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, Q4 2024
Institutional positions in First Western Financial Inc as of Dec 31, 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
- 67
- −3 vs. Q3 2024
- Shares held
- 5.89M
- +313.3K (+5.6%) vs. Q3 2024
- Total value
- $115.2M
- +$3.64M (+3.3%) vs. Q3 2024
- New holders
- 5
- 34 more added
- Sold out
- 8
- 12 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding First Western Financial Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Banc Funds Co LLC | 636,177 | $12.4M | 1.37% | −86,143−11.9% | Reduced |
| BlackRock, Inc. | 548,032 | $10.7M | 0.00% | +20,652+3.9% | Added |
| Vanguard Group Inc | 403,385 | $7.89M | 0.00% | +1,759+0.4% | Added |
| Punch & Associates Investment Management, Inc. | 355,475 | $6.95M | 0.38% | +7,560+2.2% | Added |
| Alliancebernstein L.P. | 354,571 | $6.93M | 0.00% | +3,007+0.9% | Added |
| Wasatch Advisors Inc | 329,817 | $6.45M | 0.03% | −116,192−26.1% | Reduced |
| North Reef Capital Management LP | 312,423 | $6.11M | 0.27% | +9,002+3.0% | Added |
| Jacobs Asset Management, LLC | 312,124 | $6.10M | 3.90% | +104,010+50.0% | Added |
| Mendon Capital Advisors Corp | 257,598 | $5.04M | 2.84% | +155,432+152.1% | Added |
| rhino investment partners, Inc | 232,189 | $4.54M | 1.00% | +177,248+322.6% | Added |
| RMB Capital Management, LLC | 196,656 | $3.84M | 0.09% | +107,282+120.0% | Added |
| Dimensional Fund Advisors LP | 192,681 | $3.77M | 0.00% | +14,435+8.1% | Added |
| Tieton Capital Management, LLC | 184,612 | $3.61M | 1.45% | +33,822+22.4% | Added |
| Geode Capital Management, LLC | 171,906 | $3.36M | 0.00% | −2,664−1.5% | Reduced |
| Diamond Hill Capital Management Inc | 154,878 | $3.03M | 0.01% | +13,462+9.5% | Added |
| Kennedy Capital Management, Inc. | 131,145 | $2.56M | 0.06% | −5,287−3.9% | Reduced |
| First Western Trust Bank | 111,675 | $2.18M | 0.10% | −8,482−7.1% | Reduced |
| State Street Corp | 107,913 | $2.11M | 0.00% | −4,355−3.9% | Reduced |
| Bridgeway Capital Management, LLC | 66,690 | $1.30M | 0.03% | +19,775+42.2% | Added |
| Northern Trust Corp | 63,945 | $1.25M | 0.00% | −1,077−1.7% | Reduced |
| Boothbay Fund Management, LLC | 60,461 | $1.18M | 0.04% | +25,986+75.4% | Added |
| John W. Rosenthal Capital Management, Inc. | 59,445 | $1.16M | 1.08% | +59,445 | New |
| Cherry Creek Investment Advisors, Inc. | 51,939 | $1.02M | 0.50% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 48,409 | $946.4K | 0.00% | −799−1.6% | Reduced |
| UBS Group AG | 48,295 | $944.2K | 0.00% | +44,448+1,155.4% | Added |
| Biltmore Family Office, LLC | 45,316 | $885.9K | 0.15% | +45,316 | New |
| JPMorgan Chase & Co | 29,752 | $581.7K | 0.00% | +16,078+117.6% | Added |
| Nuveen Asset Management, LLC | 28,148 | $550.3K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 26,500 | $518.1K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 25,000 | $488.8K | 0.00% | +25,000 | New |
| Fourthstone LLC | 24,972 | $488.2K | 0.10% | +24,972 | New |
| Sippican Capital Advisors | 24,745 | $483.8K | 0.35% | +11,145+81.9% | Added |
| Empowered Funds, LLC | 22,939 | $448.5K | 0.01% | +1,080+4.9% | Added |
| Charles Schwab Investment Management Inc | 22,554 | $440.9K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 21,808 | $426.3K | 0.00% | +4,225+24.0% | Added |
| Morgan Stanley | 21,336 | $417.1K | 0.00% | −1,642−7.1% | Reduced |
| ELCO Management Co., LLC | 18,763 | $366.8K | 0.19% | +5,971+46.7% | Added |
| Acadian Asset Management LLC | 18,244 | $356.0K | 0.00% | +12,554+220.6% | Added |
| PMC FIG Opportunities LLC | 17,575 | $343.6K | 0.87% | +2,050+13.2% | Added |
| Citadel Advisors LLC | 17,296 | $338.1K | 0.00% | +1,678+10.7% | Added |
| Bank of New York Mellon Corp | 16,617 | $324.9K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 14,538 | $306.8K | 0.26% | +14,538 | New |
| Bank of America Corp | 15,159 | $296.4K | 0.00% | +4,383+40.7% | Added |
| HSBC Holdings PLC | 14,619 | $285.1K | 0.00% | +696+5.0% | Added |
| Lido Advisors, LLC | 13,924 | $272.2K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 12,623 | $246.8K | 0.00% | +1,090+9.5% | Added |
| Royal Bank of Canada | 7,585 | $148.0K | 0.00% | +170+2.3% | Added |
| Citigroup Inc | 6,454 | $126.2K | 0.00% | +429+7.1% | Added |
| Wells Fargo & Company | 5,885 | $115.1K | 0.00% | +1,110+23.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,716 | $92.2K | 0.00% | +378+8.7% | Added |
| MetLife Investment Management | 4,620 | $90.3K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,568 | $89.3K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 4,031 | $78.8K | 0.00% | −305−7.0% | Reduced |
| FMR LLC | 3,115 | $60.9K | 0.00% | −2−0.1% | Reduced |
| BNP Paribas Arbitrage, SA | 1,398 | $27.3K | 0.00% | −611−30.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,259 | $24.6K | 0.00% | +894+244.9% | Added |
| Legal & General Group Plc | 719 | $14.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 592 | $11.6K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 578 | $11.3K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 274 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 199 | $3.89K | 0.00% | +179+895.0% | Added |
| CWM, LLC | 134 | $3.00K | 0.00% | +12+9.8% | Added |
| Harbor Capital Advisors, Inc. | 116 | $2.00K | 0.00% | +49+73.1% | Added |
| Russell Investments Group, Ltd. | 84 | $1.64K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $235 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 10 | $196 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $98 | 0.00% | 00.0% | Unchanged |
| Strategic Value Bank Partners LLC | 0 | $0 | 0.00% | −249,226−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −105,611−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −45,316−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −19,853−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −9,960−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |