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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 5 | $98 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 10 | $196 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $235 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 84 | $1.64K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 116 | $2.00K | 0.00% | +49+73.1% | Added |
| CWM, LLC | 134 | $3.00K | 0.00% | +12+9.8% | Added |
| Sterling Capital Management LLC | 199 | $3.89K | 0.00% | +179+895.0% | Added |
| Amalgamated Bank | 274 | $5.00K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 578 | $11.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 592 | $11.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 719 | $14.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,259 | $24.6K | 0.00% | +894+244.9% | Added |
| BNP Paribas Arbitrage, SA | 1,398 | $27.3K | 0.00% | −611−30.4% | Reduced |
| FMR LLC | 3,115 | $60.9K | 0.00% | −2−0.1% | Reduced |
| Corebridge Financial, Inc. | 4,031 | $78.8K | 0.00% | −305−7.0% | Reduced |
| New York State Common Retirement Fund | 4,568 | $89.3K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 4,620 | $90.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,716 | $92.2K | 0.00% | +378+8.7% | Added |
| Wells Fargo & Company | 5,885 | $115.1K | 0.00% | +1,110+23.2% | Added |
| Citigroup Inc | 6,454 | $126.2K | 0.00% | +429+7.1% | Added |
| Royal Bank of Canada | 7,585 | $148.0K | 0.00% | +170+2.3% | Added |
| Rhumbline Advisers | 12,623 | $246.8K | 0.00% | +1,090+9.5% | Added |
| Lido Advisors, LLC | 13,924 | $272.2K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 14,619 | $285.1K | 0.00% | +696+5.0% | Added |
| Bank of America Corp | 15,159 | $296.4K | 0.00% | +4,383+40.7% | Added |
| Persistent Asset Partners Ltd | 14,538 | $306.8K | 0.26% | +14,538 | New |
| Bank of New York Mellon Corp | 16,617 | $324.9K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 17,296 | $338.1K | 0.00% | +1,678+10.7% | Added |
| PMC FIG Opportunities LLC | 17,575 | $343.6K | 0.87% | +2,050+13.2% | Added |
| Acadian Asset Management LLC | 18,244 | $356.0K | 0.00% | +12,554+220.6% | Added |
| ELCO Management Co., LLC | 18,763 | $366.8K | 0.19% | +5,971+46.7% | Added |
| Morgan Stanley | 21,336 | $417.1K | 0.00% | −1,642−7.1% | Reduced |
| Barclays PLC | 21,808 | $426.3K | 0.00% | +4,225+24.0% | Added |
| Charles Schwab Investment Management Inc | 22,554 | $440.9K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 22,939 | $448.5K | 0.01% | +1,080+4.9% | Added |
| Sippican Capital Advisors | 24,745 | $483.8K | 0.35% | +11,145+81.9% | Added |
| Fourthstone LLC | 24,972 | $488.2K | 0.10% | +24,972 | New |
| Raymond James Financial Inc | 25,000 | $488.8K | 0.00% | +25,000 | New |
| STRS Ohio | 26,500 | $518.1K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 28,148 | $550.3K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 29,752 | $581.7K | 0.00% | +16,078+117.6% | Added |
| Biltmore Family Office, LLC | 45,316 | $885.9K | 0.15% | +45,316 | New |
| UBS Group AG | 48,295 | $944.2K | 0.00% | +44,448+1,155.4% | Added |
| Goldman Sachs Group Inc | 48,409 | $946.4K | 0.00% | −799−1.6% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 51,939 | $1.02M | 0.50% | 00.0% | Unchanged |
| John W. Rosenthal Capital Management, Inc. | 59,445 | $1.16M | 1.08% | +59,445 | New |
| Boothbay Fund Management, LLC | 60,461 | $1.18M | 0.04% | +25,986+75.4% | Added |
| Northern Trust Corp | 63,945 | $1.25M | 0.00% | −1,077−1.7% | Reduced |
| Bridgeway Capital Management, LLC | 66,690 | $1.30M | 0.03% | +19,775+42.2% | Added |
| State Street Corp | 107,913 | $2.11M | 0.00% | −4,355−3.9% | Reduced |
| First Western Trust Bank | 111,675 | $2.18M | 0.10% | −8,482−7.1% | Reduced |
| Kennedy Capital Management, Inc. | 131,145 | $2.56M | 0.06% | −5,287−3.9% | Reduced |
| Diamond Hill Capital Management Inc | 154,878 | $3.03M | 0.01% | +13,462+9.5% | Added |
| Geode Capital Management, LLC | 171,906 | $3.36M | 0.00% | −2,664−1.5% | Reduced |
| Tieton Capital Management, LLC | 184,612 | $3.61M | 1.45% | +33,822+22.4% | Added |
| Dimensional Fund Advisors LP | 192,681 | $3.77M | 0.00% | +14,435+8.1% | Added |
| RMB Capital Management, LLC | 196,656 | $3.84M | 0.09% | +107,282+120.0% | Added |
| rhino investment partners, Inc | 232,189 | $4.54M | 1.00% | +177,248+322.6% | Added |
| Mendon Capital Advisors Corp | 257,598 | $5.04M | 2.84% | +155,432+152.1% | Added |
| Jacobs Asset Management, LLC | 312,124 | $6.10M | 3.90% | +104,010+50.0% | Added |
| North Reef Capital Management LP | 312,423 | $6.11M | 0.27% | +9,002+3.0% | Added |
| Wasatch Advisors Inc | 329,817 | $6.45M | 0.03% | −116,192−26.1% | Reduced |
| Alliancebernstein L.P. | 354,571 | $6.93M | 0.00% | +3,007+0.9% | Added |
| Punch & Associates Investment Management, Inc. | 355,475 | $6.95M | 0.38% | +7,560+2.2% | Added |
| Vanguard Group Inc | 403,385 | $7.89M | 0.00% | +1,759+0.4% | Added |
| BlackRock, Inc. | 548,032 | $10.7M | 0.00% | +20,652+3.9% | Added |
| Banc Funds Co LLC | 636,177 | $12.4M | 1.37% | −86,143−11.9% | Reduced |
| 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 |