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 |
|---|---|---|---|---|---|
| Credit Suisse AG | 4 | $0 | 0.00% | +4 | New |
| UBS Group AG | 249 | $7.00K | 0.00% | −1,110−81.7% | Reduced |
| Federated Hermes, Inc. | 363 | $10.0K | 0.00% | −99−21.4% | Reduced |
| Citigroup Inc | 496 | $13.0K | 0.00% | −5,049−91.1% | Reduced |
| Metropolitan Life Insurance Co | 490 | $13.3K | 0.00% | +490 | New |
| Ameritas Investment Partners, Inc. | 592 | $16.0K | 0.00% | +592 | New |
| Legal & General Group Plc | 658 | $18.0K | 0.00% | +658 | New |
| Amalgamated Bank | 1,000 | $27.0K | 0.00% | +1,000 | New |
| Bank of America Corp | 1,695 | $46.0K | 0.00% | −4,938−74.4% | Reduced |
| BNP Paribas Arbitrage, SA | 2,067 | $56.2K | 0.00% | +2,017+4,034.0% | Added |
| 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 |
| California State Teachers Retirement System | 3,376 | $92.0K | 0.00% | +3,376 | New |
| American International Group, Inc. | 3,695 | $100.0K | 0.00% | +3,695 | New |
| Deutsche Bank AG | 3,733 | $102.0K | 0.00% | +3,733 | New |
| MetLife Investment Management | 4,220 | $114.7K | 0.00% | +4,220 | New |
| Wells Fargo & Company | 4,443 | $121.0K | 0.00% | +51+1.2% | Added |
| Advisor Group Holdings, Inc. | 4,805 | $131.0K | 0.00% | +741+18.2% | Added |
| Royal Bank of Canada | 4,944 | $134.0K | 0.00% | −59−1.2% | Reduced |
| New York State Common Retirement Fund | 5,500 | $150.0K | 0.00% | +5,500 | New |
| Morgan Stanley | 6,343 | $173.0K | 0.00% | −532−7.7% | Reduced |
| Jump Financial, LLC | 7,500 | $204.0K | 0.01% | +7,500 | New |
| Invesco Ltd. | 8,859 | $241.0K | 0.00% | +8,859 | New |
| JPMorgan Chase & Co | 9,315 | $253.0K | 0.00% | +4,073+77.7% | Added |
| HSBC Holdings PLC | 10,254 | $280.0K | 0.00% | −3,027−22.8% | Reduced |
| Susquehanna International Group, LLP | 11,049 | $300.0K | 0.00% | −12,461−53.0% | Reduced |
| Rhumbline Advisers | 11,302 | $307.0K | 0.00% | +11,302 | New |
| ELCO Management Co., LLC | 11,604 | $316.0K | 0.26% | −5,941−33.9% | 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 |
| Mesirow Financial Investment Management, Inc. | 12,859 | $350.0K | 1.69% | −33−0.3% | Reduced |
| Sargent Bickham Lagudis LLC | 13,924 | $379.0K | 0.03% | 00.0% | Unchanged |
| Millennium Management LLC | 13,967 | $380.0K | 0.00% | −58,315−80.7% | Reduced |
| Riverwater Partners LLC | 15,372 | $418.0K | 0.42% | −2,108−12.1% | Reduced |
| Charles Schwab Investment Management Inc | 20,136 | $548.0K | 0.00% | +20,136 | New |
| Renaissance Technologies LLC | 20,600 | $560.0K | 0.00% | −2,152−9.5% | Reduced |
| Bank of New York Mellon Corp | 21,665 | $589.0K | 0.00% | +21,665 | New |
| Citadel Advisors LLC | 24,780 | $674.0K | 0.00% | +14,921+151.3% | Added |
| Raymond James & Associates | 25,857 | $703.0K | 0.00% | +857+3.4% | Added |
| Acadian Asset Management LLC | 27,237 | $741.0K | 0.00% | +14,987+122.3% | Added |
| Victory Capital Management Inc | 27,602 | $750.0K | 0.00% | −1,751−6.0% | Reduced |
| Diamond Hill Capital Management Inc | 31,221 | $849.0K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 31,864 | $866.0K | 0.00% | +31,864 | New |
| EAM Investors, LLC | 33,710 | $917.0K | 0.22% | +33,710 | New |
| Two Sigma Advisers, LP | 34,800 | $946.0K | 0.00% | +16,600+91.2% | Added |
| Family Management Corp | 39,328 | $1.07M | 0.30% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 39,464 | $1.07M | 0.00% | +18,910+92.0% | Added |
| River Oaks Capital LLC | 41,277 | $1.12M | 1.20% | −4,222−9.3% | Reduced |
| Biltmore Family Office, LLC | 45,316 | $1.23M | 0.31% | 00.0% | Unchanged |
| North Reef Capital Management LP | 47,714 | $1.30M | 0.36% | +47,714 | New |
| Obermeyer Wood Investment Counsel, LLLP | 52,822 | $1.44M | 0.11% | −42,000−44.3% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 54,940 | $1.49M | 1.20% | 00.0% | Unchanged |
| Northern Trust Corp | 72,048 | $1.96M | 0.00% | +52,504+268.6% | Added |
| Dimensional Fund Advisors LP | 72,086 | $1.96M | 0.00% | +25,499+54.7% | Added |
| Stifel Financial Corp | 77,000 | $2.09M | 0.00% | 00.0% | Unchanged |
| State Street Corp | 84,371 | $2.29M | 0.00% | +55,147+188.7% | Added |
| Franklin Resources Inc | 110,706 | $3.01M | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 122,307 | $3.33M | 0.00% | +66,311+118.4% | Added |
| First Western Trust Bank | 130,561 | $3.60M | 0.24% | −12,926−9.0% | Reduced |
| Bridgeway Capital Management, LLC | 135,624 | $3.69M | 0.08% | +97,000+251.1% | Added |
| Tieton Capital Management, LLC | 177,294 | $4.82M | 3.34% | −3,855−2.1% | Reduced |
| Basswood Capital Management, L.L.C. | 178,828 | $4.86M | 0.31% | −343,214−65.7% | Reduced |
| Punch & Associates Investment Management, Inc. | 208,400 | $5.67M | 0.40% | −25,900−11.1% | Reduced |
| Alliancebernstein L.P. | 221,348 | $6.02M | 0.00% | +156,248+240.0% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 258,019 | $7.02M | 3.02% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 264,964 | $7.20M | 0.20% | −66,329−20.0% | Reduced |
| Vanguard Group Inc | 353,224 | $9.60M | 0.00% | +86,255+32.3% | Added |
| FJ Capital Management LLC | 369,000 | $10.0M | 1.00% | −263−0.1% | Reduced |
| BlackRock Inc. | 399,879 | $10.9M | 0.00% | +370,346+1,254.0% | Added |
| Banc Funds Co LLC | 728,386 | $19.8M | 1.79% | −11,867−1.6% | Reduced |
| 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 |