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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 50 | $1.56K | 0.00% | −149−74.9% | Reduced |
| Federated Hermes, Inc. | 462 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 902 | $28.0K | 0.00% | +768+573.1% | Added |
| UBS Group AG | 1,359 | $42.0K | 0.00% | +358+35.8% | Added |
| Barclays PLC | 3,066 | $96.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,064 | $127.0K | 0.00% | +4,064 | New |
| Wells Fargo & Company | 4,392 | $137.0K | 0.00% | +2,006+84.1% | Added |
| Royal Bank of Canada | 5,003 | $156.0K | 0.00% | −699−12.3% | Reduced |
| JPMorgan Chase & Co | 5,242 | $164.0K | 0.00% | +5,033+2,408.1% | Added |
| Citigroup Inc | 5,545 | $173.0K | 0.00% | +5,545 | New |
| Bank of America Corp | 6,633 | $207.0K | 0.00% | −527−7.4% | Reduced |
| Morgan Stanley | 6,875 | $215.0K | 0.00% | +3,258+90.1% | Added |
| LMR Partners LLP | 7,613 | $238.0K | 0.00% | +7,613 | New |
| 683 Capital Management, LLC | 8,676 | $271.0K | 0.02% | +8,676 | New |
| Man Group plc | 8,901 | $278.0K | 0.00% | +8,901 | New |
| Weiss Asset Management LP | 9,000 | $281.0K | 0.01% | +9,000 | New |
| Squarepoint Ops LLC | 9,493 | $297.0K | 0.00% | +9,493 | New |
| Citadel Advisors LLC | 9,859 | $308.0K | 0.00% | +9,859 | New |
| Segall Bryant & Hamill, LLC | 11,644 | $364.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 12,250 | $381.0K | 0.00% | +3,030+32.9% | Added |
| Mesirow Financial Investment Management, Inc. | 12,892 | $403.0K | 1.36% | −5,017−28.0% | Reduced |
| HSBC Holdings PLC | 13,281 | $420.0K | 0.00% | 00.0% | Unchanged |
| BHZ Capital Management, LP | 13,886 | $434.0K | 0.17% | −30,376−68.6% | Reduced |
| Sargent Bickham Lagudis LLC | 13,924 | $435.0K | 0.03% | +13,924 | New |
| Riverwater Partners LLC | 17,480 | $546.0K | 0.90% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 17,545 | $548.0K | 0.37% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 18,200 | $569.0K | 0.00% | +6,300+52.9% | Added |
| Goldman Sachs Group Inc | 18,478 | $578.0K | 0.00% | +11,593+168.4% | Added |
| Northern Trust Corp | 19,544 | $611.0K | 0.00% | +8,316+74.1% | Added |
| Two Sigma Investments, LP | 20,554 | $643.0K | 0.00% | +6,700+48.4% | Added |
| Jacobs Levy Equity Management, Inc | 21,913 | $685.0K | 0.00% | −4,383−16.7% | Reduced |
| Renaissance Technologies LLC | 22,752 | $711.0K | 0.00% | +7,552+49.7% | Added |
| Susquehanna International Group, LLP | 23,510 | $735.0K | 0.00% | +2,927+14.2% | Added |
| ExodusPoint Capital Management, LP | 23,926 | $748.0K | 0.01% | +23,926 | New |
| Raymond James & Associates | 25,000 | $782.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 29,224 | $914.0K | 0.00% | +5,612+23.8% | Added |
| BlackRock Inc. | 29,533 | $924.0K | 0.00% | +601+2.1% | Added |
| Victory Capital Management Inc | 29,353 | $963.0K | 0.00% | +21,711+284.1% | Added |
| Diamond Hill Capital Management Inc | 31,221 | $976.0K | 0.00% | 00.0% | Unchanged |
| Mendon Capital Advisors Corp | 35,941 | $1.12M | 0.37% | −20,000−35.8% | Reduced |
| Bridgeway Capital Management, LLC | 38,624 | $1.21M | 0.02% | +1,473+4.0% | Added |
| Family Management Corp | 39,328 | $1.23M | 0.34% | +39,328 | New |
| Biltmore Family Office, LLC | 45,316 | $1.42M | 0.30% | 00.0% | Unchanged |
| River Oaks Capital LLC | 45,499 | $1.42M | 1.38% | −501−1.1% | Reduced |
| Dimensional Fund Advisors LP | 46,587 | $1.46M | 0.00% | +7,526+19.3% | Added |
| Cherry Creek Investment Advisors, Inc. | 54,940 | $1.72M | 1.13% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 55,996 | $1.75M | 0.00% | +1,492+2.7% | Added |
| Alliancebernstein L.P. | 65,100 | $2.04M | 0.00% | +51,728+386.8% | Added |
| Millennium Management LLC | 72,282 | $2.26M | 0.00% | +28,427+64.8% | Added |
| Stifel Financial Corp | 77,000 | $2.41M | 0.00% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 94,822 | $2.96M | 0.18% | −8,161−7.9% | Reduced |
| Franklin Resources Inc | 110,706 | $3.46M | 0.00% | 00.0% | Unchanged |
| First Western Trust Bank | 143,487 | $4.51M | 0.23% | +143,487 | New |
| Tieton Capital Management, LLC | 181,149 | $5.66M | 3.13% | −1,735−0.9% | Reduced |
| Punch & Associates Investment Management, Inc. | 234,300 | $7.32M | 0.42% | 00.0% | Unchanged |
| Elizabeth Park Capital Advisors, Ltd. | 258,019 | $8.07M | 2.93% | 00.0% | Unchanged |
| Vanguard Group Inc | 266,969 | $8.35M | 0.00% | +13,855+5.5% | Added |
| Kennedy Capital Management, Inc. | 331,293 | $10.4M | 0.24% | −34,472−9.4% | Reduced |
| FJ Capital Management LLC | 369,263 | $11.5M | 0.99% | +263+0.1% | Added |
| Basswood Capital Management, L.L.C. | 522,042 | $16.3M | 0.78% | +23,989+4.8% | Added |
| Banc Funds Co LLC | 740,253 | $23.1M | 1.82% | +29,836+4.2% | Added |
| 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 |