MYFW

First Western Financial Inc Cross-source read$30.99 0.03%
FinancialsCUSIP 33751L105· EOD Sep 11, 2026

Among active 13F managers last quarter, 7 opened and 12 added, while 14 reduced; the largest holder to move was North Reef Capital Management LP (+3.6%). Over the last 180 days, 1 insider sold and none bought, a net -$733K in open-market trades.

Tracked 13F holders
90
34 in Q2 2026 filings
13F value (tracked)
$159.3M
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
19 adding · 14 trimming
Insiders · Form 4 open-market, 180d
0 buying · 1 selling · -$733K
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$30.99 0.03%5Y +16.3%
$11.76$17.78$23.80$29.83$35.8520212022202320242025202668984214358142361033875856569675831246134963206191851516141817389
Hover for who · click for detailEnd-of-day closing prices52w $22.06 – $34.19

Who owns MYFW?

90 tracked 13F filers · ranked by shares held

90 tracked 13F filers disclose a position in MYFW as of the latest SEC 13F filings, a combined $159.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1North Reef Capital Management LP743K
$23.8M
+3.6%
Added · +26K sh
Q2 2026
2BlackRock, Inc.543K
$17.4M
+9.3%
Added · +46K sh
Q2 2026
3Vanguard Capital Management LLC354K
$11.4M
−0.1%
Reduced · −310 sh
Q2 2026
4Dimensional Fund Advisors LP262K
$6.4M
+2.5%
Added · +6K sh
Q1 2026
5Algebris (UK) Ltd259K
$8.3M
−25%
Reduced · −85K sh
Q2 2026
6Mendon Capital Advisors Corp216K
$6.9M
−15%
Reduced · −38K sh
Q2 2026
7AllianceBernstein L.P.207K
$5.5M
+1.4%
Added · +3K sh
Q1 2026
8Geode Capital Management, LLC202K
$6.5M
+13%
Added · +23K sh
Q2 2026
9Punch & Associates Investment Management, Inc.195K
$6.3M
−21%
Reduced · −53K sh
Q2 2026
10Curi Capital, LLC190K
$6.1M
−3.4%
Reduced · −7K sh
Q2 2026
11Tieton Capital Management, LLC187K
$6.0M
−1.5%
Reduced · −3K sh
Q2 2026
12Diamond Hill Capital Management, LLC (Investment Advisor)171K
$5.5M
+6.9%
Added · +11K sh
Q2 2026
13Jacobs Asset Management, LLC140K
$4.5M
−46%
Reduced · −118K sh
Q2 2026
14State Street Corp140K
$4.5M
+7.9%
Added · +10K sh
Q2 2026
15Hotchkis & Wiley Capital Management LLC124K
$4.0M
−5.6%
Reduced · −7K sh
Q2 2026
16Sei Investments Co99K
$2.4M
+104%
Added · +50K sh
Q1 2026
17First Western Trust Bank92K
$3.0M
−6.1%
Reduced · −6K sh
Q2 2026
18Bridgeway Capital Management, LLC81K
$2.6M
−3.5%
Reduced · −3K sh
Q2 2026
19Vanguard Portfolio Management LLC58K
$1.9M
+20%
Added · +10K sh
Q2 2026
20Northern Trust Corp58K
$1.4M
+4.4%
Added · +2K sh
Q1 2026
21Vanguard Fiduciary Trust Co52K
$1.7M
+2.6%
Added · +1K sh
Q2 2026
22Cherry Creek Investment Advisors, Inc.52K
$1.7M
Held
Q2 2026
23Round Rock Advisors LLC47K
$1.5M
Held
Q2 2026
24Sippican Capital Advisors46K
$1.5M
Held
Q2 2026
25Biltmore Family Office, LLC45K
$1.5M
Held
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is MYFW being bought or sold by institutions?

Last quarter, 7 funds opened a new position in MYFW and 12 added to an existing one, while 14 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
7
funds took a first position
Added
12
added to an existing position
Reduced
14
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own MYFW also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT39 funds$93.1B
Bank Of America CorpBAC39 funds$10.9B
Berkshire Hathaway Inc-CL BBRK/B37 funds$13.7B
JPMorgan Chase & CoJPM36 funds$20.4B
Wells Fargo & CoWFC36 funds$6.6B
Nvidia CorpNVDA35 funds$155.7B
Amazon.com IncAMZN35 funds$72.4B
Alphabet Inc-CL AGOOGL35 funds$67.0B
Eli Lilly & CoLLY35 funds$31.8B
Chevron CorpCVX35 funds$8.5B
Bristol-Myers Squibb CoBMY35 funds$6.2B
Apple IncAAPL34 funds$106.9B

Ranked by how many of MYFW's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MYFW.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$733K
1 insider
Net · 180d
-$733K
4 open-market transactions
DateInsiderRoleActionSharesValue
Aug 31, 2026Wylie Scott CCHAIRMAN, CEO AND PRESIDENT, DirectorSell (S)10K$306K
May 22, 2026Wylie Scott CCHAIRMAN, CEO AND PRESIDENT, DirectorSell (S)6K$182K
May 20, 2026Wylie Scott CCHAIRMAN, CEO AND PRESIDENT, DirectorSell (S)1K$31K
May 5, 2026Wylie Scott CCHAIRMAN, CEO AND PRESIDENT, DirectorSell (S)8K$215K
Feb 4, 2026Mitchell Scott CDirectorSell (S)915$24K
Feb 3, 2026Duncan David RDirectorSell (S)
3 lots, same day
9K$221K
Jan 28, 2026Duncan David RDirectorSell (S)
2 lots, same day
4K$92K
Jan 27, 2026Duncan David RDirectorSell (S)
2 lots, same day
4K$111K
Jan 26, 2026Mitchell Scott CDirectorSell (S)
6 lots, same day
3K$76K
Dec 16, 2025Latimer Luke ADirectorSell (S)2K$42K
Dec 12, 2025Wylie Scott CCHAIRMAN, CEO AND PRESIDENT, DirectorSell (S)16K$416K
Dec 11, 2025Smith Mark LDirectorSell (S)2K$42K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
3032
Insiders
Form 4 open-market
01-$733K
US House
STOCK Act trades
00$0
Sector rotation
MYFW is in Financials, which smart money is rotating OUT OF
$31.5B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

34 tracked filers in Q2 2026 filingsstill filing
04385Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $54.3M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for MYFW

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Ask your agent what changed in MYFW

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MYFW/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for MYFW.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MYFW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.