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First Western Financial Inc hedge fund holdings

MYFWNASDAQ
$30.09+0.35 (+1.18%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

MYFW · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+35.1%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20253612$18.3M$15.7M77Aug 14, 2025
Q3 20253128$14.2M$15.6M83Nov 14, 2025
Q4 20252323$12.2M$8.35M92Feb 14, 2026
Q1 20262229$11.6M$8.24M93May 15, 2026
Q2 20264625$22.8M$20.2M98Aug 14, 2026

Quarterly action breakdown

Q2 2026
98 filers
New position
12
$5.06M+157K sh
Increased
34
$17.7M+552K sh
Reduced
22
-$18.9M-589K sh
Out / sold
3
-$1.33M-41.3K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Wellington Management Group LLPAdded 43.58%+$7.28M$24M0.00%Aug 14, 2026
Jacobs Asset Management, LLCReduce 45.70%-$3.78M$4.5M2.83%Aug 14, 2026
Algebris (Uk) LtdReduce 24.69%-$2.72M$8.29M0.55%Aug 11, 2026
PMC FIG Opportunities LLCReduce 80.49%-$2.26M$548K0.87%Aug 14, 2026
Punch & Associates Investment Management, Inc.Reduce 21.43%-$1.71M$6.26M0.31%Aug 14, 2026
Mendon Capital Advisors CorpReduce 14.81%-$1.2M$6.93M2.45%Aug 11, 2026
Persistent Asset Partners LtdSell 100%-$849K$00.00%Aug 7, 2026
North Reef Capital Management LPAdded 3.63%+$836K$23.8M0.91%Aug 14, 2026
CM Wealth Advisors LLCNew Buy+$835K$835K0.15%Aug 10, 2026
Diamond Hill Capital Management, LLC (Investment Advisor)Added 6.88%+$353K$5.49M0.04%Aug 6, 2026
Lido Advisors, LLCAdded 76.47%+$321K$741K0.00%Aug 7, 2026
Hotchkis & Wiley Capital Management LLCReduce 5.57%-$234K$3.98M0.01%Aug 14, 2026
Curi Capital, LLCReduce 3.37%-$213K$6.11M0.09%Aug 14, 2026
Banc Funds Co LLCReduce 1.72%-$193K$11M1.82%Aug 13, 2026
First Western Trust BankReduce 6.10%-$192K$2.96M0.14%Jul 29, 2026
ELCO Management Co., LLCReduce 22.77%-$108K$366K0.16%Aug 11, 2026
Empowered Funds, LLCReduce 7.98%-$93.4K$1.08M0.01%Aug 17, 2026
First Trust Advisors LPAdded 3.84%+$34.5K$931K0.00%Aug 11, 2026
Quarry LPNew Buy+$4.78K$4.78K0.00%Aug 14, 2026

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