First Western Financial, Inc. (MYFW)

Accumulating

Institutional accumulation: ownership increased +2.74% quarter-over-quarter.

Data as of Q1 2026

Institutional Ownership

66.09%

QoQ Change

+2.74%

Total Value

$151.3B

Shares Outstanding

9.7M

Crowding AnalysisCrowded

Holders88of 5,944

Avg: 68

Uncrowded86th percentileCrowded

Institutional Activity

Buy/Sell Ratio1x

64th percentile

40 buying40 selling

New

-9

Closed

+68K

Net shares

Holding Period Distribution

estimate

Median: 4 QAvg: 4.5 QHolders: 88

Ownership Concentration

Top 5: 37.9%Top 10: 59.1%

North Reef Capital Management11.1%

WELLINGTON MANAGEMENT GROUP LLP8.1%

BlackRock,7.7%

VANGUARD CAPITAL MANAGEMENT5.5%

BANC FUNDS CO5.4%

Others (83)62.1%

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Conviction-Weighted Ownership

Median weight: 0.48%Avg weight: 0.94%Max: 3.79%High conviction (>1%): 3

North Reef Capital Management

WELLINGTON MANAGEMENT GROUP LLP

BlackRock,

VANGUARD CAPITAL MANAGEMENT

BANC FUNDS CO

ALGEBRIS (UK)

DIMENSIONAL FUND ADVISORS

JACOBS ASSET MANAGEMENT,

MENDON CAPITAL ADVISORS

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT,

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Whale Moves Timeline (8 Quarters)

Biggest dollar-value position changes among top 10 holders

NEWVANGUARD CAPITAL MANAGEMENT$9M354K shr

BOUGHTWELLINGTON MANAGEMENT GROUP LLP$7M278K shr

BOUGHTNorth Reef Capital Management$753K31K shr

SOLDPUNCH & ASSOCIATES INVESTMENT MANAGEMENT$559K23K shr

SOLDJACOBS ASSET MANAGEMENT$244K10K shr

NEWWELLINGTON MANAGEMENT GROUP LLP$7M243K shr

SOLDBANC FUNDS CO$2M69K shr

BOUGHTNorth Reef Capital Management$2M68K shr

SOLDJACOBS ASSET MANAGEMENT$1M47K shr

SOLDPUNCH & ASSOCIATES INVESTMENT MANAGEMENT$1M41K shr

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Institutional Trends (8 Quarters)

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Institutional Holders

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