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, Q2 2022
Institutional positions in First Western Financial Inc as of Jun 30, 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
- 70
- +10 vs. Q1 2022
- Shares held
- 4.79M
- +471.7K (+10.9%) vs. Q1 2022
- Total value
- $130.2M
- −$4.76M (−3.5%) vs. Q1 2022
- New holders
- 18
- 18 more added
- Sold out
- 8
- 25 more reduced
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding First Western Financial Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Banc Funds Co LLC | 728,386 | $19.8M | 1.79% | −11,867−1.6% | Reduced |
| BlackRock Inc. | 399,879 | $10.9M | 0.00% | +370,346+1,254.0% | Added |
| FJ Capital Management LLC | 369,000 | $10.0M | 1.00% | −263−0.1% | Reduced |
| Vanguard Group Inc | 353,224 | $9.60M | 0.00% | +86,255+32.3% | Added |
| Kennedy Capital Management, Inc. | 264,964 | $7.20M | 0.20% | −66,329−20.0% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 258,019 | $7.02M | 3.02% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 221,348 | $6.02M | 0.00% | +156,248+240.0% | Added |
| Punch & Associates Investment Management, Inc. | 208,400 | $5.67M | 0.40% | −25,900−11.1% | Reduced |
| Basswood Capital Management, L.L.C. | 178,828 | $4.86M | 0.31% | −343,214−65.7% | Reduced |
| Tieton Capital Management, LLC | 177,294 | $4.82M | 3.34% | −3,855−2.1% | Reduced |
| Bridgeway Capital Management, LLC | 135,624 | $3.69M | 0.08% | +97,000+251.1% | Added |
| First Western Trust Bank | 130,561 | $3.60M | 0.24% | −12,926−9.0% | Reduced |
| Geode Capital Management, LLC | 122,307 | $3.33M | 0.00% | +66,311+118.4% | Added |
| Franklin Resources Inc | 110,706 | $3.01M | 0.00% | 00.0% | Unchanged |
| State Street Corp | 84,371 | $2.29M | 0.00% | +55,147+188.7% | Added |
| Stifel Financial Corp | 77,000 | $2.09M | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 72,086 | $1.96M | 0.00% | +25,499+54.7% | Added |
| Northern Trust Corp | 72,048 | $1.96M | 0.00% | +52,504+268.6% | Added |
| Cherry Creek Investment Advisors, Inc. | 54,940 | $1.49M | 1.20% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 52,822 | $1.44M | 0.11% | −42,000−44.3% | Reduced |
| North Reef Capital Management LP | 47,714 | $1.30M | 0.36% | +47,714 | New |
| Biltmore Family Office, LLC | 45,316 | $1.23M | 0.31% | 00.0% | Unchanged |
| River Oaks Capital LLC | 41,277 | $1.12M | 1.20% | −4,222−9.3% | Reduced |
| Two Sigma Investments, LP | 39,464 | $1.07M | 0.00% | +18,910+92.0% | Added |
| Family Management Corp | 39,328 | $1.07M | 0.30% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 34,800 | $946.0K | 0.00% | +16,600+91.2% | Added |
| EAM Investors, LLC | 33,710 | $917.0K | 0.22% | +33,710 | New |
| Nuveen Asset Management, LLC | 31,864 | $866.0K | 0.00% | +31,864 | New |
| Diamond Hill Capital Management Inc | 31,221 | $849.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 27,602 | $750.0K | 0.00% | −1,751−6.0% | Reduced |
| Acadian Asset Management LLC | 27,237 | $741.0K | 0.00% | +14,987+122.3% | Added |
| Raymond James & Associates | 25,857 | $703.0K | 0.00% | +857+3.4% | Added |
| Citadel Advisors LLC | 24,780 | $674.0K | 0.00% | +14,921+151.3% | Added |
| Bank of New York Mellon Corp | 21,665 | $589.0K | 0.00% | +21,665 | New |
| Renaissance Technologies LLC | 20,600 | $560.0K | 0.00% | −2,152−9.5% | Reduced |
| Charles Schwab Investment Management Inc | 20,136 | $548.0K | 0.00% | +20,136 | New |
| Riverwater Partners LLC | 15,372 | $418.0K | 0.42% | −2,108−12.1% | Reduced |
| Millennium Management LLC | 13,967 | $380.0K | 0.00% | −58,315−80.7% | Reduced |
| Sargent Bickham Lagudis LLC | 13,924 | $379.0K | 0.03% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 12,859 | $350.0K | 1.69% | −33−0.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 11,656 | $317.0K | 0.00% | −10,257−46.8% | Reduced |
| Segall Bryant & Hamill, LLC | 11,644 | $317.0K | 0.00% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 11,604 | $316.0K | 0.26% | −5,941−33.9% | Reduced |
| Rhumbline Advisers | 11,302 | $307.0K | 0.00% | +11,302 | New |
| Susquehanna International Group, LLP | 11,049 | $300.0K | 0.00% | −12,461−53.0% | Reduced |
| HSBC Holdings PLC | 10,254 | $280.0K | 0.00% | −3,027−22.8% | Reduced |
| JPMorgan Chase & Co | 9,315 | $253.0K | 0.00% | +4,073+77.7% | Added |
| Invesco Ltd. | 8,859 | $241.0K | 0.00% | +8,859 | New |
| Jump Financial, LLC | 7,500 | $204.0K | 0.01% | +7,500 | New |
| Morgan Stanley | 6,343 | $173.0K | 0.00% | −532−7.7% | Reduced |
| New York State Common Retirement Fund | 5,500 | $150.0K | 0.00% | +5,500 | New |
| Royal Bank of Canada | 4,944 | $134.0K | 0.00% | −59−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 4,805 | $131.0K | 0.00% | +741+18.2% | Added |
| Wells Fargo & Company | 4,443 | $121.0K | 0.00% | +51+1.2% | Added |
| MetLife Investment Management | 4,220 | $114.7K | 0.00% | +4,220 | New |
| Deutsche Bank AG | 3,733 | $102.0K | 0.00% | +3,733 | New |
| American International Group, Inc. | 3,695 | $100.0K | 0.00% | +3,695 | New |
| California State Teachers Retirement System | 3,376 | $92.0K | 0.00% | +3,376 | New |
| Barclays PLC | 2,768 | $75.0K | 0.00% | −298−9.7% | Reduced |
| Tower Research Capital LLC (TRC) | 2,783 | $75.0K | 0.00% | +1,881+208.5% | Added |
| BNP Paribas Arbitrage, SA | 2,067 | $56.2K | 0.00% | +2,017+4,034.0% | Added |
| Bank of America Corp | 1,695 | $46.0K | 0.00% | −4,938−74.4% | Reduced |
| Amalgamated Bank | 1,000 | $27.0K | 0.00% | +1,000 | New |
| Legal & General Group Plc | 658 | $18.0K | 0.00% | +658 | New |
| Ameritas Investment Partners, Inc. | 592 | $16.0K | 0.00% | +592 | New |
| Metropolitan Life Insurance Co | 490 | $13.3K | 0.00% | +490 | New |
| Citigroup Inc | 496 | $13.0K | 0.00% | −5,049−91.1% | Reduced |
| Federated Hermes, Inc. | 363 | $10.0K | 0.00% | −99−21.4% | Reduced |
| UBS Group AG | 249 | $7.00K | 0.00% | −1,110−81.7% | Reduced |
| Credit Suisse AG | 4 | $0 | 0.00% | +4 | New |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −23,926−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −18,478−100.0% | Sold out |
| BHZ Capital Management, LP | 0 | $0 | 0.00% | −13,886−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −9,493−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −8,901−100.0% | Sold out |
| 683 Capital Management, LLC | 0 | $0 | 0.00% | −8,676−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −7,613−100.0% | Sold out |
| Mendon Capital Advisors Corp | – | – | – | – | Not filed |