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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 5 | $100 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 10 | $200 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $240 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 20 | $400 | 0.00% | +20 | New |
| Harbor Capital Advisors, Inc. | 67 | $1.00K | 0.00% | +67 | New |
| Capital Performance Advisors LLP | 73 | $1.46K | 0.00% | +73 | New |
| Russell Investments Group, Ltd. | 84 | $1.68K | 0.00% | +84 | New |
| CWM, LLC | 122 | $2.00K | 0.00% | +109+838.5% | Added |
| Ashton Thomas Securities, LLC | 200 | $4.00K | 0.00% | +200 | New |
| Picton Mahoney Asset Management | 213 | $4.00K | 0.00% | +213 | New |
| Amalgamated Bank | 274 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 365 | $7.30K | 0.00% | −2,047−84.9% | Reduced |
| California State Teachers Retirement System | 578 | $11.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 592 | $11.8K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 719 | $14.4K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,009 | $40.2K | 0.00% | −18−0.9% | Reduced |
| FMR LLC | 3,117 | $62.3K | 0.00% | +2,420+347.2% | Added |
| UBS Group AG | 3,847 | $76.9K | 0.00% | −4,577−54.3% | Reduced |
| Corebridge Financial, Inc. | 4,336 | $86.7K | 0.00% | +43+1.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,338 | $86.8K | 0.00% | +1,084+33.3% | Added |
| New York State Common Retirement Fund | 4,568 | $91.4K | 0.00% | −1,000−18.0% | Reduced |
| MetLife Investment Management | 4,620 | $92.4K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,775 | $95.5K | 0.00% | −62−1.3% | Reduced |
| Acadian Asset Management LLC | 5,690 | $113.0K | 0.00% | +1,823+47.1% | Added |
| Citigroup Inc | 6,025 | $120.5K | 0.00% | +4,121+216.4% | Added |
| Royal Bank of Canada | 7,415 | $148.0K | 0.00% | +64+0.9% | Added |
| Deutsche Bank AG | 9,960 | $199.2K | 0.00% | +2,925+41.6% | Added |
| Bank of America Corp | 10,776 | $215.5K | 0.00% | −1,584−12.8% | Reduced |
| Rhumbline Advisers | 11,533 | $230.7K | 0.00% | −416−3.5% | Reduced |
| ELCO Management Co., LLC | 12,792 | $255.8K | 0.14% | +1,378+12.1% | Added |
| HSBC Holdings PLC | 13,923 | $271.5K | 0.00% | +1,555+12.6% | Added |
| Sippican Capital Advisors | 13,600 | $272.0K | 0.19% | +13,600 | New |
| JPMorgan Chase & Co | 13,674 | $273.5K | 0.00% | +10,113+284.0% | Added |
| Lido Advisors, LLC | 13,924 | $278.5K | 0.00% | 00.0% | Unchanged |
| PMC FIG Opportunities LLC | 15,525 | $310.5K | 0.48% | +15,525 | New |
| Citadel Advisors LLC | 15,618 | $312.4K | 0.00% | −1,645−9.5% | Reduced |
| Bank of New York Mellon Corp | 16,617 | $332.3K | 0.00% | −6,342−27.6% | Reduced |
| Barclays PLC | 17,583 | $351.7K | 0.00% | +9,309+112.5% | Added |
| Stifel Financial Corp | 19,853 | $397.1K | 0.00% | −19,530−49.6% | Reduced |
| Empowered Funds, LLC | 21,859 | $437.2K | 0.01% | +1,072+5.2% | Added |
| Charles Schwab Investment Management Inc | 22,554 | $451.1K | 0.00% | +1,592+7.6% | Added |
| Morgan Stanley | 22,978 | $459.6K | 0.00% | +14,947+186.1% | Added |
| Raymond James & Associates | 25,000 | $500.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 26,500 | $530.0K | 0.00% | −2,000−7.0% | Reduced |
| Nuveen Asset Management, LLC | 28,148 | $563.0K | 0.00% | +810+3.0% | Added |
| Boothbay Fund Management, LLC | 34,475 | $689.5K | 0.02% | +34,475 | New |
| Cresset Asset Management, LLC | 45,316 | $906.3K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 46,915 | $938.3K | 0.02% | +4,777+11.3% | Added |
| Goldman Sachs Group Inc | 49,208 | $984.2K | 0.00% | +12,421+33.8% | Added |
| Cherry Creek Investment Advisors, Inc. | 51,939 | $1.04M | 0.54% | 00.0% | Unchanged |
| rhino investment partners, Inc | 54,941 | $1.10M | 0.25% | +54,941 | New |
| Northern Trust Corp | 65,022 | $1.30M | 0.00% | −770−1.2% | Reduced |
| RMB Capital Management, LLC | 89,374 | $1.79M | 0.04% | +17,959+25.1% | Added |
| Mendon Capital Advisors Corp | 102,166 | $2.04M | 1.39% | +30,751+43.1% | Added |
| FJ Capital Management LLC | 105,611 | $2.11M | 0.22% | −231,222−68.6% | Reduced |
| State Street Corp | 112,268 | $2.25M | 0.00% | +5,611+5.3% | Added |
| First Western Trust Bank | 120,157 | $2.40M | 0.11% | +6,963+6.2% | Added |
| Kennedy Capital Management, Inc. | 136,432 | $2.73M | 0.06% | −55,444−28.9% | Reduced |
| Diamond Hill Capital Management Inc | 141,416 | $2.83M | 0.01% | −20,172−12.5% | Reduced |
| Tieton Capital Management, LLC | 150,790 | $3.02M | 1.56% | −615−0.4% | Reduced |
| Geode Capital Management, LLC | 174,570 | $3.49M | 0.00% | +2,661+1.5% | Added |
| Dimensional Fund Advisors LP | 178,246 | $3.56M | 0.00% | +18,683+11.7% | Added |
| Jacobs Asset Management, LLC | 208,114 | $4.16M | 2.75% | +49,679+31.4% | Added |
| Strategic Value Bank Partners LLC | 249,226 | $4.98M | 3.06% | 00.0% | Unchanged |
| North Reef Capital Management LP | 303,421 | $6.07M | 0.28% | +4,891+1.6% | Added |
| Punch & Associates Investment Management, Inc. | 347,915 | $6.96M | 0.39% | +9,078+2.7% | Added |
| Alliancebernstein L.P. | 351,564 | $7.03M | 0.00% | +7,894+2.3% | Added |
| Vanguard Group Inc | 401,626 | $8.03M | 0.00% | +7,437+1.9% | Added |
| Wasatch Advisors Inc | 446,009 | $8.92M | 0.04% | +82,019+22.5% | Added |
| BlackRock, Inc. | 527,380 | $10.5M | 0.00% | +527,380 | New |
| Banc Funds Co LLC | 722,320 | $14.4M | 1.57% | −32,687−4.3% | Reduced |
| 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 |