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 |
|---|---|---|---|---|---|
| Citigroup Inc | 2 | $40 | 0.00% | −53−96.4% | Reduced |
| Advisor Group Holdings, Inc. | 67 | $1.33K | 0.00% | +67 | New |
| Allspring Global Investments Holdings, LLC | 91 | $1.80K | 0.00% | −269−74.7% | Reduced |
| Metropolitan Life Insurance Co | 490 | $9.70K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 592 | $11.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 779 | $15.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| FMR LLC | 1,121 | $22.2K | 0.00% | +1,022+1,032.3% | Added |
| UBS Group AG | 2,531 | $50.1K | 0.00% | −899−26.2% | Reduced |
| California State Teachers Retirement System | 2,935 | $58.1K | 0.00% | −217−6.9% | Reduced |
| American International Group, Inc. | 3,811 | $75.5K | 0.00% | +77+2.1% | Added |
| Acadian Asset Management LLC | 3,867 | $76.0K | 0.00% | −1,303−25.2% | Reduced |
| BNP Paribas Arbitrage, SA | 4,135 | $81.9K | 0.00% | +3,045+279.4% | Added |
| MetLife Investment Management | 4,220 | $83.6K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,859 | $96.2K | 0.00% | +1,597+49.0% | Added |
| Wells Fargo & Company | 4,999 | $99.0K | 0.00% | +1,399+38.9% | Added |
| Barclays PLC | 5,564 | $110.2K | 0.00% | +1,888+51.4% | Added |
| New York State Common Retirement Fund | 5,569 | $110.3K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,897 | $117.0K | 0.00% | −502−7.8% | Reduced |
| Bank of America Corp | 6,575 | $130.2K | 0.00% | +1,253+23.5% | Added |
| Morgan Stanley | 7,677 | $152.0K | 0.00% | +2,585+50.8% | Added |
| ELCO Management Co., LLC | 10,046 | $198.9K | 0.14% | −1,604−13.8% | Reduced |
| CM Wealth Advisors LLC | 12,402 | $209.0K | 0.04% | +12,402 | New |
| Segall Bryant & Hamill, LLC | 11,644 | $230.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 12,368 | $245.0K | 0.00% | +365+3.0% | Added |
| Two Sigma Advisers, LP | 12,900 | $255.4K | 0.00% | +700+5.7% | Added |
| Mesirow Financial Investment Management, Inc. | 13,272 | $262.8K | 1.09% | +413+3.2% | Added |
| Lido Advisors, LLC | 13,924 | $275.7K | 0.00% | +13,924 | New |
| Renaissance Technologies LLC | 18,100 | $358.0K | 0.00% | −1,200−6.2% | Reduced |
| Charles Schwab Investment Management Inc | 20,696 | $409.8K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 21,122 | $418.0K | 0.00% | −336−1.6% | Reduced |
| Raymond James & Associates | 25,000 | $495.0K | 0.00% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 26,000 | $514.8K | 0.40% | +13,534+108.6% | Added |
| Bank of New York Mellon Corp | 27,206 | $538.7K | 0.00% | −1,375−4.8% | Reduced |
| JPMorgan Chase & Co | 33,424 | $662.0K | 0.00% | +397+1.2% | Added |
| Family Management Corp | 33,912 | $671.5K | 0.15% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 35,180 | $696.6K | 0.05% | −7,255−17.1% | Reduced |
| Biltmore Family Office, LLC | 45,316 | $897.3K | 0.19% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 56,940 | $1.13M | 0.83% | +1,000+1.8% | Added |
| Northern Trust Corp | 63,236 | $1.25M | 0.00% | −56−0.1% | Reduced |
| Stifel Financial Corp | 77,000 | $1.52M | 0.00% | 00.0% | Unchanged |
| Elizabeth Park Capital Advisors, Ltd. | 79,290 | $1.57M | 1.01% | −143,219−64.4% | Reduced |
| State Street Corp | 110,303 | $2.18M | 0.00% | +2,529+2.3% | Added |
| Franklin Resources Inc | 110,706 | $2.19M | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 111,521 | $2.21M | 0.06% | −22,630−16.9% | Reduced |
| Diamond Hill Capital Management Inc | 119,046 | $2.36M | 0.01% | +87,825+281.3% | Added |
| First Western Trust Bank | 126,772 | $2.51M | 0.13% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 134,100 | $2.66M | 0.00% | +21,756+19.4% | Added |
| Geode Capital Management, LLC | 138,840 | $2.75M | 0.00% | +372+0.3% | Added |
| Tieton Capital Management, LLC | 158,501 | $3.14M | 2.23% | −16,140−9.2% | Reduced |
| Punch & Associates Investment Management, Inc. | 242,329 | $4.80M | 0.31% | +12,227+5.3% | Added |
| Kennedy Capital Management, Inc. | 275,753 | $5.46M | 0.16% | +50,001+22.1% | Added |
| Alliancebernstein L.P. | 306,410 | $6.07M | 0.00% | +8,500+2.9% | Added |
| Vanguard Group Inc | 368,336 | $7.29M | 0.00% | +11,155+3.1% | Added |
| FJ Capital Management LLC | 369,263 | $7.31M | 0.91% | 00.0% | Unchanged |
| North Reef Capital Management LP | 430,000 | $8.51M | 0.95% | +18,908+4.6% | Added |
| BlackRock Inc. | 435,858 | $8.63M | 0.00% | +3,514+0.8% | Added |
| Banc Funds Co LLC | 728,386 | $14.4M | 1.54% | 00.0% | Unchanged |
| 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 |