… But we gon shine…

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