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