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.
Q4 2024 vs. Q3 2024
How the institutions holding First Western Financial Inc changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 71 | 1 | 67 | −3 |
| Shares | 5.60M | 25.0K | 5.89M | +313.3K (+5.6%) |
| Value | $112.0M | $500.0K | $115.2M | +$3.64M (+3.3%) |
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (5)
Institutions that held First Western Financial Inc at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| John W. Rosenthal Capital Management, Inc. | 59,445 | $1.16M | 1.08% |
| Biltmore Family Office, LLC | 45,316 | $885.9K | 0.15% |
| Raymond James Financial Inc | 25,000 | $488.8K | 0.00% |
| Fourthstone LLC | 24,972 | $488.2K | 0.10% |
| Persistent Asset Partners Ltd | 14,538 | $306.8K | 0.26% |
Sold out (8)
Institutions that held First Western Financial Inc at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Strategic Value Bank Partners LLC | 249,226 | $4.98M |
| FJ Capital Management LLC | 105,611 | $2.11M |
| Cresset Asset Management, LLC | 45,316 | $906.3K |
| Stifel Financial Corp | 19,853 | $397.1K |
| Deutsche Bank AG | 9,960 | $199.2K |
| Ashton Thomas Securities, LLC | 200 | $4.00K |
| Picton Mahoney Asset Management | 213 | $4.00K |
| Capital Performance Advisors LLP | 73 | $1.46K |
Not filed for Q4 2024 yet (1)
Institutions that held First Western Financial Inc at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James & Associates | 25,000 | $500.0K |