Skip to main content

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.

Q4 2023 vs. Q3 2023

How the institutions holding First Western Financial Inc changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of MYFW: Q3 2023 compared with Q4 2023
MeasureQ3 2023Q4 2023Change
Holders5860+2
Shares5.29M5.39M+96.9K (+1.8%)
Value$96.0M$106.8M+$10.8M (+11.3%)

New holders (6)

Institutions that held First Western Financial Inc at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to MYFW in Q4 2023
InstitutionSharesValue% of portfolio
Mendon Capital Advisors Corp57,063$1.13M0.53%
Family Management Corp30,515$605.1K0.13%
RMB Capital Management, LLC19,729$391.2K0.01%
Citadel Advisors LLC16,084$318.9K0.00%
STRS Ohio12,100$239.0K0.00%
Russell Investments Group, Ltd.189$3.75K0.00%

Sold out (4)

Institutions that held First Western Financial Inc at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of MYFW in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Obermeyer Wood Investment Counsel, LLLP35,180$638.5K
Gator Capital Management, LLC26,000$471.9K
Two Sigma Investments, LP14,401$261.4K
Segall Bryant & Hamill, LLC11,644$211.3K