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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 12 | $218 | 0.00% | +12 | New |
| Nisa Investment Advisors, LLC | 25 | $454 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 40 | $1.00K | 0.00% | −43−51.8% | Reduced |
| Citigroup Inc | 159 | $2.89K | 0.00% | −2,382−93.7% | Reduced |
| Metropolitan Life Insurance Co | 490 | $8.89K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 592 | $10.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 779 | $14.1K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 817 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 851 | $15.4K | 0.00% | +288+51.2% | Added |
| FMR LLC | 905 | $16.4K | 0.00% | +36+4.1% | Added |
| BNP Paribas Arbitrage, SA | 1,462 | $26.5K | 0.00% | −840−36.5% | Reduced |
| California State Teachers Retirement System | 1,769 | $32.1K | 0.00% | −898−33.7% | Reduced |
| Barclays PLC | 2,857 | $51.9K | 0.00% | −285−9.1% | Reduced |
| Wells Fargo & Company | 3,577 | $64.9K | 0.00% | −3,071−46.2% | Reduced |
| Acadian Asset Management LLC | 3,867 | $70.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 4,001 | $72.6K | 0.00% | +142+3.7% | Added |
| MetLife Investment Management | 4,220 | $76.6K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 4,464 | $81.0K | 0.00% | −120−2.6% | Reduced |
| JPMorgan Chase & Co | 5,285 | $95.9K | 0.00% | −2,133−28.8% | Reduced |
| New York State Common Retirement Fund | 5,569 | $101.1K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 7,130 | $129.4K | 0.00% | −130−1.8% | Reduced |
| Royal Bank of Canada | 7,946 | $144.0K | 0.00% | +968+13.9% | Added |
| Morgan Stanley | 7,951 | $144.3K | 0.00% | −1,671−17.4% | Reduced |
| Bank of America Corp | 9,523 | $172.8K | 0.00% | +1,108+13.2% | Added |
| Segall Bryant & Hamill, LLC | 11,644 | $211.3K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 12,000 | $217.8K | 0.00% | +12,000 | New |
| Rhumbline Advisers | 12,251 | $222.3K | 0.00% | +257+2.1% | Added |
| Renaissance Technologies LLC | 13,800 | $250.0K | 0.00% | −3,000−17.9% | Reduced |
| Lido Advisors, LLC | 13,924 | $252.7K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 14,401 | $261.4K | 0.00% | +14,401 | New |
| Empowered Funds, LLC | 19,001 | $344.9K | 0.01% | −1,464−7.2% | Reduced |
| Nuveen Asset Management, LLC | 21,122 | $383.4K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 22,396 | $406.5K | 0.00% | +1,373+6.5% | Added |
| Raymond James & Associates | 25,000 | $453.8K | 0.00% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 26,000 | $471.9K | 0.33% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 27,457 | $498.3K | 0.00% | +180+0.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 35,180 | $638.5K | 0.05% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 45,316 | $822.5K | 0.19% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 59,440 | $1.08M | 0.73% | +1,000+1.7% | Added |
| Northern Trust Corp | 63,504 | $1.15M | 0.00% | +557+0.9% | Added |
| Stifel Financial Corp | 77,000 | $1.40M | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 104,252 | $1.89M | 0.05% | −4,464−4.1% | Reduced |
| Franklin Resources Inc | 110,706 | $2.01M | 0.00% | 00.0% | Unchanged |
| State Street Corp | 116,548 | $2.12M | 0.00% | +1,491+1.3% | Added |
| Dimensional Fund Advisors LP | 127,499 | $2.31M | 0.00% | +6,048+5.0% | Added |
| First Western Trust Bank | 130,780 | $2.37M | 0.13% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 147,462 | $2.68M | 0.00% | +4,008+2.8% | Added |
| Tieton Capital Management, LLC | 153,611 | $2.79M | 1.76% | −7,715−4.8% | Reduced |
| Diamond Hill Capital Management Inc | 178,146 | $3.23M | 0.02% | −4,766−2.6% | Reduced |
| Punch & Associates Investment Management, Inc. | 286,037 | $5.19M | 0.33% | +22,496+8.5% | Added |
| Wasatch Advisors Inc | 288,856 | $5.24M | 0.03% | +205,652+247.2% | Added |
| Kennedy Capital Management, Inc. | 311,579 | $5.66M | 0.14% | +10,929+3.6% | Added |
| Alliancebernstein L.P. | 324,170 | $5.88M | 0.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 357,001 | $6.48M | 0.00% | +7,420+2.1% | Added |
| FJ Capital Management LLC | 369,263 | $6.70M | 0.76% | 00.0% | Unchanged |
| North Reef Capital Management LP | 464,305 | $8.43M | 0.53% | +11,119+2.5% | Added |
| BlackRock Inc. | 486,392 | $8.83M | 0.00% | −6,212−1.3% | Reduced |
| Banc Funds Co LLC | 758,386 | $13.8M | 1.61% | 00.0% | Unchanged |
| 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 |