As of the latest SEC filings, First Western Financial Inc (MYFW) is held by 134 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $6,376,838.56 in market value, representing a significant portion of its portfolio.
Funds holding First Western Financial Inc (MYFW)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MYFW
- CIK:
- 0001327607
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $6,376,838.56 | 259,432 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $5,114,016.48 | 208,056 | Mar 31, 2026 | May 28, 2026 |
|
RMBKX
RMB Mendon Financial Services Fund
|
MF | Independent / Boutique | 2.13% | $4,833,804.48 | 196,656 | Mar 31, 2026 | May 21, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $2,245,379.34 | 79,314 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $2,095,469.58 | 85,251 | Mar 31, 2026 | May 28, 2026 |
|
DHSCX
DIAMOND HILL SMALL CAP FUND
|
MF | Independent / Boutique | 0.74% | $1,719,149.78 | 69,941 | Mar 31, 2026 | Jun 1, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $1,288,501.34 | 45,514 | Apr 30, 2026 | Jun 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.01% | $1,222,904.16 | 49,752 | Mar 31, 2026 | May 28, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,032,818.31 | 40,839 | Feb 28, 2026 | Apr 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $995,894.91 | 39,379 | Feb 28, 2026 | Apr 24, 2026 |
|
AFMCX
ACUITAS US MICROCAP FUND
|
MF | Independent / Boutique | 0.93% | $911,770.52 | 37,094 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $909,571.99 | 32,129 | Apr 30, 2026 | Jun 24, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.04% | $896,383.44 | 36,468 | Mar 31, 2026 | Jun 1, 2026 |
|
BXMYX
Blackstone Alternative Multi-Strategy Fund
|
MF | Independent / Boutique | 0.02% | $877,604.32 | 35,704 | Mar 31, 2026 | May 27, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $847,459.85 | 29,935 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $830,388.92 | 29,332 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $825,576.22 | 29,162 | Apr 30, 2026 | Jun 29, 2026 |
|
ITOT
iShares Core S&P Total U.S. Stock Market ETF
|
ETF | BlackRock / iShares | 0.00% | $777,047.54 | 31,613 | Mar 31, 2026 | May 28, 2026 |
|
HWVIX
Hotchkis and Wiley Small Cap Diversified Value Fund
|
MF | Independent / Boutique | 0.09% | $759,522.00 | 30,900 | Mar 31, 2026 | Jun 1, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.01% | $615,335.72 | 25,034 | Mar 31, 2026 | May 28, 2026 |
|
FDM
First Trust Dow Jones Select MicroCap Index Fund
|
ETF | First Trust | 0.27% | $600,538.56 | 24,432 | Mar 31, 2026 | May 28, 2026 |
|
PSTWX
SmallCap Value Fund II
|
MF | Independent / Boutique | 0.05% | $571,975.24 | 20,204 | Apr 30, 2026 | Jun 25, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.04% | $514,754.36 | 20,942 | Mar 31, 2026 | May 28, 2026 |
|
BRUSX
Ultra-Small Company Fund
|
MF | Independent / Boutique | 0.60% | $512,025.98 | 20,831 | Mar 31, 2026 | May 21, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $507,145.34 | 17,914 | Apr 30, 2026 | Jun 25, 2026 |
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