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, Q4 2022
Institutional positions in First Western Financial Inc as of Dec 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
- 62
- −2 vs. Q3 2022
- Shares held
- 4.88M
- +6.07K (+0.1%) vs. Q3 2022
- Total value
- $137.3M
- +$17.2M (+14.3%) vs. Q3 2022
- New holders
- 4
- 20 more added
- Sold out
- 6
- 22 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding First Western Financial Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Banc Funds Co LLC | 728,386 | $20.5M | 1.81% | 00.0% | Unchanged |
| BlackRock Inc. | 432,344 | $12.2M | 0.00% | +25,140+6.2% | Added |
| North Reef Capital Management LP | 411,092 | $11.6M | 1.27% | +123,796+43.1% | Added |
| FJ Capital Management LLC | 369,263 | $10.4M | 1.25% | +263+0.1% | Added |
| Vanguard Group Inc | 357,181 | $10.1M | 0.00% | +11,193+3.2% | Added |
| Alliancebernstein L.P. | 297,910 | $8.39M | 0.00% | +2,697+0.9% | Added |
| Punch & Associates Investment Management, Inc. | 230,102 | $6.48M | 0.42% | +2,100+0.9% | Added |
| Kennedy Capital Management, Inc. | 225,752 | $6.35M | 0.18% | −37,654−14.3% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 222,509 | $6.26M | 2.80% | −11,510−4.9% | Reduced |
| Tieton Capital Management, LLC | 174,641 | $4.92M | 3.25% | −2,673−1.5% | Reduced |
| Geode Capital Management, LLC | 138,468 | $3.90M | 0.00% | +10,374+8.1% | Added |
| Bridgeway Capital Management, LLC | 134,151 | $3.78M | 0.10% | 00.0% | Unchanged |
| First Western Trust Bank | 126,772 | $3.57M | 0.20% | −9,987−7.3% | Reduced |
| Dimensional Fund Advisors LP | 112,344 | $3.16M | 0.00% | +10,467+10.3% | Added |
| Franklin Resources Inc | 110,706 | $3.12M | 0.00% | 00.0% | Unchanged |
| State Street Corp | 107,774 | $3.03M | 0.00% | +4,338+4.2% | Added |
| Stifel Financial Corp | 77,000 | $2.17M | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 63,292 | $1.78M | 0.00% | −8,296−11.6% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 55,940 | $1.57M | 1.22% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 45,316 | $1.28M | 0.26% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 42,435 | $1.19M | 0.09% | −10,387−19.7% | Reduced |
| Family Management Corp | 33,912 | $954.6K | 0.23% | −4,424−11.5% | Reduced |
| JPMorgan Chase & Co | 33,027 | $929.0K | 0.00% | −10,164−23.5% | Reduced |
| Diamond Hill Capital Management Inc | 31,221 | $878.9K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 28,581 | $804.6K | 0.00% | +4,675+19.6% | Added |
| Raymond James & Associates | 25,000 | $703.8K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 21,458 | $604.0K | 0.00% | −10,318−32.5% | Reduced |
| Charles Schwab Investment Management Inc | 20,696 | $582.6K | 0.00% | +594+3.0% | Added |
| Renaissance Technologies LLC | 19,300 | $543.0K | 0.00% | −1,700−8.1% | Reduced |
| Invesco Ltd. | 18,218 | $512.8K | 0.00% | +18,218 | New |
| Victory Capital Management Inc | 15,056 | $423.8K | 0.00% | −12,278−44.9% | Reduced |
| Sargent Bickham Lagudis LLC | 13,924 | $392.0K | 0.03% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 12,859 | $362.0K | 1.52% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 12,466 | $350.9K | 0.26% | +12,466 | New |
| Two Sigma Advisers, LP | 12,200 | $343.4K | 0.00% | −9,800−44.5% | Reduced |
| Rhumbline Advisers | 12,003 | $338.0K | 0.00% | +65+0.5% | Added |
| ELCO Management Co., LLC | 11,650 | $327.9K | 0.25% | +46+0.4% | Added |
| Segall Bryant & Hamill, LLC | 11,644 | $327.0K | 0.00% | 00.0% | Unchanged |
| Riverwater Partners LLC | 9,332 | $262.7K | 0.22% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 7,695 | $216.6K | 0.00% | −8,366−52.1% | Reduced |
| Legato Capital Management LLC | 7,394 | $208.1K | 0.04% | +7,394 | New |
| Royal Bank of Canada | 6,399 | $180.0K | 0.00% | +1,003+18.6% | Added |
| New York State Common Retirement Fund | 5,569 | $156.8K | 0.00% | −4−0.1% | Reduced |
| Bank of America Corp | 5,322 | $149.8K | 0.00% | +4,210+378.6% | Added |
| Acadian Asset Management LLC | 5,170 | $145.0K | 0.00% | −4,191−44.8% | Reduced |
| Morgan Stanley | 5,092 | $143.3K | 0.00% | −7,957−61.0% | Reduced |
| MetLife Investment Management | 4,220 | $118.8K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 3,734 | $105.1K | 0.00% | −15−0.4% | Reduced |
| Barclays PLC | 3,676 | $103.5K | 0.00% | +969+35.8% | Added |
| Wells Fargo & Company | 3,600 | $101.3K | 0.00% | −767−17.6% | Reduced |
| UBS Group AG | 3,430 | $96.6K | 0.00% | +3,430 | New |
| Deutsche Bank AG | 3,262 | $91.8K | 0.00% | +52+1.6% | Added |
| California State Teachers Retirement System | 3,152 | $88.7K | 0.00% | +36+1.2% | Added |
| BNP Paribas Arbitrage, SA | 1,090 | $30.7K | 0.00% | −1,457−57.2% | Reduced |
| Amalgamated Bank | 1,000 | $28.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 779 | $21.9K | 0.00% | +121+18.4% | Added |
| Ameritas Investment Partners, Inc. | 592 | $15.8K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 490 | $13.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 371 | $11.0K | 0.00% | −951−71.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 360 | $10.1K | 0.00% | −8−2.2% | Reduced |
| FMR LLC | 99 | $2.79K | 0.00% | +77+350.0% | Added |
| Citigroup Inc | 55 | $1.55K | 0.00% | −66−54.5% | Reduced |
| River Oaks Capital LLC | 0 | $0 | 0.00% | −32,997−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −23,353−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −16,032−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −10,254−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −47−100.0% | Sold out |