MYFWFIRST WESTN FINL INC
CUSIP 33751L105 · Yahoo Finance ↗ · Google Finance ↗
First Westn Finl Inc (MYFW) has 93 institutional holders in Filings Flow’s 13F database, together reporting 6.59M shares worth $155M as of Q1 2026. The largest reported holders are North Reef Capital Management LP, Wellington Management Group LLP, and Vanguard Group Inc.
Institutional Holders
93
Q1 2026
Reported Value
$155M
Ticker
MYFW
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| JACOBS ASSET MANAGEMENT, LLC$167M AUM | 3.79% | $6M | 257.8K | Q1 2026OLDER |
| MENDON CAPITAL ADVISORS CORP$258M AUM | 2.41% | $6M | 253.3K | Q1 2026OLDER |
| BANC FUNDS CO LLC$537M AUM | 1.59% | $9M | 348.4K | Q1 2026OLDER |
| Rosenthal | Henry Capital Advisors, Inc.$102M AUM | 1.33% | $1M | 55.1K | Q1 2026OLDER |
| ALGEBRIS (UK) LTD$1.4B AUM | 0.61% | $8M | 344.0K | Q1 2026OLDER |
| North Reef Capital Management LP$2.9B AUM | 0.61% | $18M | 716.6K | Q1 2026OLDER |
| Cherry Creek Investment Advisors, Inc.$230M AUM | 0.55% | $1M | 51.9K | Q1 2026OLDER |
| SummerHaven Investment Management, LLC$163M AUM | 0.47% | $771,443 | 31.4K | Q1 2026OLDER |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.7B AUM | 0.35% | $6M | 248.2K | Q1 2026OLDER |
| Persistent Asset Partners Ltd$268M AUM | 0.32% | $848,502 | 34.5K | Q1 2026OLDER |
| Round Rock Advisors LLC$654M AUM | 0.18% | $1M | 47.4K | Q1 2026OLDER |
| ELCO Management Co., LLC$208M AUM | 0.17% | $362,457 | 14.7K | Q1 2026OLDER |
| Biltmore Family Office, LLC$716M AUM | 0.16% | $1M | 45.3K | Q1 2026OLDER |
| First Western Trust Bank$2.0B AUM | 0.12% | $2M | 98.2K | Q1 2026OLDER |
| Permanent Capital Management, LP$643M AUM | 0.11% | $563,010 | 21.0K | Q4 2025OLDER |
| LEVIN CAPITAL STRATEGIES, L.P.$1.3B AUM | 0.10% | $1M | 43.4K | Q4 2025OLDER |
| R Squared Ltd$182M AUM | 0.10% | $207,590 | 7.7K | Q4 2025OLDER |
| Curi Capital, LLC$5.6B AUM | 0.09% | $5M | 197.1K | Q1 2026OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.04% | $2M | 83.8K | Q1 2026OLDER |
| BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM | 0.04% | $3M | 113.0K | Q1 2026OLDER |
| DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM | 0.02% | $4M | 159.8K | Q1 2026OLDER |
| Brevan Howard Capital Management LP$11.3B AUM | 0.02% | $2M | 100.0K | Q1 2026OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.01% | $3M | 131.2K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $896,383 | 36.5K | Q2 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $230,388 | 9.4K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.00% | $204,876 | 8.9K | Q3 2025OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $13M | 520.3K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $2M | 98.7K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $530,928 | 21.6K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.00% | $279,278 | 11.4K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $6M | 206.9K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $882,950 | 2.1K | Q3 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $6M | 261.7K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $1M | 47.9K | Q4 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $321,482 | 13.1K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $28,660 | 1.2K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $444,898 | 18.1K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $166,013 | 6.8K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $68,677 | 2.8K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $113,560 | 4.6K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $905,343 | 39.3K | Q3 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $686,076 | 27.9K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $14,551 | 592 | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $1M | 51.1K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $4M | 179.0K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $290,929 | 11.8K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $9M | 353.8K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $12M | 496.4K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $246,530 | 10.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $614,500 | 25.0K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $1M | 58.0K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $346,037 | 14.1K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $12M | 455.6K | Q4 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $596,606 | 24.3K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $345,620 | 14.1K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $3,564 | 111 | Q2 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $96,624 | 3.9K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $207,037 | 8.4K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $3M | 129.3K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $271 | 12 | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $467,020 | 19.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $709,379 | 28.9K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $830,091 | 33.8K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $4,842 | 197 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $470,903 | 19.2K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $508,806 | 20.7K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $1M | 48.5K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $262,810 | 10.7K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $222 | 9 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $176,927 | 7.2K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $946,661 | 35.3K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $17,673 | 719 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $270,521 | 11.7K | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $2,809 | 122 | Q3 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $1,230 | 50 | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $26,251 | 1.1K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $66,096 | 2.7K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $385 | 12 | Q2 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $210,485 | 7.9K | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $20,671 | 841 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $296,263 | 12.1K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $43,040 | 1.8K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $101,663 | 4.1K | Q2 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $11,012 | 448 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $83,418 | 3.4K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $221 | 9 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $98 | 4 | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $18,460 | 751 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $9,881 | 402 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $74 | 3 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $73,196 | 3.0K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $4,835 | 210 | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $418 | 17 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $25 | 1 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $150 | 6 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $246 | 10 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $123 | 5 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $1,917 | 78 | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2,000 | 89 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $492 | 20 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.