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, Q1 2024
Institutional positions in First Western Financial Inc as of Mar 31, 2024. 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
- 57
- −3 vs. Q4 2023
- Shares held
- 5.46M
- +75.8K (+1.4%) vs. Q4 2023
- Total value
- $80.3M
- −$26.5M (−24.8%) vs. Q4 2023
- New holders
- 4
- 20 more added
- Sold out
- 7
- 17 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding First Western Financial Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Banc Funds Co LLC | 766,386 | $11.2M | 1.26% | +8,000+1.1% | Added |
| BlackRock Inc. | 510,210 | $7.44M | 0.00% | −24,248−4.5% | Reduced |
| North Reef Capital Management LP | 401,832 | $5.86M | 0.31% | −41,659−9.4% | Reduced |
| Vanguard Group Inc | 369,313 | $5.38M | 0.00% | +4,415+1.2% | Added |
| FJ Capital Management LLC | 369,263 | $5.38M | 0.55% | 00.0% | Unchanged |
| Wasatch Advisors Inc | 363,990 | $5.31M | 0.03% | +46,172+14.5% | Added |
| Punch & Associates Investment Management, Inc. | 346,915 | $5.06M | 0.29% | +79,545+29.8% | Added |
| Alliancebernstein L.P. | 330,023 | $4.81M | 0.00% | −4,712−1.4% | Reduced |
| Kennedy Capital Management, Inc. | 246,196 | $3.59M | 0.07% | −56,602−18.7% | Reduced |
| Strategic Value Bank Partners LLC | 220,663 | $3.22M | 2.10% | +220,663 | New |
| Diamond Hill Capital Management Inc | 168,354 | $2.45M | 0.01% | +6,536+4.0% | Added |
| Geode Capital Management, LLC | 163,613 | $2.39M | 0.00% | +2,697+1.7% | Added |
| Tieton Capital Management, LLC | 151,150 | $2.20M | 1.16% | −1,610−1.1% | Reduced |
| Dimensional Fund Advisors LP | 148,443 | $2.16M | 0.00% | +4,637+3.2% | Added |
| First Western Trust Bank | 121,120 | $1.77M | 0.08% | 00.0% | Unchanged |
| State Street Corp | 107,495 | $1.57M | 0.00% | 00.0% | Unchanged |
| Mendon Capital Advisors Corp | 31,277 | $1.17M | 0.68% | −25,786−45.2% | Reduced |
| Stifel Financial Corp | 77,000 | $1.12M | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 67,552 | $984.9K | 0.00% | +3,879+6.1% | Added |
| Cherry Creek Investment Advisors, Inc. | 51,939 | $757.3K | 0.41% | −6,000−10.4% | Reduced |
| Cresset Asset Management, LLC | 45,316 | $660.7K | 0.00% | +45,316 | New |
| Bridgeway Capital Management, LLC | 43,655 | $636.5K | 0.01% | −42,325−49.2% | Reduced |
| RMB Capital Management, LLC | 41,967 | $611.9K | 0.01% | +22,238+112.7% | Added |
| STRS Ohio | 31,300 | $456.0K | 0.00% | +19,200+158.7% | Added |
| Nuveen Asset Management, LLC | 25,505 | $371.9K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 25,000 | $364.5K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 22,449 | $327.3K | 0.00% | −811−3.5% | Reduced |
| Empowered Funds, LLC | 22,304 | $325.2K | 0.01% | +1,575+7.6% | Added |
| Invesco Ltd. | 21,977 | $320.4K | 0.00% | +21,977 | New |
| Goldman Sachs Group Inc | 21,014 | $306.4K | 0.00% | +21,014 | New |
| Charles Schwab Investment Management Inc | 20,962 | $305.6K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 13,924 | $203.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 12,299 | $179.3K | 0.00% | +278+2.3% | Added |
| Morgan Stanley | 10,855 | $158.3K | 0.00% | −4,678−30.1% | Reduced |
| Two Sigma Advisers, LP | 10,600 | $154.5K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 10,564 | $154.0K | 0.00% | +1,875+21.6% | Added |
| Barclays PLC | 9,270 | $135.2K | 0.00% | −4,188−31.1% | Reduced |
| Bank of America Corp | 9,223 | $134.5K | 0.00% | −5,954−39.2% | Reduced |
| UBS Group AG | 7,975 | $116.3K | 0.00% | +81+1.0% | Added |
| Deutsche Bank AG | 7,201 | $105.0K | 0.00% | +640+9.8% | Added |
| Royal Bank of Canada | 6,780 | $99.0K | 0.00% | −2,165−24.2% | Reduced |
| New York State Common Retirement Fund | 5,569 | $81.2K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,429 | $64.6K | 0.00% | +364+9.0% | Added |
| BNP Paribas Arbitrage, SA | 3,968 | $57.9K | 0.00% | +1,599+67.5% | Added |
| American International Group, Inc. | 3,950 | $57.6K | 0.00% | −34−0.9% | Reduced |
| Acadian Asset Management LLC | 3,867 | $56.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,239 | $32.6K | 0.00% | +1,717+328.9% | Added |
| Citigroup Inc | 1,548 | $22.6K | 0.00% | +298+23.8% | Added |
| California State Teachers Retirement System | 806 | $11.8K | 0.00% | −513−38.9% | Reduced |
| Legal & General Group Plc | 660 | $9.62K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 592 | $8.63K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 415 | $6.05K | 0.00% | +327+371.6% | Added |
| Amalgamated Bank | 274 | $4.00K | 0.00% | −461−62.7% | Reduced |
| Russell Investments Group, Ltd. | 189 | $2.76K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 25 | $365 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $175 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 22 | $0 | 0.00% | −17−43.6% | Reduced |
| Franklin Resources Inc | 0 | $0 | 0.00% | −110,706−100.0% | Sold out |
| Biltmore Family Office, LLC | 0 | $0 | 0.00% | −45,316−100.0% | Sold out |
| Family Management Corp | 0 | $0 | 0.00% | −30,515−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −16,084−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −4,220−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −490−100.0% | Sold out |