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