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 |
|---|---|---|---|---|---|
| FMR LLC | 15 | $0 | 0.00% | +15 | New |
| Wells Fargo & Company | 36 | $1.00K | 0.00% | −3−7.7% | Reduced |
| UBS Group AG | 105 | $3.00K | 0.00% | −386−78.6% | Reduced |
| Public Employees Retirement System of Ohio | 199 | $6.00K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 211 | $6.12K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 462 | $13.0K | 0.00% | −1−0.2% | Reduced |
| Optiver Holding B.V. | 882 | $25.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,000 | $87.0K | 0.00% | −753−20.1% | Reduced |
| Morgan Stanley | 3,590 | $103.0K | 0.00% | −1,170−24.6% | Reduced |
| Barclays PLC | 3,905 | $112.0K | 0.00% | −764−16.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,753 | $137.0K | 0.00% | −2,434−33.9% | Reduced |
| Bank of America Corp | 7,229 | $209.0K | 0.00% | −1,051−12.7% | Reduced |
| Victory Capital Management Inc | 7,607 | $219.0K | 0.00% | +7,607 | New |
| Acadian Asset Management LLC | 9,220 | $265.0K | 0.00% | −3,785−29.1% | Reduced |
| Susquehanna International Group, LLP | 10,182 | $295.0K | 0.00% | +10,182 | New |
| Northern Trust Corp | 11,228 | $324.0K | 0.00% | −648−5.5% | Reduced |
| Segall Bryant & Hamill, LLC | 11,644 | $336.0K | 0.00% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 11,810 | $341.0K | 0.05% | +11,810 | New |
| HSBC Holdings PLC | 13,281 | $381.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 13,520 | $391.0K | 0.00% | −1,809−11.8% | Reduced |
| Mendon Capital Advisors Corp | 15,941 | $459.0K | 0.16% | −862−5.1% | Reduced |
| Ergoteles LLC | 16,362 | $474.0K | 0.02% | +362+2.3% | Added |
| ELCO Management Co., LLC | 17,545 | $506.0K | 0.39% | +90+0.5% | Added |
| Mesirow Financial Investment Management, Inc. | 17,909 | $517.0K | 1.52% | +17,909 | New |
| Second Curve Capital LLC | 21,818 | $629.0K | 0.78% | +21,818 | New |
| State Street Corp | 23,600 | $684.0K | 0.00% | −142−0.6% | Reduced |
| Raymond James & Associates | 25,000 | $721.0K | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 26,465 | $764.0K | 0.01% | −2,066−7.2% | Reduced |
| BlackRock Inc. | 28,308 | $816.0K | 0.00% | −6,056−17.6% | Reduced |
| Diamond Hill Capital Management Inc | 31,221 | $905.0K | 0.00% | +6,244+25.0% | Added |
| Bridgeway Capital Management, LLC | 37,272 | $1.08M | 0.02% | +2,321+6.6% | Added |
| Dimensional Fund Advisors LP | 38,478 | $1.11M | 0.00% | +6,040+18.6% | Added |
| Millennium Management LLC | 41,148 | $1.19M | 0.00% | −29,459−41.7% | Reduced |
| BHZ Capital Management, LP | 44,361 | $1.28M | 0.47% | +1,838+4.3% | Added |
| Biltmore Family Office, LLC | 45,316 | $1.31M | 0.32% | +26,316+138.5% | Added |
| Cherry Creek Investment Advisors, Inc. | 51,939 | $1.50M | 1.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 54,504 | $1.58M | 0.00% | +124+0.2% | Added |
| Stifel Financial Corp | 77,000 | $2.22M | 0.00% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 109,562 | $3.16M | 0.17% | +17,011+18.4% | Added |
| Franklin Resources Inc | 110,706 | $3.21M | 0.00% | 00.0% | Unchanged |
| Tieton Capital Management, LLC | 198,814 | $5.74M | 3.12% | +31,735+19.0% | Added |
| Punch & Associates Investment Management, Inc. | 226,700 | $6.54M | 0.37% | +4,800+2.2% | Added |
| Vanguard Group Inc | 253,459 | $7.31M | 0.00% | +7,298+3.0% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 258,019 | $7.44M | 2.62% | 00.0% | Unchanged |
| FJ Capital Management LLC | 369,000 | $10.7M | 0.92% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 378,982 | $10.9M | 0.24% | −21,860−5.5% | Reduced |
| Basswood Capital Management, L.L.C. | 382,150 | $11.0M | 0.45% | +151,410+65.6% | Added |
| Banc Funds Co LLC | 709,917 | $20.5M | 1.57% | +30,800+4.5% | Added |
| 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 |