DENVER, CO
FIRST WESTERN FINANCIAL INCMYFW— Latest position per institution from SEC 13F filings
15
Institutional holders
6.38M
Total shares held
147.05M
Estimated value
319.09K
Avg. position size
NORTH REEF CAPITAL MANAGEMENT LP
CIK 1867831
Shares
716.61K
Value
17.61M
Filed
Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP
CIK 902219
Shares
520.33K
Value
12.79M
Filed
Mar 31, 2026
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
509.51K
Value
8.66M
Filed
Jun 30, 2024
BLACKROCK, INC.
CIK 2012383
Shares
496.36K
Value
12.20M
Filed
Mar 31, 2026
VANGUARD GROUP INC
CIK 102909
Shares
455.60K
Value
12.21M
Filed
Dec 31, 2025
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
353.83K
Value
8.70M
Filed
Mar 31, 2026
BANC FUNDS CO LLC
CIK 1029311
Shares
348.40K
Value
8.56M
Filed
Mar 31, 2026
ALGEBRIS (UK) LTD
CIK 1700286
Shares
344.05K
Value
8.44M
Filed
Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP
CIK 354204
Shares
261.73K
Value
6.43M
Filed
Mar 31, 2026
JACOBS ASSET MANAGEMENT, LLC
CIK 1351063
Shares
257.82K
Value
6.34M
Filed
Mar 31, 2026
MENDON CAPITAL ADVISORS CORP
CIK 1177043
Shares
253.34K
Value
6.23M
Filed
Mar 31, 2026
WASATCH ADVISORS LP
CIK 814133
Shares
250.68K
Value
4.93M
Filed
Mar 31, 2025
STRATEGIC VALUE BANK PARTNERS LLC
CIK 1904067
Shares
249.23K
Value
4.98M
Filed
Sep 30, 2024
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
CIK 1238990
Shares
248.19K
Value
6.10M
Filed
Mar 31, 2026
ALLIANCEBERNSTEIN L.P.
CIK 1109448
Shares
206.93K
Value
5.55M
Filed
Mar 31, 2026
CURI CAPITAL, LLC
CIK 1332905
Shares
197.06K
Value
4.84M
Filed
Mar 31, 2026
TIETON CAPITAL MANAGEMENT, LLC
CIK 1381954
Shares
190.09K
Value
4.67K
Filed
Mar 31, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C.
CIK 1085393
Shares
183.11K
Value
4.13M
Filed
Jun 30, 2025
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
179.04K
Value
4.40M
Filed
Mar 31, 2026
DIAMOND HILL CAPITAL MANAGEMENT INC
CIK 1217541
Shares
159.83K
Value
3.93M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | NORTH REEF CAPITAL MANAGEMENT LP | 1867831 | 716.61K | 17.61M | Mar 31, 2026 |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | 902219 | 520.33K | 12.79M | Mar 31, 2026 |
| 3 | BLACKROCK FINANCE, INC. | 1364742 | 509.51K | 8.66M | Jun 30, 2024 |
| 4 | BLACKROCK, INC. | 2012383 | 496.36K | 12.20M | Mar 31, 2026 |
| 5 | VANGUARD GROUP INC | 102909 | 455.60K | 12.21M | Dec 31, 2025 |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 353.83K | 8.70M | Mar 31, 2026 |
| 7 | BANC FUNDS CO LLC | 1029311 | 348.40K | 8.56M | Mar 31, 2026 |
| 8 | ALGEBRIS (UK) LTD | 1700286 | 344.05K | 8.44M | Mar 31, 2026 |
| 9 | DIMENSIONAL FUND ADVISORS LP | 354204 | 261.73K | 6.43M | Mar 31, 2026 |
| 10 | JACOBS ASSET MANAGEMENT, LLC | 1351063 | 257.82K | 6.34M | Mar 31, 2026 |
| 11 | MENDON CAPITAL ADVISORS CORP | 1177043 | 253.34K | 6.23M | Mar 31, 2026 |
| 12 | WASATCH ADVISORS LP | 814133 | 250.68K | 4.93M | Mar 31, 2025 |
| 13 | STRATEGIC VALUE BANK PARTNERS LLC | 1904067 | 249.23K | 4.98M | Sep 30, 2024 |
| 14 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1238990 | 248.19K | 6.10M | Mar 31, 2026 |
| 15 | ALLIANCEBERNSTEIN L.P. | 1109448 | 206.93K | 5.55M | Mar 31, 2026 |
| 16 | CURI CAPITAL, LLC | 1332905 | 197.06K | 4.84M | Mar 31, 2026 |
| 17 | TIETON CAPITAL MANAGEMENT, LLC | 1381954 | 190.09K | 4.67K | Mar 31, 2026 |
| 18 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1085393 | 183.11K | 4.13M | Jun 30, 2025 |
| 19 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 179.04K | 4.40M | Mar 31, 2026 |
| 20 | DIAMOND HILL CAPITAL MANAGEMENT INC | 1217541 | 159.83K | 3.93M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.