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, Q3 2021
Institutional positions in First Western Financial Inc as of Sep 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
- 48
- −2 vs. Q2 2021
- Shares held
- 3.72M
- +76.0K (+2.1%) vs. Q2 2021
- Total value
- $107.5M
- +$13.0M (+13.8%) vs. Q2 2021
- New holders
- 6
- 14 more added
- Sold out
- 8
- 17 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding First Western Financial Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Banc Funds Co LLC | 709,917 | $20.5M | 1.57% | +30,800+4.5% | Added |
| Basswood Capital Management, L.L.C. | 382,150 | $11.0M | 0.45% | +151,410+65.6% | Added |
| Kennedy Capital Management, Inc. | 378,982 | $10.9M | 0.24% | −21,860−5.5% | Reduced |
| FJ Capital Management LLC | 369,000 | $10.7M | 0.92% | 00.0% | Unchanged |
| Elizabeth Park Capital Advisors, Ltd. | 258,019 | $7.44M | 2.62% | 00.0% | Unchanged |
| Vanguard Group Inc | 253,459 | $7.31M | 0.00% | +7,298+3.0% | Added |
| Punch & Associates Investment Management, Inc. | 226,700 | $6.54M | 0.37% | +4,800+2.2% | Added |
| Tieton Capital Management, LLC | 198,814 | $5.74M | 3.12% | +31,735+19.0% | Added |
| Franklin Resources Inc | 110,706 | $3.21M | 0.00% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 109,562 | $3.16M | 0.17% | +17,011+18.4% | Added |
| Stifel Financial Corp | 77,000 | $2.22M | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 54,504 | $1.58M | 0.00% | +124+0.2% | Added |
| Cherry Creek Investment Advisors, Inc. | 51,939 | $1.50M | 1.00% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 45,316 | $1.31M | 0.32% | +26,316+138.5% | Added |
| BHZ Capital Management, LP | 44,361 | $1.28M | 0.47% | +1,838+4.3% | Added |
| Millennium Management LLC | 41,148 | $1.19M | 0.00% | −29,459−41.7% | Reduced |
| Dimensional Fund Advisors LP | 38,478 | $1.11M | 0.00% | +6,040+18.6% | Added |
| Bridgeway Capital Management, LLC | 37,272 | $1.08M | 0.02% | +2,321+6.6% | Added |
| Diamond Hill Capital Management Inc | 31,221 | $905.0K | 0.00% | +6,244+25.0% | Added |
| BlackRock Inc. | 28,308 | $816.0K | 0.00% | −6,056−17.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 26,465 | $764.0K | 0.01% | −2,066−7.2% | Reduced |
| Raymond James & Associates | 25,000 | $721.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 23,600 | $684.0K | 0.00% | −142−0.6% | Reduced |
| Second Curve Capital LLC | 21,818 | $629.0K | 0.78% | +21,818 | New |
| Mesirow Financial Investment Management, Inc. | 17,909 | $517.0K | 1.52% | +17,909 | New |
| ELCO Management Co., LLC | 17,545 | $506.0K | 0.39% | +90+0.5% | Added |
| Ergoteles LLC | 16,362 | $474.0K | 0.02% | +362+2.3% | Added |
| Mendon Capital Advisors Corp | 15,941 | $459.0K | 0.16% | −862−5.1% | Reduced |
| HRT Financial LP | 13,520 | $391.0K | 0.00% | −1,809−11.8% | Reduced |
| HSBC Holdings PLC | 13,281 | $381.0K | 0.00% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 11,810 | $341.0K | 0.05% | +11,810 | New |
| Segall Bryant & Hamill, LLC | 11,644 | $336.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 11,228 | $324.0K | 0.00% | −648−5.5% | Reduced |
| Susquehanna International Group, LLP | 10,182 | $295.0K | 0.00% | +10,182 | New |
| Acadian Asset Management LLC | 9,220 | $265.0K | 0.00% | −3,785−29.1% | Reduced |
| Victory Capital Management Inc | 7,607 | $219.0K | 0.00% | +7,607 | New |
| Bank of America Corp | 7,229 | $209.0K | 0.00% | −1,051−12.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,753 | $137.0K | 0.00% | −2,434−33.9% | Reduced |
| Barclays PLC | 3,905 | $112.0K | 0.00% | −764−16.4% | Reduced |
| Morgan Stanley | 3,590 | $103.0K | 0.00% | −1,170−24.6% | Reduced |
| Royal Bank of Canada | 3,000 | $87.0K | 0.00% | −753−20.1% | Reduced |
| Optiver Holding B.V. | 882 | $25.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 462 | $13.0K | 0.00% | −1−0.2% | Reduced |
| BNP Paribas Arbitrage, SA | 211 | $6.12K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 199 | $6.00K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 105 | $3.00K | 0.00% | −386−78.6% | Reduced |
| Wells Fargo & Company | 36 | $1.00K | 0.00% | −3−7.7% | Reduced |
| FMR LLC | 15 | $0 | 0.00% | +15 | New |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −145,000−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Tibra Equities Europe Ltd | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −7,773−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,039−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −928−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −41−100.0% | Sold out |