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.
Q3 2024 vs. Q2 2024
How the institutions holding First Western Financial Inc changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Of which not filed for Q3 2024 | Q3 2024 | Change |
|---|---|---|---|---|
| Holders | 63 | 1 | 71 | +9 |
| Shares | 5.56M | 509.5K | 5.60M | +551.9K (+10.9%) |
| Value | $95.3M | $8.66M | $112.0M | +$25.4M (+29.3%) |
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (11)
Institutions that held First Western Financial Inc at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| BlackRock, Inc. | 527,380 | $10.5M | 0.00% |
| rhino investment partners, Inc | 54,941 | $1.10M | 0.25% |
| Boothbay Fund Management, LLC | 34,475 | $689.5K | 0.02% |
| PMC FIG Opportunities LLC | 15,525 | $310.5K | 0.48% |
| Sippican Capital Advisors | 13,600 | $272.0K | 0.19% |
| Ashton Thomas Securities, LLC | 200 | $4.00K | 0.00% |
| Picton Mahoney Asset Management | 213 | $4.00K | 0.00% |
| Russell Investments Group, Ltd. | 84 | $1.68K | 0.00% |
| Capital Performance Advisors LLP | 73 | $1.46K | 0.00% |
| Harbor Capital Advisors, Inc. | 67 | $1.00K | 0.00% |
| Sterling Capital Management LLC | 20 | $400 | 0.00% |
Sold out (2)
Institutions that held First Western Financial Inc at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Invesco Ltd. | 18,204 | $309.5K |
| Two Sigma Advisers, LP | 10,500 | $178.5K |
Not filed for Q3 2024 yet (1)
Institutions that held First Western Financial Inc at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| BlackRock Inc. | 509,507 | $8.66M |