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Livermore
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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, Q4 2021

Institutional positions in First Western Financial Inc as of Dec 31, 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
53
+5 vs. Q3 2021
Shares held
3.98M
+253.4K (+6.8%) vs. Q3 2021
Total value
$120.8M
+$13.3M (+12.3%) vs. Q3 2021
New holders
10
16 more added
Sold out
5
10 more reduced

Compare with Q3 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.

Institutional holdersQ4 2021: 53 institutions
Q1 2021: 56 institutionsQ2 2021: 50 institutionsQ3 2021: 48 institutionsQ4 2021: 53 institutionsQ1 2022: 61 institutionsQ2 2022: 70 institutionsQ3 2022: 64 institutionsQ4 2022: 62 institutionsQ1 2023: 59 institutionsQ2 2023: 59 institutionsQ3 2023: 58 institutionsQ4 2023: 60 institutionsQ1 2024: 57 institutionsQ2 2024: 63 institutionsQ3 2024: 71 institutionsQ4 2024: 67 institutionsQ1 2025: 71 institutionsQ2 2025: 83 institutionsQ3 2025: 92 institutionsQ4 2025: 94 institutionsQ1 2026: 95 institutionsQ2 2026: 103 institutions
Value heldQ4 2021: $120.8M
Q1 2021: $95.3MQ2 2021: $94.5MQ3 2021: $107.5MQ4 2021: $120.8MQ1 2022: $136.1MQ2 2022: $130.2MQ3 2022: $120.1MQ4 2022: $137.3MQ1 2023: $96.6MQ2 2023: $94.9MQ3 2023: $96.0MQ4 2023: $106.8MQ1 2024: $80.3MQ2 2024: $95.3MQ3 2024: $112.0MQ4 2024: $115.2MQ1 2025: $114.2MQ2 2025: $135.4MQ3 2025: $145.0MQ4 2025: $173.7MQ1 2026: $163.4MQ2 2026: $214.6M
Institutions holding MYFW and their total value by quarter
QuarterHoldersValue
Q2 2026103$214.6M
Q1 202695$163.4M
Q4 202594$173.7M
Q3 202592$145.0M
Q2 202583$135.4M
Q1 202571$114.2M
Q4 202467$115.2M
Q3 202471$112.0M
Q2 202463$95.3M
Q1 202457$80.3M
Q4 202360$106.8M
Q3 202358$96.0M
Q2 202359$94.9M
Q1 202359$96.6M
Q4 202262$137.3M
Q3 202264$120.1M
Q2 202270$130.2M
Q1 202261$136.1M
Q4 202153$120.8M
Q3 202148$107.5M
Q2 202150$94.5M
Q1 202156$95.3M

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding First Western Financial Inc; share changes are against Q3 2021.

Institutions holding MYFW in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Banc Funds Co LLC710,417$21.6M1.62%+500+0.1%Added
Basswood Capital Management, L.L.C.498,053$15.1M0.69%+115,903+30.3%Added
FJ Capital Management LLC369,000$11.2M0.94%00.0%Unchanged
Kennedy Capital Management, Inc.365,765$11.1M0.23%−13,217−3.5%Reduced
Elizabeth Park Capital Advisors, Ltd.258,019$7.83M3.01%00.0%Unchanged
Vanguard Group Inc253,114$7.68M0.00%−345−0.1%Reduced
Punch & Associates Investment Management, Inc.234,300$7.11M0.37%+7,600+3.4%Added
Tieton Capital Management, LLC182,884$5.55M3.11%−15,930−8.0%Reduced
Franklin Resources Inc110,706$3.36M0.00%00.0%Unchanged
Obermeyer Wood Investment Counsel, LLLP102,983$3.13M0.17%−6,579−6.0%Reduced
Stifel Financial Corp77,000$2.34M0.00%00.0%Unchanged
Mendon Capital Advisors Corp55,941$1.70M0.49%+40,000+250.9%Added
Cherry Creek Investment Advisors, Inc.54,940$1.67M1.04%+3,001+5.8%Added
Geode Capital Management, LLC54,504$1.65M0.00%00.0%Unchanged
River Oaks Capital LLC46,000$1.40M1.29%+46,000New
Biltmore Family Office, LLC45,316$1.38M0.26%00.0%Unchanged
BHZ Capital Management, LP44,262$1.34M0.53%−99−0.2%Reduced
Millennium Management LLC43,855$1.33M0.00%+2,707+6.6%Added
Dimensional Fund Advisors LP39,061$1.19M0.00%+583+1.5%Added
Bridgeway Capital Management, LLC37,151$1.13M0.02%−121−0.3%Reduced
Second Curve Capital LLC36,818$1.12M1.20%+15,000+68.8%Added
Diamond Hill Capital Management Inc31,221$948.0K0.00%00.0%Unchanged
BlackRock Inc.28,932$879.0K0.00%+624+2.2%Added
Jacobs Levy Equity Management, Inc26,296$798.0K0.01%−169−0.6%Reduced
Raymond James & Associates25,000$759.0K0.00%00.0%Unchanged
State Street Corp23,612$717.0K0.00%+12+0.1%Added
Susquehanna International Group, LLP20,583$625.0K0.00%+10,401+102.2%Added
Mesirow Financial Investment Management, Inc.17,909$544.0K1.57%00.0%Unchanged
ELCO Management Co., LLC17,545$533.0K0.38%00.0%Unchanged
Riverwater Partners LLC17,480$531.0K0.47%+17,480New
Renaissance Technologies LLC15,200$461.0K0.00%+15,200New
Two Sigma Investments, LP13,854$421.0K0.00%+13,854New
Alliancebernstein L.P.13,372$406.0K0.00%+13,372New
HSBC Holdings PLC13,281$396.0K0.00%00.0%Unchanged
Two Sigma Advisers, LP11,900$361.0K0.00%+11,900New
Segall Bryant & Hamill, LLC11,644$354.0K0.00%00.0%Unchanged
Northern Trust Corp11,228$341.0K0.00%00.0%Unchanged
Fourthstone LLC9,882$300.0K0.11%+9,882New
Acadian Asset Management LLC9,220$279.0K0.00%00.0%Unchanged
Victory Capital Management Inc7,642$232.0K0.00%+35+0.5%Added
Bank of America Corp7,160$217.0K0.00%−69−1.0%Reduced
Goldman Sachs Group Inc6,885$209.0K0.00%+6,885New
Royal Bank of Canada5,702$173.0K0.00%+2,702+90.1%Added
Morgan Stanley3,617$110.0K0.00%+27+0.8%Added
Barclays PLC3,066$93.0K0.00%−839−21.5%Reduced
Wells Fargo & Company2,386$72.0K0.00%+2,350+6,527.8%Added
UBS Group AG1,001$30.0K0.00%+896+853.3%Added
Optiver Holding B.V.882$25.0K0.00%00.0%Unchanged
Federated Hermes, Inc.462$14.0K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA199$6.04K0.00%−12−5.7%Reduced
Public Employees Retirement System of Ohio199$6.00K0.00%00.0%Unchanged
JPMorgan Chase & Co209$6.00K0.00%+209New
Tower Research Capital LLC (TRC)134$4.00K0.00%+134New
Ergoteles LLC0$00.00%−16,362−100.0%Sold out
HRT Financial LP0$00.00%−13,520−100.0%Sold out
Sawtooth Solutions, LLC0$00.00%−11,810−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−4,753−100.0%Sold out
FMR LLC0$00.00%−15−100.0%Sold out