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, Q2 2023
Institutional positions in First Western Financial Inc as of Jun 30, 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
- 0 vs. Q1 2023
- Shares held
- 5.10M
- +220.5K (+4.5%) vs. Q1 2023
- Total value
- $94.9M
- −$1.72M (−1.8%) vs. Q1 2023
- New holders
- 6
- 22 more added
- Sold out
- 6
- 13 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding First Western Financial Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Banc Funds Co LLC | 758,386 | $14.1M | 1.66% | +30,000+4.1% | Added |
| BlackRock Inc. | 492,604 | $9.16M | 0.00% | +56,746+13.0% | Added |
| North Reef Capital Management LP | 453,186 | $8.43M | 0.65% | +23,186+5.4% | Added |
| FJ Capital Management LLC | 369,263 | $6.87M | 0.88% | 00.0% | Unchanged |
| Vanguard Group Inc | 349,581 | $6.50M | 0.00% | −18,755−5.1% | Reduced |
| Alliancebernstein L.P. | 324,170 | $6.03M | 0.00% | +17,760+5.8% | Added |
| Kennedy Capital Management, Inc. | 300,650 | $5.59M | 0.13% | +24,897+9.0% | Added |
| Punch & Associates Investment Management, Inc. | 263,541 | $4.90M | 0.30% | +21,212+8.8% | Added |
| Diamond Hill Capital Management Inc | 182,912 | $3.40M | 0.02% | +63,866+53.6% | Added |
| Tieton Capital Management, LLC | 161,326 | $3.00M | 1.93% | +2,825+1.8% | Added |
| Geode Capital Management, LLC | 143,454 | $2.67M | 0.00% | +4,614+3.3% | Added |
| First Western Trust Bank | 130,780 | $2.43M | 0.12% | +4,008+3.2% | Added |
| Dimensional Fund Advisors LP | 121,451 | $2.26M | 0.00% | −12,649−9.4% | Reduced |
| State Street Corp | 115,057 | $2.14M | 0.00% | +4,754+4.3% | Added |
| Franklin Resources Inc | 110,706 | $2.06M | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 108,716 | $2.02M | 0.05% | −2,805−2.5% | Reduced |
| Wasatch Advisors Inc | 83,204 | $1.55M | 0.01% | +83,204 | New |
| Stifel Financial Corp | 77,000 | $1.43M | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 62,947 | $1.17M | 0.00% | −289−0.5% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 58,440 | $1.09M | 0.73% | +1,500+2.6% | Added |
| Biltmore Family Office, LLC | 45,316 | $842.9K | 0.18% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 35,180 | $654.3K | 0.05% | 00.0% | Unchanged |
| Family Management Corp | 33,912 | $630.8K | 0.14% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 27,277 | $507.4K | 0.00% | +71+0.3% | Added |
| Gator Capital Management, LLC | 26,000 | $483.6K | 0.34% | 00.0% | Unchanged |
| Raymond James & Associates | 25,000 | $465.0K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 21,122 | $392.9K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 21,023 | $391.0K | 0.00% | +327+1.6% | Added |
| Empowered Funds, LLC | 20,465 | $380.6K | 0.01% | +20,465 | New |
| EA Series Trust | 20,465 | $380.6K | 0.01% | +20,465 | New |
| Renaissance Technologies LLC | 16,800 | $312.0K | 0.00% | −1,300−7.2% | Reduced |
| Lido Advisors, LLC | 13,924 | $259.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 11,994 | $223.1K | 0.00% | −374−3.0% | Reduced |
| Segall Bryant & Hamill, LLC | 11,644 | $216.6K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 11,554 | $214.9K | 0.91% | −1,718−12.9% | Reduced |
| Goldman Sachs Group Inc | 10,672 | $198.5K | 0.00% | +10,672 | New |
| Morgan Stanley | 9,622 | $179.0K | 0.00% | +1,945+25.3% | Added |
| Bank of America Corp | 8,415 | $156.5K | 0.00% | +1,840+28.0% | Added |
| JPMorgan Chase & Co | 7,418 | $138.0K | 0.00% | −26,006−77.8% | Reduced |
| Deutsche Bank AG | 7,260 | $135.0K | 0.00% | +2,401+49.4% | Added |
| Royal Bank of Canada | 6,978 | $130.0K | 0.00% | +1,081+18.3% | Added |
| Wells Fargo & Company | 6,648 | $123.7K | 0.00% | +1,649+33.0% | Added |
| New York State Common Retirement Fund | 5,569 | $103.6K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 4,584 | $85.3K | 0.00% | +2,053+81.1% | Added |
| MetLife Investment Management | 4,220 | $78.5K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 3,859 | $71.8K | 0.00% | +48+1.3% | Added |
| Acadian Asset Management LLC | 3,867 | $71.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 3,142 | $58.4K | 0.00% | −2,422−43.5% | Reduced |
| California State Teachers Retirement System | 2,667 | $49.6K | 0.00% | −268−9.1% | Reduced |
| Citigroup Inc | 2,541 | $47.3K | 0.00% | +2,539+126,950.0% | Added |
| BNP Paribas Arbitrage, SA | 2,302 | $42.8K | 0.00% | −1,833−44.3% | Reduced |
| FMR LLC | 869 | $16.2K | 0.00% | −252−22.5% | Reduced |
| Amalgamated Bank | 817 | $15.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 779 | $14.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 592 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 563 | $10.5K | 0.00% | −231−29.1% | Reduced |
| Metropolitan Life Insurance Co | 490 | $9.11K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 83 | $2.00K | 0.00% | +83 | New |
| Nisa Investment Advisors, LLC | 25 | $465 | 0.00% | +25 | New |
| Elizabeth Park Capital Advisors, Ltd. | 0 | $0 | 0.00% | −79,290−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −12,900−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −12,402−100.0% | Sold out |
| ELCO Management Co., LLC | 0 | $0 | 0.00% | −10,046−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −67−100.0% | Sold out |