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Livermore
Livermore
ZHEN

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.

Q1 2025 vs. Q4 2024

How the institutions holding First Western Financial Inc changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of MYFW: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders67171+5
Shares5.89M28.1K5.81M−49.0K (−0.8%)
Value$115.2M$550.3K$114.2M−$408.9K (−0.4%)

1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (7)

Institutions that held First Western Financial Inc at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to MYFW in Q1 2025
InstitutionSharesValue% of portfolio
Basswood Capital Management, L.L.C.196,498$3.86M0.22%
Nuveen, LLC28,148$553.1K0.00%
Susquehanna International Group, LLP11,299$222.0K0.00%
Police & Firemen's Retirement System of New Jersey1,345$26.4K0.00%
The PNC Financial Services Group, Inc.20$3930.00%
True Wealth Design, LLC9$1770.00%
EverSource Wealth Advisors, LLC5$980.00%

Sold out (2)

Institutions that held First Western Financial Inc at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of MYFW in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Kennedy Capital Management, Inc.131,145$2.56M
Fourthstone LLC24,972$488.2K

Not filed for Q1 2025 yet (1)

Institutions that held First Western Financial Inc at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MYFW in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC28,148$550.3K