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, Q2 2024
Institutional positions in First Western Financial Inc as of Jun 30, 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
- 63
- +6 vs. Q1 2024
- Shares held
- 5.56M
- +99.0K (+1.8%) vs. Q1 2024
- Total value
- $95.3M
- +$14.9M (+18.6%) vs. Q1 2024
- New holders
- 9
- 19 more added
- Sold out
- 3
- 25 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding First Western Financial Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Banc Funds Co LLC | 755,007 | $12.8M | 1.52% | −11,379−1.5% | Reduced |
| BlackRock Inc. | 509,507 | $8.66M | 0.00% | −703−0.1% | Reduced |
| Vanguard Group Inc | 394,189 | $6.70M | 0.00% | +24,876+6.7% | Added |
| Wasatch Advisors Inc | 363,990 | $6.19M | 0.03% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 343,670 | $5.84M | 0.00% | +13,647+4.1% | Added |
| Punch & Associates Investment Management, Inc. | 338,837 | $5.76M | 0.34% | −8,078−2.3% | Reduced |
| FJ Capital Management LLC | 336,833 | $5.73M | 0.60% | −32,430−8.8% | Reduced |
| North Reef Capital Management LP | 298,530 | $5.08M | 0.24% | −103,302−25.7% | Reduced |
| Strategic Value Bank Partners LLC | 249,226 | $4.24M | 2.81% | +28,563+12.9% | Added |
| Kennedy Capital Management, Inc. | 191,876 | $3.26M | 0.07% | −54,320−22.1% | Reduced |
| Geode Capital Management, LLC | 171,909 | $2.92M | 0.00% | +8,296+5.1% | Added |
| Diamond Hill Capital Management Inc | 161,588 | $2.75M | 0.01% | −6,766−4.0% | Reduced |
| Dimensional Fund Advisors LP | 159,563 | $2.71M | 0.00% | +11,120+7.5% | Added |
| Jacobs Asset Management, LLC | 158,435 | $2.69M | 1.71% | +158,435 | New |
| Tieton Capital Management, LLC | 151,405 | $2.57M | 1.43% | +255+0.2% | Added |
| Mendon Capital Advisors Corp | 71,415 | $1.98M | 1.26% | +40,138+128.3% | Added |
| First Western Trust Bank | 113,194 | $1.92M | 0.09% | −7,926−6.5% | Reduced |
| State Street Corp | 106,657 | $1.81M | 0.00% | −838−0.8% | Reduced |
| RMB Capital Management, LLC | 71,415 | $1.21M | 0.03% | +29,448+70.2% | Added |
| Northern Trust Corp | 65,792 | $1.12M | 0.00% | −1,760−2.6% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 51,939 | $883.0K | 0.46% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 45,316 | $770.4K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 42,138 | $716.3K | 0.02% | −1,517−3.5% | Reduced |
| Stifel Financial Corp | 39,383 | $669.5K | 0.00% | −37,617−48.9% | Reduced |
| Goldman Sachs Group Inc | 36,787 | $625.4K | 0.00% | +15,773+75.1% | Added |
| STRS Ohio | 28,500 | $484.5K | 0.00% | −2,800−8.9% | Reduced |
| Nuveen Asset Management, LLC | 27,338 | $464.7K | 0.00% | +1,833+7.2% | Added |
| Raymond James & Associates | 25,000 | $425.0K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 22,959 | $390.3K | 0.00% | +510+2.3% | Added |
| Charles Schwab Investment Management Inc | 20,962 | $356.4K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 20,787 | $353.4K | 0.01% | −1,517−6.8% | Reduced |
| Invesco Ltd. | 18,204 | $309.5K | 0.00% | −3,773−17.2% | Reduced |
| Citadel Advisors LLC | 17,263 | $293.5K | 0.00% | +17,263 | New |
| Lido Advisors, LLC | 13,924 | $236.7K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 12,360 | $210.1K | 0.00% | +3,137+34.0% | Added |
| HSBC Holdings PLC | 12,368 | $209.5K | 0.00% | +12,368 | New |
| Rhumbline Advisers | 11,949 | $203.1K | 0.00% | −350−2.8% | Reduced |
| ELCO Management Co., LLC | 11,414 | $194.0K | 0.11% | +11,414 | New |
| Two Sigma Advisers, LP | 10,500 | $178.5K | 0.00% | −100−0.9% | Reduced |
| UBS Group AG | 8,424 | $143.2K | 0.00% | +449+5.6% | Added |
| Barclays PLC | 8,274 | $140.7K | 0.00% | −996−10.7% | Reduced |
| Morgan Stanley | 8,031 | $136.5K | 0.00% | −2,824−26.0% | Reduced |
| Royal Bank of Canada | 7,351 | $125.0K | 0.00% | +571+8.4% | Added |
| Deutsche Bank AG | 7,035 | $119.6K | 0.00% | −166−2.3% | Reduced |
| New York State Common Retirement Fund | 5,568 | $94.7K | 0.00% | −10.0% | Reduced |
| Wells Fargo & Company | 4,837 | $82.2K | 0.00% | +408+9.2% | Added |
| MetLife Investment Management | 4,620 | $78.5K | 0.00% | +4,620 | New |
| Corebridge Financial, Inc. | 4,293 | $73.0K | 0.00% | +4,293 | New |
| Acadian Asset Management LLC | 3,867 | $65.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,561 | $60.5K | 0.00% | −7,003−66.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,254 | $55.3K | 0.00% | +3,254 | New |
| Tower Research Capital LLC (TRC) | 2,412 | $41.0K | 0.00% | +173+7.7% | Added |
| BNP Paribas Arbitrage, SA | 2,027 | $34.5K | 0.00% | −1,941−48.9% | Reduced |
| Citigroup Inc | 1,904 | $32.4K | 0.00% | +356+23.0% | Added |
| Legal & General Group Plc | 719 | $12.2K | 0.00% | +59+8.9% | Added |
| FMR LLC | 697 | $11.8K | 0.00% | +282+68.0% | Added |
| Ameritas Investment Partners, Inc. | 592 | $10.1K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 578 | $9.83K | 0.00% | −228−28.3% | Reduced |
| Amalgamated Bank | 274 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $204 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 10 | $170 | 0.00% | −15−60.0% | Reduced |
| Farther Finance Advisors, LLC | 5 | $85 | 0.00% | +5 | New |
| CWM, LLC | 13 | $0 | 0.00% | +13 | New |
| Covestor Ltd | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −3,950−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −189−100.0% | Sold out |