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, Q4 2023
Institutional positions in First Western Financial Inc as of Dec 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
- 60
- +2 vs. Q3 2023
- Shares held
- 5.39M
- +96.9K (+1.8%) vs. Q3 2023
- Total value
- $106.8M
- +$10.8M (+11.3%) vs. Q3 2023
- New holders
- 6
- 18 more added
- Sold out
- 4
- 22 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding First Western Financial Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Banc Funds Co LLC | 758,386 | $15.0M | 1.48% | 00.0% | Unchanged |
| BlackRock Inc. | 534,458 | $10.6M | 0.00% | +48,066+9.9% | Added |
| North Reef Capital Management LP | 443,491 | $8.79M | 0.51% | −20,814−4.5% | Reduced |
| FJ Capital Management LLC | 369,263 | $7.32M | 0.73% | 00.0% | Unchanged |
| Vanguard Group Inc | 364,898 | $7.24M | 0.00% | +7,897+2.2% | Added |
| Alliancebernstein L.P. | 334,735 | $6.64M | 0.00% | +10,565+3.3% | Added |
| Wasatch Advisors Inc | 317,818 | $6.30M | 0.03% | +28,962+10.0% | Added |
| Kennedy Capital Management, Inc. | 302,798 | $6.00M | 0.13% | −8,781−2.8% | Reduced |
| Punch & Associates Investment Management, Inc. | 267,370 | $5.30M | 0.31% | −18,667−6.5% | Reduced |
| Diamond Hill Capital Management Inc | 161,818 | $3.21M | 0.01% | −16,328−9.2% | Reduced |
| Geode Capital Management, LLC | 160,916 | $3.19M | 0.00% | +13,454+9.1% | Added |
| Tieton Capital Management, LLC | 152,760 | $3.03M | 1.71% | −851−0.6% | Reduced |
| Dimensional Fund Advisors LP | 143,806 | $2.85M | 0.00% | +16,307+12.8% | Added |
| First Western Trust Bank | 121,120 | $2.40M | 0.12% | −9,660−7.4% | Reduced |
| Franklin Resources Inc | 110,706 | $2.20M | 0.00% | 00.0% | Unchanged |
| State Street Corp | 107,495 | $2.13M | 0.00% | −9,053−7.8% | Reduced |
| Bridgeway Capital Management, LLC | 85,980 | $1.70M | 0.04% | −18,272−17.5% | Reduced |
| Stifel Financial Corp | 77,000 | $1.53M | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 63,673 | $1.26M | 0.00% | +169+0.3% | Added |
| Cherry Creek Investment Advisors, Inc. | 57,939 | $1.15M | 0.70% | −1,501−2.5% | Reduced |
| Mendon Capital Advisors Corp | 57,063 | $1.13M | 0.53% | +57,063 | New |
| Biltmore Family Office, LLC | 45,316 | $898.6K | 0.19% | 00.0% | Unchanged |
| Family Management Corp | 30,515 | $605.1K | 0.13% | +30,515 | New |
| Nuveen Asset Management, LLC | 25,505 | $505.8K | 0.00% | +4,383+20.8% | Added |
| Raymond James & Associates | 25,000 | $495.8K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 23,260 | $461.2K | 0.00% | −4,197−15.3% | Reduced |
| Charles Schwab Investment Management Inc | 20,962 | $415.7K | 0.00% | −1,434−6.4% | Reduced |
| Empowered Funds, LLC | 20,729 | $411.1K | 0.01% | +1,728+9.1% | Added |
| RMB Capital Management, LLC | 19,729 | $391.2K | 0.01% | +19,729 | New |
| Citadel Advisors LLC | 16,084 | $318.9K | 0.00% | +16,084 | New |
| Morgan Stanley | 15,533 | $308.0K | 0.00% | +7,582+95.4% | Added |
| Bank of America Corp | 15,177 | $301.0K | 0.00% | +5,654+59.4% | Added |
| Lido Advisors, LLC | 13,924 | $276.1K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 13,458 | $266.9K | 0.00% | +10,601+371.1% | Added |
| STRS Ohio | 12,100 | $239.0K | 0.00% | +12,100 | New |
| Rhumbline Advisers | 12,021 | $238.4K | 0.00% | −230−1.9% | Reduced |
| Two Sigma Advisers, LP | 10,600 | $210.2K | 0.00% | −1,400−11.7% | Reduced |
| Renaissance Technologies LLC | 10,100 | $200.0K | 0.00% | −3,700−26.8% | Reduced |
| Royal Bank of Canada | 8,945 | $178.0K | 0.00% | +999+12.6% | Added |
| JPMorgan Chase & Co | 8,689 | $172.3K | 0.00% | +3,404+64.4% | Added |
| UBS Group AG | 7,894 | $156.5K | 0.00% | +3,430+76.8% | Added |
| Deutsche Bank AG | 6,561 | $130.1K | 0.00% | −569−8.0% | Reduced |
| New York State Common Retirement Fund | 5,569 | $110.4K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 4,220 | $83.7K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,065 | $80.6K | 0.00% | +488+13.6% | Added |
| American International Group, Inc. | 3,984 | $79.0K | 0.00% | −17−0.4% | Reduced |
| Acadian Asset Management LLC | 3,867 | $76.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,369 | $47.0K | 0.00% | +907+62.0% | Added |
| California State Teachers Retirement System | 1,319 | $26.2K | 0.00% | −450−25.4% | Reduced |
| Citigroup Inc | 1,250 | $24.8K | 0.00% | +1,091+686.2% | Added |
| Amalgamated Bank | 735 | $15.0K | 0.00% | −82−10.0% | Reduced |
| Legal & General Group Plc | 660 | $13.1K | 0.00% | −119−15.3% | Reduced |
| Ameritas Investment Partners, Inc. | 592 | $11.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 522 | $10.4K | 0.00% | −329−38.7% | Reduced |
| Metropolitan Life Insurance Co | 490 | $9.72K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 189 | $3.75K | 0.00% | +189 | New |
| FMR LLC | 88 | $1.75K | 0.00% | −817−90.3% | Reduced |
| Covestor Ltd | 39 | $1.00K | 0.00% | −1−2.5% | Reduced |
| Nisa Investment Advisors, LLC | 25 | $496 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $238 | 0.00% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 0 | $0 | 0.00% | −35,180−100.0% | Sold out |
| Gator Capital Management, LLC | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −14,401−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −11,644−100.0% | Sold out |