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