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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 5 | $97 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5 | $98 | 0.00% | +5 | New |
| True Wealth Design, LLC | 9 | $177 | 0.00% | +9 | New |
| Nisa Investment Advisors, LLC | 10 | $197 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $236 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 20 | $393 | 0.00% | +20 | New |
| Russell Investments Group, Ltd. | 84 | $1.65K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 117 | $2.00K | 0.00% | +1+0.9% | Added |
| Sterling Capital Management LLC | 106 | $2.08K | 0.00% | −93−46.7% | Reduced |
| CWM, LLC | 223 | $4.00K | 0.00% | +89+66.4% | Added |
| Amalgamated Bank | 274 | $5.00K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 578 | $11.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 592 | $11.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 689 | $13.5K | 0.00% | −570−45.3% | Reduced |
| Legal & General Group Plc | 719 | $14.1K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 823 | $16.2K | 0.00% | −575−41.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,345 | $26.4K | 0.00% | +1,345 | New |
| FMR LLC | 3,132 | $61.5K | 0.00% | +17+0.5% | Added |
| Corebridge Financial, Inc. | 3,972 | $78.0K | 0.00% | −59−1.5% | Reduced |
| New York State Common Retirement Fund | 4,568 | $89.8K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 4,620 | $90.8K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,950 | $97.3K | 0.00% | +234+5.0% | Added |
| Citigroup Inc | 5,801 | $114.0K | 0.00% | −653−10.1% | Reduced |
| Wells Fargo & Company | 5,986 | $117.6K | 0.00% | +101+1.7% | Added |
| Royal Bank of Canada | 7,001 | $137.0K | 0.00% | −584−7.7% | Reduced |
| HSBC Holdings PLC | 10,657 | $200.9K | 0.00% | −3,962−27.1% | Reduced |
| Bank of America Corp | 11,070 | $217.5K | 0.00% | −4,089−27.0% | Reduced |
| Susquehanna International Group, LLP | 11,299 | $222.0K | 0.00% | +11,299 | New |
| Rhumbline Advisers | 12,697 | $249.5K | 0.00% | +74+0.6% | Added |
| Lido Advisors, LLC | 13,924 | $273.6K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 14,160 | $278.2K | 0.00% | −34,135−70.7% | Reduced |
| JPMorgan Chase & Co | 15,285 | $300.4K | 0.00% | −14,467−48.6% | Reduced |
| Persistent Asset Partners Ltd | 17,384 | $341.6K | 0.30% | +2,846+19.6% | Added |
| Barclays PLC | 17,464 | $343.2K | 0.00% | −4,344−19.9% | Reduced |
| ELCO Management Co., LLC | 18,372 | $361.0K | 0.20% | −391−2.1% | Reduced |
| Bank of New York Mellon Corp | 18,664 | $366.7K | 0.00% | +2,047+12.3% | Added |
| Morgan Stanley | 21,084 | $414.3K | 0.00% | −252−1.2% | Reduced |
| Charles Schwab Investment Management Inc | 22,554 | $443.2K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 22,694 | $445.9K | 0.00% | +5,398+31.2% | Added |
| Empowered Funds, LLC | 24,763 | $486.6K | 0.01% | +1,824+8.0% | Added |
| STRS Ohio | 24,900 | $489.3K | 0.00% | −1,600−6.0% | Reduced |
| Raymond James Financial Inc | 25,000 | $491.3K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 28,148 | $553.1K | 0.00% | +28,148 | New |
| PMC FIG Opportunities LLC | 29,064 | $571.1K | 1.39% | +11,489+65.4% | Added |
| Goldman Sachs Group Inc | 36,257 | $712.5K | 0.00% | −12,152−25.1% | Reduced |
| Sippican Capital Advisors | 40,070 | $787.4K | 0.59% | +15,325+61.9% | Added |
| Acadian Asset Management LLC | 40,626 | $796.0K | 0.00% | +22,382+122.7% | Added |
| Biltmore Family Office, LLC | 45,316 | $890.5K | 0.15% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 51,939 | $1.02M | 0.53% | 00.0% | Unchanged |
| John W. Rosenthal Capital Management, Inc. | 56,187 | $1.10M | 1.11% | −3,258−5.5% | Reduced |
| Northern Trust Corp | 61,087 | $1.20M | 0.00% | −2,858−4.5% | Reduced |
| Bridgeway Capital Management, LLC | 80,245 | $1.58M | 0.04% | +13,555+20.3% | Added |
| Boothbay Fund Management, LLC | 93,552 | $1.84M | 0.07% | +33,091+54.7% | Added |
| State Street Corp | 108,413 | $2.13M | 0.00% | +500+0.5% | Added |
| First Western Trust Bank | 112,170 | $2.20M | 0.11% | +495+0.4% | Added |
| Diamond Hill Capital Management Inc | 158,544 | $3.12M | 0.01% | +3,666+2.4% | Added |
| Geode Capital Management, LLC | 175,277 | $3.44M | 0.00% | +3,371+2.0% | Added |
| Tieton Capital Management, LLC | 180,576 | $3.55M | 1.62% | −4,036−2.2% | Reduced |
| Basswood Capital Management, L.L.C. | 196,498 | $3.86M | 0.22% | +196,498 | New |
| RMB Capital Management, LLC | 196,656 | $3.86M | 0.10% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 201,321 | $3.96M | 0.00% | +8,640+4.5% | Added |
| Punch & Associates Investment Management, Inc. | 210,475 | $4.14M | 0.27% | −145,000−40.8% | Reduced |
| rhino investment partners, Inc | 225,710 | $4.44M | 1.09% | −6,479−2.8% | Reduced |
| Wasatch Advisors Inc | 250,684 | $4.93M | 0.03% | −79,133−24.0% | Reduced |
| Mendon Capital Advisors Corp | 257,207 | $5.05M | 2.34% | −391−0.2% | Reduced |
| Jacobs Asset Management, LLC | 325,177 | $6.39M | 4.04% | +13,053+4.2% | Added |
| Alliancebernstein L.P. | 369,564 | $7.26M | 0.00% | +14,993+4.2% | Added |
| North Reef Capital Management LP | 379,178 | $7.45M | 0.32% | +66,755+21.4% | Added |
| Vanguard Group Inc | 401,490 | $7.89M | 0.00% | −1,895−0.5% | Reduced |
| BlackRock, Inc. | 518,905 | $10.2M | 0.00% | −29,127−5.3% | Reduced |
| Banc Funds Co LLC | 636,177 | $12.5M | 1.65% | 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 |