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, Q3 2022
Institutional positions in First Western Financial Inc as of Sep 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
- 64
- −6 vs. Q2 2022
- Shares held
- 4.87M
- +84.5K (+1.8%) vs. Q2 2022
- Total value
- $120.1M
- −$10.1M (−7.8%) vs. Q2 2022
- New holders
- 3
- 21 more added
- Sold out
- 9
- 23 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding First Western Financial Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Banc Funds Co LLC | 728,386 | $18.0M | 1.65% | 00.0% | Unchanged |
| BlackRock Inc. | 407,204 | $10.0M | 0.00% | +7,325+1.8% | Added |
| FJ Capital Management LLC | 369,000 | $9.10M | 1.10% | 00.0% | Unchanged |
| Vanguard Group Inc | 345,988 | $8.53M | 0.00% | −7,236−2.0% | Reduced |
| Alliancebernstein L.P. | 295,213 | $7.28M | 0.00% | +73,865+33.4% | Added |
| North Reef Capital Management LP | 287,296 | $7.08M | 1.77% | +239,582+502.1% | Added |
| Kennedy Capital Management, Inc. | 263,406 | $6.49M | 0.19% | −1,558−0.6% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 234,019 | $5.77M | 2.64% | −24,000−9.3% | Reduced |
| Punch & Associates Investment Management, Inc. | 228,002 | $5.62M | 0.39% | +19,602+9.4% | Added |
| Tieton Capital Management, LLC | 177,314 | $4.37M | 3.08% | +200.0% | Added |
| First Western Trust Bank | 136,759 | $3.37M | 0.23% | +6,198+4.7% | Added |
| Bridgeway Capital Management, LLC | 134,151 | $3.31M | 0.09% | −1,473−1.1% | Reduced |
| Geode Capital Management, LLC | 128,094 | $3.16M | 0.00% | +5,787+4.7% | Added |
| Franklin Resources Inc | 110,706 | $2.73M | 0.00% | 00.0% | Unchanged |
| State Street Corp | 103,436 | $2.55M | 0.00% | +19,065+22.6% | Added |
| Dimensional Fund Advisors LP | 101,877 | $2.51M | 0.00% | +29,791+41.3% | Added |
| Stifel Financial Corp | 77,000 | $1.90M | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 71,588 | $1.76M | 0.00% | −460−0.6% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 55,940 | $1.38M | 1.14% | +1,000+1.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 52,822 | $1.30M | 0.11% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 45,316 | $1.12M | 0.26% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 43,191 | $1.06M | 0.00% | +33,876+363.7% | Added |
| Family Management Corp | 38,336 | $945.0K | 0.25% | −992−2.5% | Reduced |
| River Oaks Capital LLC | 32,997 | $813.0K | 0.89% | −8,280−20.1% | Reduced |
| Nuveen Asset Management, LLC | 31,776 | $783.0K | 0.00% | −88−0.3% | Reduced |
| Diamond Hill Capital Management Inc | 31,221 | $770.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 27,334 | $674.0K | 0.00% | −268−1.0% | Reduced |
| Raymond James & Associates | 25,000 | $616.0K | 0.00% | −857−3.3% | Reduced |
| Bank of New York Mellon Corp | 23,906 | $589.0K | 0.00% | +2,241+10.3% | Added |
| Two Sigma Investments, LP | 23,353 | $576.0K | 0.00% | −16,111−40.8% | Reduced |
| Two Sigma Advisers, LP | 22,000 | $542.0K | 0.00% | −12,800−36.8% | Reduced |
| Renaissance Technologies LLC | 21,000 | $518.0K | 0.00% | +400+1.9% | Added |
| Charles Schwab Investment Management Inc | 20,102 | $496.0K | 0.00% | −34−0.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 16,061 | $396.0K | 0.00% | +4,405+37.8% | Added |
| Citadel Advisors LLC | 16,032 | $395.0K | 0.00% | −8,748−35.3% | Reduced |
| Sargent Bickham Lagudis LLC | 13,924 | $343.0K | 0.03% | 00.0% | Unchanged |
| Morgan Stanley | 13,049 | $323.0K | 0.00% | +6,706+105.7% | Added |
| Mesirow Financial Investment Management, Inc. | 12,859 | $317.0K | 1.51% | 00.0% | Unchanged |
| Rhumbline Advisers | 11,938 | $294.0K | 0.00% | +636+5.6% | Added |
| Segall Bryant & Hamill, LLC | 11,644 | $287.0K | 0.00% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 11,604 | $286.0K | 0.23% | 00.0% | Unchanged |
| HSBC Holdings PLC | 10,254 | $254.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 9,361 | $230.0K | 0.00% | −17,876−65.6% | Reduced |
| Riverwater Partners LLC | 9,332 | $230.0K | 0.23% | −6,040−39.3% | Reduced |
| New York State Common Retirement Fund | 5,573 | $137.0K | 0.00% | +73+1.3% | Added |
| Royal Bank of Canada | 5,396 | $133.0K | 0.00% | +452+9.1% | Added |
| Wells Fargo & Company | 4,367 | $107.0K | 0.00% | −76−1.7% | Reduced |
| MetLife Investment Management | 4,220 | $104.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 3,749 | $92.0K | 0.00% | +54+1.5% | Added |
| Deutsche Bank AG | 3,210 | $79.0K | 0.00% | −523−14.0% | Reduced |
| California State Teachers Retirement System | 3,116 | $77.0K | 0.00% | −260−7.7% | Reduced |
| Barclays PLC | 2,707 | $66.0K | 0.00% | −61−2.2% | Reduced |
| BNP Paribas Arbitrage, SA | 2,547 | $62.8K | 0.00% | +480+23.2% | Added |
| Public Employees Retirement System of Ohio | 2,000 | $49.0K | 0.00% | +2,000 | New |
| Tower Research Capital LLC (TRC) | 1,322 | $33.0K | 0.00% | −1,461−52.5% | Reduced |
| Bank of America Corp | 1,112 | $28.0K | 0.00% | −583−34.4% | Reduced |
| Amalgamated Bank | 1,000 | $25.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 658 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 592 | $14.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 490 | $12.1K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 368 | $9.00K | 0.00% | +368 | New |
| Citigroup Inc | 121 | $3.00K | 0.00% | −375−75.6% | Reduced |
| Credit Suisse AG | 47 | $1.00K | 0.00% | +43+1,075.0% | Added |
| FMR LLC | 22 | $1.00K | 0.00% | +22 | New |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −178,828−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −33,710−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −13,967−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,049−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −8,859−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −4,805−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −363−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −249−100.0% | Sold out |