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, Q3 2024
Institutional positions in First Western Financial Inc as of Sep 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
- 71
- +9 vs. Q2 2024
- Shares held
- 5.60M
- +551.9K (+10.9%) vs. Q2 2024
- Total value
- $112.0M
- +$25.4M (+29.3%) vs. Q2 2024
- New holders
- 11
- 30 more added
- Sold out
- 2
- 17 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding First Western Financial Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Banc Funds Co LLC | 722,320 | $14.4M | 1.57% | −32,687−4.3% | Reduced |
| BlackRock, Inc. | 527,380 | $10.5M | 0.00% | +527,380 | New |
| Wasatch Advisors Inc | 446,009 | $8.92M | 0.04% | +82,019+22.5% | Added |
| Vanguard Group Inc | 401,626 | $8.03M | 0.00% | +7,437+1.9% | Added |
| Alliancebernstein L.P. | 351,564 | $7.03M | 0.00% | +7,894+2.3% | Added |
| Punch & Associates Investment Management, Inc. | 347,915 | $6.96M | 0.39% | +9,078+2.7% | Added |
| North Reef Capital Management LP | 303,421 | $6.07M | 0.28% | +4,891+1.6% | Added |
| Strategic Value Bank Partners LLC | 249,226 | $4.98M | 3.06% | 00.0% | Unchanged |
| Jacobs Asset Management, LLC | 208,114 | $4.16M | 2.75% | +49,679+31.4% | Added |
| Dimensional Fund Advisors LP | 178,246 | $3.56M | 0.00% | +18,683+11.7% | Added |
| Geode Capital Management, LLC | 174,570 | $3.49M | 0.00% | +2,661+1.5% | Added |
| Tieton Capital Management, LLC | 150,790 | $3.02M | 1.56% | −615−0.4% | Reduced |
| Diamond Hill Capital Management Inc | 141,416 | $2.83M | 0.01% | −20,172−12.5% | Reduced |
| Kennedy Capital Management, Inc. | 136,432 | $2.73M | 0.06% | −55,444−28.9% | Reduced |
| First Western Trust Bank | 120,157 | $2.40M | 0.11% | +6,963+6.2% | Added |
| State Street Corp | 112,268 | $2.25M | 0.00% | +5,611+5.3% | Added |
| FJ Capital Management LLC | 105,611 | $2.11M | 0.22% | −231,222−68.6% | Reduced |
| Mendon Capital Advisors Corp | 102,166 | $2.04M | 1.39% | +30,751+43.1% | Added |
| RMB Capital Management, LLC | 89,374 | $1.79M | 0.04% | +17,959+25.1% | Added |
| Northern Trust Corp | 65,022 | $1.30M | 0.00% | −770−1.2% | Reduced |
| rhino investment partners, Inc | 54,941 | $1.10M | 0.25% | +54,941 | New |
| Cherry Creek Investment Advisors, Inc. | 51,939 | $1.04M | 0.54% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 49,208 | $984.2K | 0.00% | +12,421+33.8% | Added |
| Bridgeway Capital Management, LLC | 46,915 | $938.3K | 0.02% | +4,777+11.3% | Added |
| Cresset Asset Management, LLC | 45,316 | $906.3K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 34,475 | $689.5K | 0.02% | +34,475 | New |
| Nuveen Asset Management, LLC | 28,148 | $563.0K | 0.00% | +810+3.0% | Added |
| STRS Ohio | 26,500 | $530.0K | 0.00% | −2,000−7.0% | Reduced |
| Raymond James & Associates | 25,000 | $500.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 22,978 | $459.6K | 0.00% | +14,947+186.1% | Added |
| Charles Schwab Investment Management Inc | 22,554 | $451.1K | 0.00% | +1,592+7.6% | Added |
| Empowered Funds, LLC | 21,859 | $437.2K | 0.01% | +1,072+5.2% | Added |
| Stifel Financial Corp | 19,853 | $397.1K | 0.00% | −19,530−49.6% | Reduced |
| Barclays PLC | 17,583 | $351.7K | 0.00% | +9,309+112.5% | Added |
| Bank of New York Mellon Corp | 16,617 | $332.3K | 0.00% | −6,342−27.6% | Reduced |
| Citadel Advisors LLC | 15,618 | $312.4K | 0.00% | −1,645−9.5% | Reduced |
| PMC FIG Opportunities LLC | 15,525 | $310.5K | 0.48% | +15,525 | New |
| Lido Advisors, LLC | 13,924 | $278.5K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 13,674 | $273.5K | 0.00% | +10,113+284.0% | Added |
| Sippican Capital Advisors | 13,600 | $272.0K | 0.19% | +13,600 | New |
| HSBC Holdings PLC | 13,923 | $271.5K | 0.00% | +1,555+12.6% | Added |
| ELCO Management Co., LLC | 12,792 | $255.8K | 0.14% | +1,378+12.1% | Added |
| Rhumbline Advisers | 11,533 | $230.7K | 0.00% | −416−3.5% | Reduced |
| Bank of America Corp | 10,776 | $215.5K | 0.00% | −1,584−12.8% | Reduced |
| Deutsche Bank AG | 9,960 | $199.2K | 0.00% | +2,925+41.6% | Added |
| Royal Bank of Canada | 7,415 | $148.0K | 0.00% | +64+0.9% | Added |
| Citigroup Inc | 6,025 | $120.5K | 0.00% | +4,121+216.4% | Added |
| Acadian Asset Management LLC | 5,690 | $113.0K | 0.00% | +1,823+47.1% | Added |
| Wells Fargo & Company | 4,775 | $95.5K | 0.00% | −62−1.3% | Reduced |
| MetLife Investment Management | 4,620 | $92.4K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,568 | $91.4K | 0.00% | −1,000−18.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,338 | $86.8K | 0.00% | +1,084+33.3% | Added |
| Corebridge Financial, Inc. | 4,336 | $86.7K | 0.00% | +43+1.0% | Added |
| UBS Group AG | 3,847 | $76.9K | 0.00% | −4,577−54.3% | Reduced |
| FMR LLC | 3,117 | $62.3K | 0.00% | +2,420+347.2% | Added |
| BNP Paribas Arbitrage, SA | 2,009 | $40.2K | 0.00% | −18−0.9% | Reduced |
| Legal & General Group Plc | 719 | $14.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 592 | $11.8K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 578 | $11.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 365 | $7.30K | 0.00% | −2,047−84.9% | Reduced |
| Amalgamated Bank | 274 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 200 | $4.00K | 0.00% | +200 | New |
| Picton Mahoney Asset Management | 213 | $4.00K | 0.00% | +213 | New |
| CWM, LLC | 122 | $2.00K | 0.00% | +109+838.5% | Added |
| Russell Investments Group, Ltd. | 84 | $1.68K | 0.00% | +84 | New |
| Capital Performance Advisors LLP | 73 | $1.46K | 0.00% | +73 | New |
| Harbor Capital Advisors, Inc. | 67 | $1.00K | 0.00% | +67 | New |
| Sterling Capital Management LLC | 20 | $400 | 0.00% | +20 | New |
| Versant Capital Management, Inc | 12 | $240 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 10 | $200 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $100 | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 0 | $0 | 0.00% | −18,204−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |