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, Q3 2023
Institutional positions in First Western Financial Inc as of Sep 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
- 58
- 0 vs. Q2 2023
- Shares held
- 5.29M
- +206.2K (+4.1%) vs. Q2 2023
- Total value
- $96.0M
- +$1.46M (+1.5%) vs. Q2 2023
- New holders
- 3
- 18 more added
- Sold out
- 3
- 16 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding First Western Financial Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Banc Funds Co LLC | 758,386 | $13.8M | 1.61% | 00.0% | Unchanged |
| BlackRock Inc. | 486,392 | $8.83M | 0.00% | −6,212−1.3% | Reduced |
| North Reef Capital Management LP | 464,305 | $8.43M | 0.53% | +11,119+2.5% | Added |
| FJ Capital Management LLC | 369,263 | $6.70M | 0.76% | 00.0% | Unchanged |
| Vanguard Group Inc | 357,001 | $6.48M | 0.00% | +7,420+2.1% | Added |
| Alliancebernstein L.P. | 324,170 | $5.88M | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 311,579 | $5.66M | 0.14% | +10,929+3.6% | Added |
| Wasatch Advisors Inc | 288,856 | $5.24M | 0.03% | +205,652+247.2% | Added |
| Punch & Associates Investment Management, Inc. | 286,037 | $5.19M | 0.33% | +22,496+8.5% | Added |
| Diamond Hill Capital Management Inc | 178,146 | $3.23M | 0.02% | −4,766−2.6% | Reduced |
| Tieton Capital Management, LLC | 153,611 | $2.79M | 1.76% | −7,715−4.8% | Reduced |
| Geode Capital Management, LLC | 147,462 | $2.68M | 0.00% | +4,008+2.8% | Added |
| First Western Trust Bank | 130,780 | $2.37M | 0.13% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 127,499 | $2.31M | 0.00% | +6,048+5.0% | Added |
| State Street Corp | 116,548 | $2.12M | 0.00% | +1,491+1.3% | Added |
| Franklin Resources Inc | 110,706 | $2.01M | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 104,252 | $1.89M | 0.05% | −4,464−4.1% | Reduced |
| Stifel Financial Corp | 77,000 | $1.40M | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 63,504 | $1.15M | 0.00% | +557+0.9% | Added |
| Cherry Creek Investment Advisors, Inc. | 59,440 | $1.08M | 0.73% | +1,000+1.7% | Added |
| Biltmore Family Office, LLC | 45,316 | $822.5K | 0.19% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 35,180 | $638.5K | 0.05% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 27,457 | $498.3K | 0.00% | +180+0.7% | Added |
| Gator Capital Management, LLC | 26,000 | $471.9K | 0.33% | 00.0% | Unchanged |
| Raymond James & Associates | 25,000 | $453.8K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 22,396 | $406.5K | 0.00% | +1,373+6.5% | Added |
| Nuveen Asset Management, LLC | 21,122 | $383.4K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 19,001 | $344.9K | 0.01% | −1,464−7.2% | Reduced |
| Two Sigma Investments, LP | 14,401 | $261.4K | 0.00% | +14,401 | New |
| Lido Advisors, LLC | 13,924 | $252.7K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 13,800 | $250.0K | 0.00% | −3,000−17.9% | Reduced |
| Rhumbline Advisers | 12,251 | $222.3K | 0.00% | +257+2.1% | Added |
| Two Sigma Advisers, LP | 12,000 | $217.8K | 0.00% | +12,000 | New |
| Segall Bryant & Hamill, LLC | 11,644 | $211.3K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 9,523 | $172.8K | 0.00% | +1,108+13.2% | Added |
| Morgan Stanley | 7,951 | $144.3K | 0.00% | −1,671−17.4% | Reduced |
| Royal Bank of Canada | 7,946 | $144.0K | 0.00% | +968+13.9% | Added |
| Deutsche Bank AG | 7,130 | $129.4K | 0.00% | −130−1.8% | Reduced |
| New York State Common Retirement Fund | 5,569 | $101.1K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 5,285 | $95.9K | 0.00% | −2,133−28.8% | Reduced |
| UBS Group AG | 4,464 | $81.0K | 0.00% | −120−2.6% | Reduced |
| MetLife Investment Management | 4,220 | $76.6K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 4,001 | $72.6K | 0.00% | +142+3.7% | Added |
| Acadian Asset Management LLC | 3,867 | $70.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,577 | $64.9K | 0.00% | −3,071−46.2% | Reduced |
| Barclays PLC | 2,857 | $51.9K | 0.00% | −285−9.1% | Reduced |
| California State Teachers Retirement System | 1,769 | $32.1K | 0.00% | −898−33.7% | Reduced |
| BNP Paribas Arbitrage, SA | 1,462 | $26.5K | 0.00% | −840−36.5% | Reduced |
| FMR LLC | 905 | $16.4K | 0.00% | +36+4.1% | Added |
| Tower Research Capital LLC (TRC) | 851 | $15.4K | 0.00% | +288+51.2% | Added |
| Amalgamated Bank | 817 | $15.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 779 | $14.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 592 | $10.7K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 490 | $8.89K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 159 | $2.89K | 0.00% | −2,382−93.7% | Reduced |
| Covestor Ltd | 40 | $1.00K | 0.00% | −43−51.8% | Reduced |
| Nisa Investment Advisors, LLC | 25 | $454 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $218 | 0.00% | +12 | New |
| Family Management Corp | 0 | $0 | 0.00% | −33,912−100.0% | Sold out |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −11,554−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −10,672−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |