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, Q1 2025
Institutional positions in First Western Financial Inc as of Mar 31, 2025. 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
- +5 vs. Q4 2024
- Shares held
- 5.81M
- −49.0K (−0.8%) vs. Q4 2024
- Total value
- $114.2M
- −$408.9K (−0.4%) vs. Q4 2024
- New holders
- 7
- 23 more added
- Sold out
- 2
- 24 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding First Western Financial Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Banc Funds Co LLC | 636,177 | $12.5M | 1.65% | 00.0% | Unchanged |
| BlackRock, Inc. | 518,905 | $10.2M | 0.00% | −29,127−5.3% | Reduced |
| Vanguard Group Inc | 401,490 | $7.89M | 0.00% | −1,895−0.5% | Reduced |
| North Reef Capital Management LP | 379,178 | $7.45M | 0.32% | +66,755+21.4% | Added |
| Alliancebernstein L.P. | 369,564 | $7.26M | 0.00% | +14,993+4.2% | Added |
| Jacobs Asset Management, LLC | 325,177 | $6.39M | 4.04% | +13,053+4.2% | Added |
| Mendon Capital Advisors Corp | 257,207 | $5.05M | 2.34% | −391−0.2% | Reduced |
| Wasatch Advisors Inc | 250,684 | $4.93M | 0.03% | −79,133−24.0% | Reduced |
| rhino investment partners, Inc | 225,710 | $4.44M | 1.09% | −6,479−2.8% | Reduced |
| Punch & Associates Investment Management, Inc. | 210,475 | $4.14M | 0.27% | −145,000−40.8% | Reduced |
| Dimensional Fund Advisors LP | 201,321 | $3.96M | 0.00% | +8,640+4.5% | Added |
| RMB Capital Management, LLC | 196,656 | $3.86M | 0.10% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 196,498 | $3.86M | 0.22% | +196,498 | New |
| Tieton Capital Management, LLC | 180,576 | $3.55M | 1.62% | −4,036−2.2% | Reduced |
| Geode Capital Management, LLC | 175,277 | $3.44M | 0.00% | +3,371+2.0% | Added |
| Diamond Hill Capital Management Inc | 158,544 | $3.12M | 0.01% | +3,666+2.4% | Added |
| First Western Trust Bank | 112,170 | $2.20M | 0.11% | +495+0.4% | Added |
| State Street Corp | 108,413 | $2.13M | 0.00% | +500+0.5% | Added |
| Boothbay Fund Management, LLC | 93,552 | $1.84M | 0.07% | +33,091+54.7% | Added |
| Bridgeway Capital Management, LLC | 80,245 | $1.58M | 0.04% | +13,555+20.3% | Added |
| Northern Trust Corp | 61,087 | $1.20M | 0.00% | −2,858−4.5% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 56,187 | $1.10M | 1.11% | −3,258−5.5% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 51,939 | $1.02M | 0.53% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 45,316 | $890.5K | 0.15% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 40,626 | $796.0K | 0.00% | +22,382+122.7% | Added |
| Sippican Capital Advisors | 40,070 | $787.4K | 0.59% | +15,325+61.9% | Added |
| Goldman Sachs Group Inc | 36,257 | $712.5K | 0.00% | −12,152−25.1% | Reduced |
| PMC FIG Opportunities LLC | 29,064 | $571.1K | 1.39% | +11,489+65.4% | Added |
| Nuveen, LLC | 28,148 | $553.1K | 0.00% | +28,148 | New |
| Raymond James Financial Inc | 25,000 | $491.3K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 24,900 | $489.3K | 0.00% | −1,600−6.0% | Reduced |
| Empowered Funds, LLC | 24,763 | $486.6K | 0.01% | +1,824+8.0% | Added |
| Citadel Advisors LLC | 22,694 | $445.9K | 0.00% | +5,398+31.2% | Added |
| Charles Schwab Investment Management Inc | 22,554 | $443.2K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 21,084 | $414.3K | 0.00% | −252−1.2% | Reduced |
| Bank of New York Mellon Corp | 18,664 | $366.7K | 0.00% | +2,047+12.3% | Added |
| ELCO Management Co., LLC | 18,372 | $361.0K | 0.20% | −391−2.1% | Reduced |
| Barclays PLC | 17,464 | $343.2K | 0.00% | −4,344−19.9% | Reduced |
| Persistent Asset Partners Ltd | 17,384 | $341.6K | 0.30% | +2,846+19.6% | Added |
| JPMorgan Chase & Co | 15,285 | $300.4K | 0.00% | −14,467−48.6% | Reduced |
| UBS Group AG | 14,160 | $278.2K | 0.00% | −34,135−70.7% | Reduced |
| Lido Advisors, LLC | 13,924 | $273.6K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 12,697 | $249.5K | 0.00% | +74+0.6% | Added |
| Susquehanna International Group, LLP | 11,299 | $222.0K | 0.00% | +11,299 | New |
| Bank of America Corp | 11,070 | $217.5K | 0.00% | −4,089−27.0% | Reduced |
| HSBC Holdings PLC | 10,657 | $200.9K | 0.00% | −3,962−27.1% | Reduced |
| Royal Bank of Canada | 7,001 | $137.0K | 0.00% | −584−7.7% | Reduced |
| Wells Fargo & Company | 5,986 | $117.6K | 0.00% | +101+1.7% | Added |
| Citigroup Inc | 5,801 | $114.0K | 0.00% | −653−10.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,950 | $97.3K | 0.00% | +234+5.0% | Added |
| MetLife Investment Management | 4,620 | $90.8K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,568 | $89.8K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 3,972 | $78.0K | 0.00% | −59−1.5% | Reduced |
| FMR LLC | 3,132 | $61.5K | 0.00% | +17+0.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,345 | $26.4K | 0.00% | +1,345 | New |
| BNP Paribas Arbitrage, SA | 823 | $16.2K | 0.00% | −575−41.1% | Reduced |
| Legal & General Group Plc | 719 | $14.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 689 | $13.5K | 0.00% | −570−45.3% | Reduced |
| Ameritas Investment Partners, Inc. | 592 | $11.6K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 578 | $11.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 274 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 223 | $4.00K | 0.00% | +89+66.4% | Added |
| Sterling Capital Management LLC | 106 | $2.08K | 0.00% | −93−46.7% | Reduced |
| Harbor Capital Advisors, Inc. | 117 | $2.00K | 0.00% | +1+0.9% | Added |
| Russell Investments Group, Ltd. | 84 | $1.65K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 20 | $393 | 0.00% | +20 | New |
| Versant Capital Management, Inc | 12 | $236 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 10 | $197 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $177 | 0.00% | +9 | New |
| EverSource Wealth Advisors, LLC | 5 | $98 | 0.00% | +5 | New |
| Farther Finance Advisors, LLC | 5 | $97 | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −131,145−100.0% | Sold out |
| Fourthstone LLC | 0 | $0 | 0.00% | −24,972−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |