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, Q1 2022
Institutional positions in First Western Financial Inc as of Mar 31, 2022. 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
- 61
- +9 vs. Q4 2021
- Shares held
- 4.35M
- +411.2K (+10.4%) vs. Q4 2021
- Total value
- $136.1M
- +$16.5M (+13.8%) vs. Q4 2021
- New holders
- 12
- 24 more added
- Sold out
- 3
- 11 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding First Western Financial Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Banc Funds Co LLC | 740,253 | $23.1M | 1.82% | +29,836+4.2% | Added |
| Basswood Capital Management, L.L.C. | 522,042 | $16.3M | 0.78% | +23,989+4.8% | Added |
| FJ Capital Management LLC | 369,263 | $11.5M | 0.99% | +263+0.1% | Added |
| Kennedy Capital Management, Inc. | 331,293 | $10.4M | 0.24% | −34,472−9.4% | Reduced |
| Vanguard Group Inc | 266,969 | $8.35M | 0.00% | +13,855+5.5% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 258,019 | $8.07M | 2.93% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 234,300 | $7.32M | 0.42% | 00.0% | Unchanged |
| Tieton Capital Management, LLC | 181,149 | $5.66M | 3.13% | −1,735−0.9% | Reduced |
| First Western Trust Bank | 143,487 | $4.51M | 0.23% | +143,487 | New |
| Franklin Resources Inc | 110,706 | $3.46M | 0.00% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 94,822 | $2.96M | 0.18% | −8,161−7.9% | Reduced |
| Stifel Financial Corp | 77,000 | $2.41M | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 72,282 | $2.26M | 0.00% | +28,427+64.8% | Added |
| Alliancebernstein L.P. | 65,100 | $2.04M | 0.00% | +51,728+386.8% | Added |
| Geode Capital Management, LLC | 55,996 | $1.75M | 0.00% | +1,492+2.7% | Added |
| Cherry Creek Investment Advisors, Inc. | 54,940 | $1.72M | 1.13% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 46,587 | $1.46M | 0.00% | +7,526+19.3% | Added |
| River Oaks Capital LLC | 45,499 | $1.42M | 1.38% | −501−1.1% | Reduced |
| Biltmore Family Office, LLC | 45,316 | $1.42M | 0.30% | 00.0% | Unchanged |
| Family Management Corp | 39,328 | $1.23M | 0.34% | +39,328 | New |
| Bridgeway Capital Management, LLC | 38,624 | $1.21M | 0.02% | +1,473+4.0% | Added |
| Mendon Capital Advisors Corp | 35,941 | $1.12M | 0.37% | −20,000−35.8% | Reduced |
| Diamond Hill Capital Management Inc | 31,221 | $976.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 29,353 | $963.0K | 0.00% | +21,711+284.1% | Added |
| BlackRock Inc. | 29,533 | $924.0K | 0.00% | +601+2.1% | Added |
| State Street Corp | 29,224 | $914.0K | 0.00% | +5,612+23.8% | Added |
| Raymond James & Associates | 25,000 | $782.0K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 23,926 | $748.0K | 0.01% | +23,926 | New |
| Susquehanna International Group, LLP | 23,510 | $735.0K | 0.00% | +2,927+14.2% | Added |
| Renaissance Technologies LLC | 22,752 | $711.0K | 0.00% | +7,552+49.7% | Added |
| Jacobs Levy Equity Management, Inc | 21,913 | $685.0K | 0.00% | −4,383−16.7% | Reduced |
| Two Sigma Investments, LP | 20,554 | $643.0K | 0.00% | +6,700+48.4% | Added |
| Northern Trust Corp | 19,544 | $611.0K | 0.00% | +8,316+74.1% | Added |
| Goldman Sachs Group Inc | 18,478 | $578.0K | 0.00% | +11,593+168.4% | Added |
| Two Sigma Advisers, LP | 18,200 | $569.0K | 0.00% | +6,300+52.9% | Added |
| ELCO Management Co., LLC | 17,545 | $548.0K | 0.37% | 00.0% | Unchanged |
| Riverwater Partners LLC | 17,480 | $546.0K | 0.90% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 13,924 | $435.0K | 0.03% | +13,924 | New |
| BHZ Capital Management, LP | 13,886 | $434.0K | 0.17% | −30,376−68.6% | Reduced |
| HSBC Holdings PLC | 13,281 | $420.0K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 12,892 | $403.0K | 1.36% | −5,017−28.0% | Reduced |
| Acadian Asset Management LLC | 12,250 | $381.0K | 0.00% | +3,030+32.9% | Added |
| Segall Bryant & Hamill, LLC | 11,644 | $364.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 9,859 | $308.0K | 0.00% | +9,859 | New |
| Squarepoint Ops LLC | 9,493 | $297.0K | 0.00% | +9,493 | New |
| Weiss Asset Management LP | 9,000 | $281.0K | 0.01% | +9,000 | New |
| Man Group plc | 8,901 | $278.0K | 0.00% | +8,901 | New |
| 683 Capital Management, LLC | 8,676 | $271.0K | 0.02% | +8,676 | New |
| LMR Partners LLP | 7,613 | $238.0K | 0.00% | +7,613 | New |
| Morgan Stanley | 6,875 | $215.0K | 0.00% | +3,258+90.1% | Added |
| Bank of America Corp | 6,633 | $207.0K | 0.00% | −527−7.4% | Reduced |
| Citigroup Inc | 5,545 | $173.0K | 0.00% | +5,545 | New |
| JPMorgan Chase & Co | 5,242 | $164.0K | 0.00% | +5,033+2,408.1% | Added |
| Royal Bank of Canada | 5,003 | $156.0K | 0.00% | −699−12.3% | Reduced |
| Wells Fargo & Company | 4,392 | $137.0K | 0.00% | +2,006+84.1% | Added |
| Advisor Group Holdings, Inc. | 4,064 | $127.0K | 0.00% | +4,064 | New |
| Barclays PLC | 3,066 | $96.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,359 | $42.0K | 0.00% | +358+35.8% | Added |
| Tower Research Capital LLC (TRC) | 902 | $28.0K | 0.00% | +768+573.1% | Added |
| Federated Hermes, Inc. | 462 | $14.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 50 | $1.56K | 0.00% | −149−74.9% | Reduced |
| Fourthstone LLC | 0 | $0 | 0.00% | −9,882−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −882−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Second Curve Capital LLC | – | – | – | – | Not filed |