MYFW - First Western Financial, Inc. Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (NasdaqGS)

First Western Financial, Inc.
US ˙ NasdaqGS ˙ US33751L1052

Grundlæggende statistik
Institutionelle ejere 128 total, 128 long only, 0 short only, 0 long/short - change of -40,47% MRQ
Gennemsnitlig porteføljeallokering 0.1474 % - change of 22,98% MRQ
Deler fremragende shares (source: Capital IQ)
Institutionelle aktier (lange) 6.677.735 - 68,59% (ex 13D/G) - change of -0,56MM shares -7,68% MRQ
Institutionel værdi (lang) $ 172.184 USD ($1000)
Institutionelt ejerskab og aktionærer

First Western Financial, Inc. (US:MYFW) har 128 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 6,677,735 aktier. Største aktionærer omfatter North Reef Capital Management LP, BlackRock, Inc., Vanguard Group Inc, Banc Funds Co Llc, Algebris (uk) Ltd, Punch & Associates Investment Management, Inc., Jacobs Asset Management, Llc, Dimensional Fund Advisors Lp, Mendon Capital Advisors Corp, and Wellington Management Group Llp .

First Western Financial, Inc. (NasdaqGS:MYFW) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of March 6, 2026 is 24,07 / share. Previously, on March 10, 2025, the share price was 19,14 / share. This represents an increase of 25,76% over that period.

MYFW / First Western Financial, Inc. Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

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Institutionel Put/Call-forhold

Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.

Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.

MYFW / First Western Financial, Inc. Historical Put/Call Ratio
13D/G-arkivering

Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.

Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.

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Fil dato Form Investor Forrige
Aktier
Seneste
Aktier
Δ Aktier
(Procent)
Ejendomsret
(Procent)
Δ Ejerskab
(Procent)
2026-02-17 13G/A BANC FUNDS CO LLC 758,386 346,090 -54.36 3.40 -17.07
2026-02-17 13G/A North Reef Capital Management LP 685,954 7.06
13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2025-09-26 NP USMIX - Extended Market Index Fund 807 3,59 17 6,25
2026-02-11 13F Los Angeles Capital Management Llc 16.393 -20,66 371 -21,89
2025-09-25 NP DCOR - Dimensional US Core Equity 1 ETF 753 0,00 16 6,67
2025-09-29 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 917 -0,33 20 0,00
2026-02-17 13F Russell Investments Group, Ltd. 841 0,00 23 15,79
2026-02-13 13F First Trust Advisors Lp 28.134 -3,26 754 12,71
2026-02-04 13F ELCO Management Co., LLC 14.746 0,00 395 16,52
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.560 0,00 34 3,13
2026-02-17 13F Tower Research Capital LLC (TRC) 416 -34,59 11 -21,43
2025-09-26 NP UAPIX - Ultrasmall-cap Profund Investor Class 92 10,84 2 0,00
2026-01-28 13F John W. Rosenthal Capital Management, Inc. 55.113 0,00 1.478 16,48
2026-02-10 13F Bnp Paribas Arbitrage, Sa 1.825 11,89 49 29,73
2026-01-27 13F Round Rock Advisors, LLC 41.081 125,60 1.101 166,59
2026-02-17 13F Aqr Capital Management Llc 13.217 9,97 354 28,26
2026-01-29 13F Vanguard Group Inc 455.597 6,59 12.215 24,11
2026-01-30 13F R Squared Ltd 7.743 208
2026-02-13 13F Marshall Wace, Llp 47.873 1.283
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.204 0,00 26 4,00
2026-02-10 13F Acadian Asset Management Llc 103.678 10,27 3 0,00
2026-02-17 13F Optiver Holding B.V. 142 0,00 4 0,00
2026-02-13 13F MAI Capital Management 4 0
2026-02-12 13F Nuveen, LLC 24.101 0,00 646 16,61
2026-02-13 13F American Century Companies Inc 14.078 0,00 377 16,36
2026-02-10 13F/A Algebris (uk) Ltd 340.807 8,04 9.141 25,96
2026-02-17 13F Northern Trust Corp 55.494 -10,51 1.488 4,20
2026-02-17 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 3.829 -3,23 103 12,09
2025-09-25 NP DFVEX - U.s. Vector Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5.270 0,00 114 2,70
2026-02-05 13F Amalgamated Bank 260 -5,11 0
2025-09-24 NP PJARX - SmallCap Value Fund II R-3 17.135 3.950,83 371 4.525,00
2026-02-06 13F Pnc Financial Services Group, Inc. 23 15,00 1
2026-02-13 13F Sterling Capital Management LLC 328 -13,00 9 0,00
2026-02-10 13F Lido Advisors, LLC 13.925 0,00 321 0,00
2026-02-12 13F New York State Common Retirement Fund 1.068 0,00 29 16,67
2026-02-17 13F Bank Of America Corp /de/ 10.875 44,10 292 68,21
2026-02-11 13F Empowered Funds, LLC 33.335 9,74 894 27,75
2026-02-13 13F Police & Firemen's Retirement System of New Jersey 2.794 0,00 75 15,63
2026-01-26 13F Cwm, Llc 687 4,89 0
2026-02-11 13F Jpmorgan Chase & Co 4.178 -43,16 112 -33,73
2025-09-25 NP DFAC - Dimensional U.S. Core Equity 2 ETF 8.157 7,10 177 10,00
2026-02-17 13F Royal Bank Of Canada 446 -87,69 13 -84,52
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 900 0,00 19 5,56
2026-02-12 13F Jane Street Group, Llc 0 -100,00 0
2025-11-14 13F Basswood Capital Management, L.l.c. 0 -100,00 0
2025-11-14 13F Cubist Systematic Strategies, LLC 0 -100,00 0
2025-09-25 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16.259 37,35 352 40,96
2026-01-08 13F True Wealth Design, LLC 9 12,50 0
2026-02-06 13F IFP Advisors, Inc 9 -10,00 0
2026-02-17 13F PMC FIG Opportunities LLC 107.164 -10,78 2.873 3,91
2026-02-17 13F Ameriprise Financial Inc 19.000 0,00 509 16,48
2025-11-14 13F Point72 (DIFC) Ltd 0 -100,00 0
2026-02-13 13F Morgan Stanley 35.310 -2,78 947 13,16
2026-02-09 13F Legal & General Group Plc 810 0,00 22 16,67
2025-09-25 NP DFAT - Dimensional U.S. Targeted Value ETF 31.130 28,63 674 31,96
2026-01-23 13F State of Alaska, Department of Revenue 476 0
2026-01-20 13F Harbor Capital Advisors, Inc. 123 -1,60 0
2026-02-11 13F Deutsche Bank Ag\ 7.516 0,00 202 16,18
2026-02-13 13F Sei Investments Co 48.461 1.299
2025-09-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 11.035 0,00 239 2,59
2026-02-17 13F Raymond James Financial Inc 25.000 0,00 670 16,52
2026-02-17 13F Two Sigma Investments, Lp 30.755 -21,07 825 -8,14
2026-02-09 13F Geode Capital Management, Llc 180.212 -0,12 4.832 16,32
2026-02-13 13F Rhumbline Advisers 9.957 -13,78 267 0,38
2026-02-17 13F North Reef Capital Management LP 685.954 11,03 18.390 29,28
2025-09-25 NP DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11.240 0,00 243 2,53
2026-02-05 13F Allworth Financial LP 8 0,00 0
2025-10-24 13F Colorado Capital Management, Inc. 0 -100,00 0
2025-09-24 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 903 0,00 20 0,00
2026-02-11 13F Ameritas Investment Partners, Inc. 592 16
2025-11-03 13F Federated Hermes, Inc. 0 -100,00 0
2026-01-29 13F UBS Group AG 5.417 -8,08 145 7,41
2026-02-17 13F Punch & Associates Investment Management, Inc. 270.945 -13,02 7.264 1,28
2026-01-23 13F Sippican Capital Advisors 47.825 0,00 1.282 16,44
2026-01-08 13F Versant Capital Management, Inc 12 0,00 0
2026-01-05 13F GAMMA Investing LLC 92 0,00 2 0,00
2026-02-06 13F Diamond Hill Capital Management Inc 158.643 3,43 4.253 20,45
2026-02-12 13F First Western Trust Bank 91.479 -16,46 2.453 -2,74
2026-02-13 13F Jacobs Asset Management, Llc 267.740 -14,99 7.178 -1,01
2025-09-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 9.917 0,00 215 2,39
2026-02-18 13F Mendon Capital Advisors Corp 253.336 0,00 6.792 16,40
2026-02-12 13F Banc Funds Co Llc 346.090 -16,53 9.279 -2,81
2026-02-17 13F Bridgeway Capital Management Inc 80.717 3,81 2.164 20,89
2026-02-13 13F Colony Group, LLC 0 -100,00 0
2025-09-25 NP DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13.211 56,71 286 61,02
2026-02-17 13F Citadel Advisors Llc 7.851 210
2026-02-03 13F SummerHaven Investment Management, LLC 35.552 0,00 953 16,50
2026-02-13 13F Wells Fargo & Company/mn 10.605 45,15 284 69,05
2025-09-25 NP DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 26.005 72,34 563 76,73
2025-09-24 NP PPNMX - SmallCap Growth Fund I R-3 198 0,00 4 0,00
2025-09-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 82.044 3,75 1.776 6,48
2026-02-17 13F Trexquant Investment LP 21.845 36,76 586 59,40
2026-01-07 13F Permanent Capital Management, LP 21.000 563
2026-02-20 13F Sunbelt Securities, Inc. 1 0
2026-01-15 13F Nisa Investment Advisors, Llc 10 0,00 0
2026-02-17 13F Alliancebernstein L.p. 204.027 2,28 5.470 19,07
2026-02-17 13F Persistent Asset Partners Ltd 37.659 -2,46 1.010 13,63
2026-02-02 13F Strs Ohio 21.600 -4,42 579 11,35
2026-02-13 13F State Street Corp 128.411 0,09 3.443 16,52
2025-09-26 NP SLPIX - Small-cap Profund Investor Class 7 -12,50 0
2026-02-05 13F Northwestern Mutual Wealth Management Co 76.048 36.113,33 3.701 92.400,00
2026-02-10 13F Bank of New York Mellon Corp 20.360 7,41 546 25,00
2026-02-13 13F Arrowstreet Capital, Limited Partnership 10.106 -32,42 271 -21,51
2026-02-17 13F Hotchkis & Wiley Capital Management Llc 130.798 0,00 3.507 16,44
2025-09-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21.232 7,41 460 10,34
2025-09-24 NP SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.786 0,00 60 3,45
2026-02-12 13F BlackRock, Inc. 503.790 1,80 13.507 18,54
2025-11-14 13F Susquehanna International Group, Llp 0 -100,00 0
2025-09-25 NP DXUV - Dimensional US Vector Equity ETF 8 0,00 0
2025-09-25 NP DFAS - Dimensional U.S. Small Cap ETF 17.779 0,00 385 0,00
2025-09-25 NP DFSU - Dimensional US Sustainability Core 1 ETF 548 0,00 12 0,00
2026-02-06 13F EverSource Wealth Advisors, LLC 48 4,35 1 0,00
2026-02-12 13F Dimensional Fund Advisors Lp 255.294 2,09 6.844 18,86
2026-02-17 13F California State Teachers Retirement System 509 -12,09 14 0,00
2026-02-13 13F Charles Schwab Investment Management Inc 22.618 -5,83 606 9,58
2026-02-13 13F Victory Capital Management Inc 0 -100,00 0
2026-02-13 13F Citigroup Inc 188 -42,15 5 -28,57
2026-02-04 13F Biltmore Family Office, LLC 45.316 0,00 1.215 16,40
2025-11-14 13F Millennium Management Llc 0 -100,00 0
2025-09-25 NP DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.084 0,00 23 4,55
2026-01-23 13F Farther Finance Advisors, LLC 5 0,00 0
2026-02-10 13F Goldman Sachs Group Inc 27.886 6,60 748 24,09
2026-01-15 13F Cherry Creek Investment Advisors, Inc. 51.939 0,00 1.392 16,49
2026-02-12 13F MetLife Investment Management, LLC 4.620 0,00 124 16,04
2026-02-17 13F RMB Capital Management, LLC 197.056 0,00 5.283 16,44
2026-02-06 13F Covestor Ltd 0 -100,00 0
2025-11-13 13F Quadrature Capital Ltd 0 -100,00 0
2026-02-12 13F Renaissance Technologies Llc 40.800 -34,51 1.094 -23,78
2025-09-25 NP DFAU - Dimensional US Core Equity Market ETF 694 1.185,19 15 1.400,00
2025-09-26 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 125 5,04 3 0,00
2026-02-17 13F Fmr Llc 3.333 12,60 89 30,88
2026-01-30 13F Levin Capital Strategies, L.p. 43.432 1.164
2025-09-29 NP RSSL - Global X Russell 2000 ETF 4.347 -13,08 94 -10,48
2025-09-25 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 52.262 6,81 1.131 9,70
2026-02-10 13F Tieton Capital Management, LLC 183.611 0,95 5 0,00
2026-02-13 13F Barclays Plc 21.788 6,06 584 23,47
2025-09-17 NP GMRAX - Nationwide Small Cap Index Fund Class A 827 66,40 18 70,00
2026-02-17 13F Wellington Management Group Llp 242.680 119,17 6.506 155,24
2026-02-17 13F Brevan Howard Capital Management LP 68.205 1.829
2026-02-17 13F Jump Financial, LLC 0 -100,00 0
2026-02-13 13F SRS Capital Advisors, Inc. 0 -100,00 0
2025-09-25 NP DFSV - Dimensional US Small Cap Value ETF 12.408 0,00 269 0,00
2025-09-25 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.390 0,00 95 3,26
2026-02-17 13F Boothbay Fund Management, Llc 155.177 -0,71 4.160 15,62
2025-11-14 13F rhino investment partners, Inc 0 -100,00 0
Other Listings
DE:33Q 20,40 €
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