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