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