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, Q1 2023
Institutional positions in First Western Financial Inc as of Mar 31, 2023. 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
- 59
- −2 vs. Q4 2022
- Shares held
- 4.88M
- +17.9K (+0.4%) vs. Q4 2022
- Total value
- $96.6M
- −$40.3M (−29.4%) vs. Q4 2022
- New holders
- 3
- 25 more added
- Sold out
- 5
- 16 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding First Western Financial Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Banc Funds Co LLC | 728,386 | $14.4M | 1.54% | 00.0% | Unchanged |
| BlackRock Inc. | 435,858 | $8.63M | 0.00% | +3,514+0.8% | Added |
| North Reef Capital Management LP | 430,000 | $8.51M | 0.95% | +18,908+4.6% | Added |
| FJ Capital Management LLC | 369,263 | $7.31M | 0.91% | 00.0% | Unchanged |
| Vanguard Group Inc | 368,336 | $7.29M | 0.00% | +11,155+3.1% | Added |
| Alliancebernstein L.P. | 306,410 | $6.07M | 0.00% | +8,500+2.9% | Added |
| Kennedy Capital Management, Inc. | 275,753 | $5.46M | 0.16% | +50,001+22.1% | Added |
| Punch & Associates Investment Management, Inc. | 242,329 | $4.80M | 0.31% | +12,227+5.3% | Added |
| Tieton Capital Management, LLC | 158,501 | $3.14M | 2.23% | −16,140−9.2% | Reduced |
| Geode Capital Management, LLC | 138,840 | $2.75M | 0.00% | +372+0.3% | Added |
| Dimensional Fund Advisors LP | 134,100 | $2.66M | 0.00% | +21,756+19.4% | Added |
| First Western Trust Bank | 126,772 | $2.51M | 0.13% | 00.0% | Unchanged |
| Diamond Hill Capital Management Inc | 119,046 | $2.36M | 0.01% | +87,825+281.3% | Added |
| Bridgeway Capital Management, LLC | 111,521 | $2.21M | 0.06% | −22,630−16.9% | Reduced |
| Franklin Resources Inc | 110,706 | $2.19M | 0.00% | 00.0% | Unchanged |
| State Street Corp | 110,303 | $2.18M | 0.00% | +2,529+2.3% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 79,290 | $1.57M | 1.01% | −143,219−64.4% | Reduced |
| Stifel Financial Corp | 77,000 | $1.52M | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 63,236 | $1.25M | 0.00% | −56−0.1% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 56,940 | $1.13M | 0.83% | +1,000+1.8% | Added |
| Biltmore Family Office, LLC | 45,316 | $897.3K | 0.19% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 35,180 | $696.6K | 0.05% | −7,255−17.1% | Reduced |
| Family Management Corp | 33,912 | $671.5K | 0.15% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 33,424 | $662.0K | 0.00% | +397+1.2% | Added |
| Bank of New York Mellon Corp | 27,206 | $538.7K | 0.00% | −1,375−4.8% | Reduced |
| Gator Capital Management, LLC | 26,000 | $514.8K | 0.40% | +13,534+108.6% | Added |
| Raymond James & Associates | 25,000 | $495.0K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 21,122 | $418.0K | 0.00% | −336−1.6% | Reduced |
| Charles Schwab Investment Management Inc | 20,696 | $409.8K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 18,100 | $358.0K | 0.00% | −1,200−6.2% | Reduced |
| Lido Advisors, LLC | 13,924 | $275.7K | 0.00% | +13,924 | New |
| Mesirow Financial Investment Management, Inc. | 13,272 | $262.8K | 1.09% | +413+3.2% | Added |
| Two Sigma Advisers, LP | 12,900 | $255.4K | 0.00% | +700+5.7% | Added |
| Rhumbline Advisers | 12,368 | $245.0K | 0.00% | +365+3.0% | Added |
| Segall Bryant & Hamill, LLC | 11,644 | $230.0K | 0.00% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 12,402 | $209.0K | 0.04% | +12,402 | New |
| ELCO Management Co., LLC | 10,046 | $198.9K | 0.14% | −1,604−13.8% | Reduced |
| Morgan Stanley | 7,677 | $152.0K | 0.00% | +2,585+50.8% | Added |
| Bank of America Corp | 6,575 | $130.2K | 0.00% | +1,253+23.5% | Added |
| Royal Bank of Canada | 5,897 | $117.0K | 0.00% | −502−7.8% | Reduced |
| New York State Common Retirement Fund | 5,569 | $110.3K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 5,564 | $110.2K | 0.00% | +1,888+51.4% | Added |
| Wells Fargo & Company | 4,999 | $99.0K | 0.00% | +1,399+38.9% | Added |
| Deutsche Bank AG | 4,859 | $96.2K | 0.00% | +1,597+49.0% | Added |
| MetLife Investment Management | 4,220 | $83.6K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,135 | $81.9K | 0.00% | +3,045+279.4% | Added |
| Acadian Asset Management LLC | 3,867 | $76.0K | 0.00% | −1,303−25.2% | Reduced |
| American International Group, Inc. | 3,811 | $75.5K | 0.00% | +77+2.1% | Added |
| California State Teachers Retirement System | 2,935 | $58.1K | 0.00% | −217−6.9% | Reduced |
| UBS Group AG | 2,531 | $50.1K | 0.00% | −899−26.2% | Reduced |
| FMR LLC | 1,121 | $22.2K | 0.00% | +1,022+1,032.3% | Added |
| Amalgamated Bank | 817 | $16.0K | 0.00% | −183−18.3% | Reduced |
| Tower Research Capital LLC (TRC) | 794 | $16.0K | 0.00% | +423+114.0% | Added |
| Legal & General Group Plc | 779 | $15.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 592 | $11.7K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 490 | $9.70K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 91 | $1.80K | 0.00% | −269−74.7% | Reduced |
| Advisor Group Holdings, Inc. | 67 | $1.33K | 0.00% | +67 | New |
| Citigroup Inc | 2 | $40 | 0.00% | −53−96.4% | Reduced |
| Invesco Ltd. | 0 | $0 | 0.00% | −18,218−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −15,056−100.0% | Sold out |
| Riverwater Partners LLC | 0 | $0 | 0.00% | −9,332−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −7,695−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −7,394−100.0% | Sold out |
| Sargent Bickham Lagudis LLC | – | – | – | – | Not filed |