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 |
|---|---|---|---|---|---|
| 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 |
| Public Employees Retirement System of Ohio | 199 | $5.00K | 0.00% | +199 | New |
| BNP Paribas Arbitrage, SA | 211 | $5.46K | 0.00% | −3,077−93.6% | Reduced |
| Federated Hermes, Inc. | 463 | $12.0K | 0.00% | −32−6.5% | Reduced |
| UBS Group AG | 491 | $13.0K | 0.00% | −3,324−87.1% | Reduced |
| Optiver Holding B.V. | 882 | $23.0K | 0.00% | +882 | New |
| JPMorgan Chase & Co | 928 | $24.0K | 0.00% | −18,682−95.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,039 | $27.0K | 0.00% | +69+7.1% | Added |
| Royal Bank of Canada | 3,753 | $97.0K | 0.00% | +2,922+351.6% | Added |
| Barclays PLC | 4,669 | $120.0K | 0.00% | −3,620−43.7% | Reduced |
| Morgan Stanley | 4,760 | $123.0K | 0.00% | −2,644−35.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,187 | $186.0K | 0.00% | +614+9.3% | Added |
| Goldman Sachs Group Inc | 7,773 | $201.0K | 0.00% | +7,773 | New |
| Bank of America Corp | 8,280 | $214.0K | 0.00% | −6,060−42.3% | Reduced |
| Tibra Equities Europe Ltd | 11,600 | $300.0K | 0.09% | +11,600 | New |
| Segall Bryant & Hamill, LLC | 11,644 | $301.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 11,876 | $307.0K | 0.00% | −48,927−80.5% | Reduced |
| Acadian Asset Management LLC | 13,005 | $337.0K | 0.00% | −6,646−33.8% | Reduced |
| HSBC Holdings PLC | 13,281 | $342.0K | 0.00% | +670+5.3% | Added |
| HRT Financial LP | 15,329 | $396.0K | 0.00% | +15,329 | New |
| Ergoteles LLC | 16,000 | $414.0K | 0.01% | +16,000 | New |
| Mendon Capital Advisors Corp | 16,803 | $435.0K | 0.16% | −3,197−16.0% | Reduced |
| ELCO Management Co., LLC | 17,455 | $452.0K | 0.34% | −3,197−15.5% | Reduced |
| Biltmore Family Office, LLC | 19,000 | $492.0K | 0.14% | 00.0% | Unchanged |
| State Street Corp | 23,742 | $615.0K | 0.00% | −74,875−75.9% | Reduced |
| 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 |
| Jacobs Levy Equity Management, Inc | 28,531 | $739.0K | 0.01% | +1,888+7.1% | Added |
| Dimensional Fund Advisors LP | 32,438 | $840.0K | 0.00% | +11,741+56.7% | Added |
| BlackRock Inc. | 34,364 | $890.0K | 0.00% | −288,594−89.4% | Reduced |
| Bridgeway Capital Management, LLC | 34,951 | $905.0K | 0.02% | −5,000−12.5% | Reduced |
| RMB Capital Management, LLC | 40,000 | $1.04M | 0.03% | 00.0% | Unchanged |
| BHZ Capital Management, LP | 42,523 | $1.10M | 0.41% | +17,381+69.1% | Added |
| Cherry Creek Investment Advisors, Inc. | 51,939 | $1.34M | 0.88% | +51,939 | New |
| Geode Capital Management, LLC | 54,380 | $1.41M | 0.00% | −23,144−29.9% | Reduced |
| Millennium Management LLC | 70,607 | $1.83M | 0.00% | +70,607 | New |
| Stifel Financial Corp | 77,000 | $1.99M | 0.00% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 92,551 | $2.40M | 0.13% | 00.0% | Unchanged |
| Franklin Resources Inc | 110,706 | $2.87M | 0.00% | +42,200+61.6% | Added |
| Price T Rowe Associates Inc | 145,000 | $3.75M | 0.00% | +74,215+104.8% | Added |
| Tieton Capital Management, LLC | 167,079 | $4.33M | 2.30% | +125,694+303.7% | Added |
| Punch & Associates Investment Management, Inc. | 221,900 | $5.75M | 0.32% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 230,740 | $5.97M | 0.25% | +146,644+174.4% | Added |
| Vanguard Group Inc | 246,161 | $6.37M | 0.00% | +16,589+7.2% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 258,019 | $6.68M | 2.55% | −54,577−17.5% | Reduced |
| FJ Capital Management LLC | 369,000 | $9.56M | 0.80% | −300−0.1% | Reduced |
| Kennedy Capital Management, Inc. | 400,842 | $10.4M | 0.22% | −78,832−16.4% | Reduced |
| Banc Funds Co LLC | 679,117 | $17.6M | 1.29% | +25,010+3.8% | Added |
| 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 |