First Western Financial Inc
MYFW- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001327607
In the last 90 days, First Western Financial Inc insiders filed 0 open-market purchases and 1 sale; 103 institutions reported holding it in 13F filings for Q2 2026, worth $214.6M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in First Western Financial Inc as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 50
- −6 vs. Q1 2021
- Shares held
- 3.65M
- −159.8K (−4.2%) vs. Q1 2021
- Total value
- $94.5M
- −$796.8K (−0.8%) vs. Q1 2021
- New holders
- 9
- 13 more added
- Sold out
- 15
- 21 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MYFW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 103 | $214.6M |
| Q1 2026 | 95 | $163.4M |
| Q4 2025 | 94 | $173.7M |
| Q3 2025 | 92 | $145.0M |
| Q2 2025 | 83 | $135.4M |
| Q1 2025 | 71 | $114.2M |
| Q4 2024 | 67 | $115.2M |
| Q3 2024 | 71 | $112.0M |
| Q2 2024 | 63 | $95.3M |
| Q1 2024 | 57 | $80.3M |
| Q4 2023 | 60 | $106.8M |
| Q3 2023 | 58 | $96.0M |
| Q2 2023 | 59 | $94.9M |
| Q1 2023 | 59 | $96.6M |
| Q4 2022 | 62 | $137.3M |
| Q3 2022 | 64 | $120.1M |
| Q2 2022 | 70 | $130.2M |
| Q1 2022 | 61 | $136.1M |
| Q4 2021 | 53 | $120.8M |
| Q3 2021 | 48 | $107.5M |
| Q2 2021 | 50 | $94.5M |
| Q1 2021 | 56 | $95.3M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding First Western Financial Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Banc Funds Co LLC | 679,117 | $17.6M | 1.29% | +25,010+3.8% | Added |
| Kennedy Capital Management, Inc. | 400,842 | $10.4M | 0.22% | −78,832−16.4% | Reduced |
| FJ Capital Management LLC | 369,000 | $9.56M | 0.80% | −300−0.1% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 258,019 | $6.68M | 2.55% | −54,577−17.5% | Reduced |
| Vanguard Group Inc | 246,161 | $6.37M | 0.00% | +16,589+7.2% | Added |
| Basswood Capital Management, L.L.C. | 230,740 | $5.97M | 0.25% | +146,644+174.4% | Added |
| Punch & Associates Investment Management, Inc. | 221,900 | $5.75M | 0.32% | 00.0% | Unchanged |
| Tieton Capital Management, LLC | 167,079 | $4.33M | 2.30% | +125,694+303.7% | Added |
| Price T Rowe Associates Inc | 145,000 | $3.75M | 0.00% | +74,215+104.8% | Added |
| Franklin Resources Inc | 110,706 | $2.87M | 0.00% | +42,200+61.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 92,551 | $2.40M | 0.13% | 00.0% | Unchanged |
| Stifel Financial Corp | 77,000 | $1.99M | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 70,607 | $1.83M | 0.00% | +70,607 | New |
| Geode Capital Management, LLC | 54,380 | $1.41M | 0.00% | −23,144−29.9% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 51,939 | $1.34M | 0.88% | +51,939 | New |
| BHZ Capital Management, LP | 42,523 | $1.10M | 0.41% | +17,381+69.1% | Added |
| RMB Capital Management, LLC | 40,000 | $1.04M | 0.03% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 34,951 | $905.0K | 0.02% | −5,000−12.5% | Reduced |
| BlackRock Inc. | 34,364 | $890.0K | 0.00% | −288,594−89.4% | Reduced |
| Dimensional Fund Advisors LP | 32,438 | $840.0K | 0.00% | +11,741+56.7% | Added |
| Jacobs Levy Equity Management, Inc | 28,531 | $739.0K | 0.01% | +1,888+7.1% | Added |
| Raymond James & Associates | 25,000 | $647.0K | 0.00% | 00.0% | Unchanged |
| Diamond Hill Capital Management Inc | 24,977 | $647.0K | 0.00% | +24,977 | New |
| State Street Corp | 23,742 | $615.0K | 0.00% | −74,875−75.9% | Reduced |
| Biltmore Family Office, LLC | 19,000 | $492.0K | 0.14% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 17,455 | $452.0K | 0.34% | −3,197−15.5% | Reduced |
| Mendon Capital Advisors Corp | 16,803 | $435.0K | 0.16% | −3,197−16.0% | Reduced |
| Ergoteles LLC | 16,000 | $414.0K | 0.01% | +16,000 | New |
| HRT Financial LP | 15,329 | $396.0K | 0.00% | +15,329 | New |
| HSBC Holdings PLC | 13,281 | $342.0K | 0.00% | +670+5.3% | Added |
| Acadian Asset Management LLC | 13,005 | $337.0K | 0.00% | −6,646−33.8% | Reduced |
| Northern Trust Corp | 11,876 | $307.0K | 0.00% | −48,927−80.5% | Reduced |
| Segall Bryant & Hamill, LLC | 11,644 | $301.0K | 0.00% | 00.0% | Unchanged |
| Tibra Equities Europe Ltd | 11,600 | $300.0K | 0.09% | +11,600 | New |
| Bank of America Corp | 8,280 | $214.0K | 0.00% | −6,060−42.3% | Reduced |
| Goldman Sachs Group Inc | 7,773 | $201.0K | 0.00% | +7,773 | New |
| O'Shaughnessy Asset Management, LLC | 7,187 | $186.0K | 0.00% | +614+9.3% | Added |
| Morgan Stanley | 4,760 | $123.0K | 0.00% | −2,644−35.7% | Reduced |
| Barclays PLC | 4,669 | $120.0K | 0.00% | −3,620−43.7% | Reduced |
| Royal Bank of Canada | 3,753 | $97.0K | 0.00% | +2,922+351.6% | Added |
| Tower Research Capital LLC (TRC) | 1,039 | $27.0K | 0.00% | +69+7.1% | Added |
| JPMorgan Chase & Co | 928 | $24.0K | 0.00% | −18,682−95.3% | Reduced |
| Optiver Holding B.V. | 882 | $23.0K | 0.00% | +882 | New |
| UBS Group AG | 491 | $13.0K | 0.00% | −3,324−87.1% | Reduced |
| Federated Hermes, Inc. | 463 | $12.0K | 0.00% | −32−6.5% | Reduced |
| BNP Paribas Arbitrage, SA | 211 | $5.46K | 0.00% | −3,077−93.6% | Reduced |
| Public Employees Retirement System of Ohio | 199 | $5.00K | 0.00% | +199 | New |
| Panagora Asset Management Inc | 41 | $1.00K | 0.00% | −33,975−99.9% | Reduced |
| Wells Fargo & Company | 39 | $1.00K | 0.00% | −26,077−99.9% | Reduced |
| New York State Common Retirement Fund | 52 | $1.00K | 0.00% | −6,648−99.2% | Reduced |
| EAM Investors, LLC | 0 | $0 | 0.00% | −53,345−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −16,535−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −16,190−100.0% | Sold out |
| Dalton Greiner Hartman Maher & Co | 0 | $0 | 0.00% | −14,255−100.0% | Sold out |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −10,003−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −9,419−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −4,047−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −3,642−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −1,944−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −549−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −552−100.0% | Sold out |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −557−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −416−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −219−100.0% | Sold out |