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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.

13F holders, Q2 2025

Institutional positions in First Western Financial Inc as of Jun 30, 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
83
+12 vs. Q1 2025
Shares held
6.00M
+189.4K (+3.3%) vs. Q1 2025
Total value
$135.4M
+$21.2M (+18.6%) vs. Q1 2025
New holders
16
35 more added
Sold out
4
18 more reduced

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 83 institutions
Q1 2021: 56 institutionsQ2 2021: 50 institutionsQ3 2021: 48 institutionsQ4 2021: 53 institutionsQ1 2022: 61 institutionsQ2 2022: 70 institutionsQ3 2022: 64 institutionsQ4 2022: 62 institutionsQ1 2023: 59 institutionsQ2 2023: 59 institutionsQ3 2023: 58 institutionsQ4 2023: 60 institutionsQ1 2024: 57 institutionsQ2 2024: 63 institutionsQ3 2024: 71 institutionsQ4 2024: 67 institutionsQ1 2025: 71 institutionsQ2 2025: 83 institutionsQ3 2025: 92 institutionsQ4 2025: 94 institutionsQ1 2026: 95 institutionsQ2 2026: 103 institutions
Value heldQ2 2025: $135.4M
Q1 2021: $95.3MQ2 2021: $94.5MQ3 2021: $107.5MQ4 2021: $120.8MQ1 2022: $136.1MQ2 2022: $130.2MQ3 2022: $120.1MQ4 2022: $137.3MQ1 2023: $96.6MQ2 2023: $94.9MQ3 2023: $96.0MQ4 2023: $106.8MQ1 2024: $80.3MQ2 2024: $95.3MQ3 2024: $112.0MQ4 2024: $115.2MQ1 2025: $114.2MQ2 2025: $135.4MQ3 2025: $145.0MQ4 2025: $173.7MQ1 2026: $163.4MQ2 2026: $214.6M
Institutions holding MYFW and their total value by quarter
QuarterHoldersValue
Q2 2026103$214.6M
Q1 202695$163.4M
Q4 202594$173.7M
Q3 202592$145.0M
Q2 202583$135.4M
Q1 202571$114.2M
Q4 202467$115.2M
Q3 202471$112.0M
Q2 202463$95.3M
Q1 202457$80.3M
Q4 202360$106.8M
Q3 202358$96.0M
Q2 202359$94.9M
Q1 202359$96.6M
Q4 202262$137.3M
Q3 202264$120.1M
Q2 202270$130.2M
Q1 202261$136.1M
Q4 202153$120.8M
Q3 202148$107.5M
Q2 202150$94.5M
Q1 202156$95.3M

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding First Western Financial Inc; share changes are against Q1 2025.

Institutions holding MYFW in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
True Wealth Design, LLC4$910.00%−5−55.6%Reduced
Farther Finance Advisors, LLC5$1130.00%00.0%Unchanged
Allworth Financial LP8$1810.00%+8New
Nisa Investment Advisors, LLC10$2260.00%00.0%Unchanged
IFP Advisors, Inc0$2490.00%0New
Versant Capital Management, Inc12$2710.00%00.0%Unchanged
Essential Partners LLC12$2710.00%+12New
The PNC Financial Services Group, Inc.20$4510.00%00.0%Unchanged
Federated Hermes, Inc.31$6990.00%+31New
EverSource Wealth Advisors, LLC51$1.15K0.00%+46+920.0%Added
New York State Common Retirement Fund68$1.53K0.00%−4,500−98.5%Reduced
Point72 (DIFC) Ltd80$1.80K0.00%+80New
GAMMA Investing LLC92$2.08K0.00%+92New
Harbor Capital Advisors, Inc.120$3.00K0.00%+3+2.6%Added
Sterling Capital Management LLC169$3.81K0.00%+63+59.4%Added
Amalgamated Bank274$6.00K0.00%00.0%Unchanged
CWM, LLC363$8.00K0.00%+140+62.8%Added
California State Teachers Retirement System578$13.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.592$13.4K0.00%00.0%Unchanged
Legal & General Group Plc810$18.3K0.00%+91+12.7%Added
BNP Paribas Arbitrage, SA1,190$26.8K0.00%+367+44.6%Added
Tower Research Capital LLC (TRC)1,329$30.0K0.00%+640+92.9%Added
Police & Firemen's Retirement System of New Jersey1,345$30.3K0.00%00.0%Unchanged
rhino investment partners, Inc2,809$63.4K0.02%−222,901−98.8%Reduced
Citigroup Inc2,972$67.0K0.00%−2,829−48.8%Reduced
FMR LLC3,144$70.9K0.00%+12+0.4%Added
MetLife Investment Management4,620$104.2K0.00%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.4,716$106.4K0.00%−234−4.7%Reduced
JPMorgan Chase & Co5,795$130.7K0.00%−9,490−62.1%Reduced
Wells Fargo & Company6,351$143.3K0.00%+365+6.1%Added
Trexquant Investment LP9,079$204.8K0.00%+9,079New
Quadrature Capital Ltd9,682$218.5K0.00%+9,682New
Bank of America Corp10,533$237.6K0.00%−537−4.9%Reduced
Susquehanna International Group, LLP10,804$243.7K0.00%−495−4.4%Reduced
Jane Street Group, LLC10,853$244.8K0.00%+10,853New
Cubist Systematic Strategies, LLC10,874$245.3K0.00%+10,874New
Royal Bank of Canada11,723$265.0K0.00%+4,722+67.4%Added
Rhumbline Advisers13,112$295.8K0.00%+415+3.3%Added
Lido Advisors, LLC13,924$314.1K0.00%00.0%Unchanged
Arrowstreet Capital, Limited Partnership15,823$357.0K0.00%+15,823New
Bank of New York Mellon Corp17,753$400.5K0.00%−911−4.9%Reduced
ELCO Management Co., LLC18,372$414.5K0.22%00.0%Unchanged
UBS Group AG18,491$417.2K0.00%+4,331+30.6%Added
STRS Ohio22,600$509.9K0.00%−2,300−9.2%Reduced
Barclays PLC22,957$517.9K0.00%+5,493+31.5%Added
Goldman Sachs Group Inc23,153$522.3K0.00%−13,104−36.1%Reduced
Persistent Asset Partners Ltd23,406$528.0K0.46%+6,022+34.6%Added
Charles Schwab Investment Management Inc24,018$541.8K0.00%+1,464+6.5%Added
Raymond James Financial Inc25,000$564.0K0.00%00.0%Unchanged
Empowered Funds, LLC27,051$610.3K0.01%+2,288+9.2%Added
Morgan Stanley27,974$631.1K0.00%+6,890+32.7%Added
Nuveen, LLC32,251$727.6K0.00%+4,103+14.6%Added
Los Angeles Capital Management LLC33,481$755.3K0.00%+33,481New
Millennium Management LLC38,824$875.9K0.00%+38,824New
Colorado Capital Management, Inc.39,744$897.0K0.38%+39,744New
Sippican Capital Advisors45,100$1.02M0.74%+5,030+12.6%Added
Biltmore Family Office, LLC45,316$1.02M0.17%00.0%Unchanged
Cherry Creek Investment Advisors, Inc.51,939$1.17M0.55%00.0%Unchanged
John W. Rosenthal Capital Management, Inc.55,276$1.25M1.26%−911−1.6%Reduced
Citadel Advisors LLC58,941$1.33M0.00%+36,247+159.7%Added
Northern Trust Corp61,760$1.39M0.00%+673+1.1%Added
PMC FIG Opportunities LLC67,877$1.53M2.28%+38,813+133.5%Added
Acadian Asset Management LLC71,638$1.61M0.00%+31,012+76.3%Added
Renaissance Technologies LLC74,800$1.69M0.00%+74,800New
Bridgeway Capital Management, LLC82,533$1.86M0.04%+2,288+2.9%Added
Marshall Wace, LLP97,234$2.19M0.00%+97,234New
Boothbay Fund Management, LLC98,717$2.23M0.07%+5,165+5.5%Added
First Western Trust Bank112,665$2.54M0.11%+495+0.4%Added
State Street Corp123,866$2.79M0.00%+15,453+14.3%Added
Diamond Hill Capital Management Inc157,414$3.55M0.02%−1,130−0.7%Reduced
Tieton Capital Management, LLC179,341$4.05M1.58%−1,235−0.7%Reduced
Geode Capital Management, LLC181,708$4.10M0.00%+6,431+3.7%Added
Basswood Capital Management, L.L.C.183,108$4.13M0.21%−13,390−6.8%Reduced
RMB Capital Management, LLC197,056$4.45M0.08%+400+0.2%Added
Dimensional Fund Advisors LP237,347$5.35M0.00%+36,026+17.9%Added
Mendon Capital Advisors Corp280,524$6.33M3.19%+23,317+9.1%Added
Punch & Associates Investment Management, Inc.314,737$7.10M0.44%+104,262+49.5%Added
Jacobs Asset Management, LLC340,000$7.67M4.37%+14,823+4.6%Added
Alliancebernstein L.P.357,464$8.06M0.00%−12,100−3.3%Reduced
Vanguard Group Inc433,452$9.78M0.00%+31,962+8.0%Added
Banc Funds Co LLC490,521$11.1M1.67%−145,656−22.9%Reduced
BlackRock, Inc.508,395$11.5M0.00%−10,510−2.0%Reduced
North Reef Capital Management LP545,722$12.3M0.55%+166,544+43.9%Added
Wasatch Advisors Inc0$00.00%−250,684−100.0%Sold out
HSBC Holdings PLC0$00.00%−10,657−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−3,972−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−84−100.0%Sold out