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.
Q1 2023 vs. Q4 2022
How the institutions holding First Western Financial Inc changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 62 | 1 | 59 | −2 |
| Shares | 4.88M | 13.9K | 4.88M | +17.9K (+0.4%) |
| Value | $137.3M | $392.0K | $96.6M | −$40.3M (−29.4%) |
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (3)
Institutions that held First Western Financial Inc at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Lido Advisors, LLC | 13,924 | $275.7K | 0.00% |
| CM Wealth Advisors LLC | 12,402 | $209.0K | 0.04% |
| Advisor Group Holdings, Inc. | 67 | $1.33K | 0.00% |
Sold out (5)
Institutions that held First Western Financial Inc at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Invesco Ltd. | 18,218 | $512.8K |
| Victory Capital Management Inc | 15,056 | $423.8K |
| Riverwater Partners LLC | 9,332 | $262.7K |
| Jacobs Levy Equity Management, Inc | 7,695 | $216.6K |
| Legato Capital Management LLC | 7,394 | $208.1K |
Not filed for Q1 2023 yet (1)
Institutions that held First Western Financial Inc at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Sargent Bickham Lagudis LLC | 13,924 | $392.0K |