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, Q3 2025
Institutional positions in First Western Financial Inc as of Sep 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
- 92
- +9 vs. Q2 2025
- Shares held
- 6.30M
- +296.1K (+4.9%) vs. Q2 2025
- Total value
- $145.0M
- +$9.55M (+7.0%) vs. Q2 2025
- New holders
- 19
- 29 more added
- Sold out
- 10
- 28 more reduced
Compare with Q2 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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding First Western Financial Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| North Reef Capital Management LP | 617,824 | $14.2M | 0.67% | +72,102+13.2% | Added |
| BlackRock, Inc. | 494,887 | $11.4M | 0.00% | −13,508−2.7% | Reduced |
| Vanguard Group Inc | 427,427 | $9.84M | 0.00% | −6,025−1.4% | Reduced |
| Banc Funds Co LLC | 414,629 | $9.55M | 1.67% | −75,892−15.5% | Reduced |
| Algebris (UK) Ltd | 315,449 | $7.26M | 0.82% | +315,449 | New |
| Jacobs Asset Management, LLC | 314,959 | $7.25M | 3.97% | −25,041−7.4% | Reduced |
| Punch & Associates Investment Management, Inc. | 311,502 | $7.17M | 0.42% | −3,235−1.0% | Reduced |
| Mendon Capital Advisors Corp | 253,336 | $5.83M | 2.66% | −27,188−9.7% | Reduced |
| Dimensional Fund Advisors LP | 250,077 | $5.76M | 0.00% | +12,730+5.4% | Added |
| Alliancebernstein L.P. | 199,483 | $4.59M | 0.00% | −157,981−44.2% | Reduced |
| RMB Capital Management, LLC | 197,056 | $4.54M | 0.08% | 00.0% | Unchanged |
| Tieton Capital Management, LLC | 181,876 | $4.19M | 1.45% | +2,535+1.4% | Added |
| Geode Capital Management, LLC | 180,427 | $4.15M | 0.00% | −1,281−0.7% | Reduced |
| Boothbay Fund Management, LLC | 156,282 | $3.60M | 0.09% | +57,565+58.3% | Added |
| Diamond Hill Capital Management Inc | 153,379 | $3.53M | 0.02% | −4,035−2.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 130,798 | $3.01M | 0.01% | +130,798 | New |
| State Street Corp | 128,298 | $2.95M | 0.00% | +4,432+3.6% | Added |
| PMC FIG Opportunities LLC | 120,111 | $2.77M | 4.23% | +52,234+77.0% | Added |
| Wellington Management Group LLP | 110,725 | $2.55M | 0.00% | +110,725 | New |
| First Western Trust Bank | 109,503 | $2.52M | 0.12% | −3,162−2.8% | Reduced |
| Acadian Asset Management LLC | 94,025 | $2.16M | 0.00% | +22,387+31.3% | Added |
| Marshall Wace, LLP | 85,397 | $1.97M | 0.00% | −11,837−12.2% | Reduced |
| Bridgeway Capital Management, LLC | 77,758 | $1.79M | 0.04% | −4,775−5.8% | Reduced |
| Renaissance Technologies LLC | 62,300 | $1.43M | 0.00% | −12,500−16.7% | Reduced |
| Northern Trust Corp | 62,014 | $1.43M | 0.00% | +254+0.4% | Added |
| John W. Rosenthal Capital Management, Inc. | 55,113 | $1.27M | 1.22% | −163−0.3% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 51,939 | $1.20M | 0.52% | 00.0% | Unchanged |
| Sippican Capital Advisors | 47,825 | $1.10M | 0.73% | +2,725+6.0% | Added |
| Biltmore Family Office, LLC | 45,316 | $1.04M | 0.15% | 00.0% | Unchanged |
| Victory Capital Management Inc | 39,320 | $905.3K | 0.00% | +39,320 | New |
| Two Sigma Investments, LP | 38,966 | $897.2K | 0.00% | +38,966 | New |
| Persistent Asset Partners Ltd | 38,607 | $888.9K | 0.64% | +15,201+64.9% | Added |
| Morgan Stanley | 36,320 | $836.3K | 0.00% | +8,346+29.8% | Added |
| SummerHaven Investment Management, LLC | 35,552 | $818.6K | 0.48% | +35,552 | New |
| Empowered Funds, LLC | 30,376 | $699.4K | 0.01% | +3,325+12.3% | Added |
| First Trust Advisors LP | 29,081 | $669.6K | 0.00% | +29,081 | New |
| Goldman Sachs Group Inc | 26,159 | $602.3K | 0.00% | +3,006+13.0% | Added |
| Raymond James Financial Inc | 25,000 | $575.6K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 24,101 | $554.9K | 0.00% | −8,150−25.3% | Reduced |
| Charles Schwab Investment Management Inc | 24,018 | $553.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 22,600 | $520.4K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 20,662 | $475.7K | 0.00% | −12,819−38.3% | Reduced |
| Barclays PLC | 20,544 | $473.0K | 0.00% | −2,413−10.5% | Reduced |
| Ameriprise Financial Inc | 19,000 | $437.5K | 0.00% | +19,000 | New |
| Bank of New York Mellon Corp | 18,956 | $436.5K | 0.00% | +1,203+6.8% | Added |
| Round Rock Advisors, LLC | 18,210 | $413.0K | 0.07% | +18,210 | New |
| Trexquant Investment LP | 15,973 | $367.8K | 0.00% | +6,894+75.9% | Added |
| Arrowstreet Capital, Limited Partnership | 14,955 | $344.3K | 0.00% | −868−5.5% | Reduced |
| ELCO Management Co., LLC | 14,746 | $339.5K | 0.18% | −3,626−19.7% | Reduced |
| American Century Companies Inc | 14,078 | $324.1K | 0.00% | +14,078 | New |
| Lido Advisors, LLC | 13,925 | $320.6K | 0.00% | +10.0% | Added |
| AQR Capital Management LLC | 12,019 | $276.7K | 0.00% | +12,019 | New |
| Jane Street Group, LLC | 11,749 | $270.5K | 0.00% | +896+8.3% | Added |
| Rhumbline Advisers | 11,548 | $265.9K | 0.00% | −1,564−11.9% | Reduced |
| Jump Financial, LLC | 8,898 | $204.9K | 0.00% | +8,898 | New |
| Bank of America Corp | 7,547 | $173.8K | 0.00% | −2,986−28.3% | Reduced |
| Deutsche Bank AG | 7,516 | $173.1K | 0.00% | +7,516 | New |
| JPMorgan Chase & Co | 7,350 | $169.2K | 0.00% | +1,555+26.8% | Added |
| Wells Fargo & Company | 7,306 | $168.2K | 0.00% | +955+15.0% | Added |
| UBS Group AG | 5,893 | $135.7K | 0.00% | −12,598−68.1% | Reduced |
| MetLife Investment Management | 4,620 | $106.4K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 3,957 | $91.1K | 0.00% | −759−16.1% | Reduced |
| Royal Bank of Canada | 3,622 | $84.0K | 0.00% | −8,101−69.1% | Reduced |
| FMR LLC | 2,960 | $68.2K | 0.00% | −184−5.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,794 | $64.3K | 0.00% | +1,449+107.7% | Added |
| BNP Paribas Arbitrage, SA | 1,631 | $37.6K | 0.00% | +441+37.1% | Added |
| New York State Common Retirement Fund | 1,068 | $24.6K | 0.00% | +1,000+1,470.6% | Added |
| Russell Investments Group, Ltd. | 841 | $19.4K | 0.00% | +841 | New |
| Legal & General Group Plc | 810 | $18.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 655 | $15.0K | 0.00% | +292+80.4% | Added |
| Tower Research Capital LLC (TRC) | 636 | $14.6K | 0.00% | −693−52.1% | Reduced |
| Ameritas Investment Partners, Inc. | 592 | $13.6K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 579 | $13.3K | 0.00% | +1+0.2% | Added |
| Sterling Capital Management LLC | 377 | $8.68K | 0.00% | +208+123.1% | Added |
| Citigroup Inc | 325 | $7.48K | 0.00% | −2,647−89.1% | Reduced |
| Amalgamated Bank | 274 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 210 | $4.83K | 0.00% | +210 | New |
| Essential Partners LLC | 161 | $3.71K | 0.00% | +149+1,241.7% | Added |
| Optiver Holding B.V. | 142 | $3.27K | 0.00% | +142 | New |
| Harbor Capital Advisors, Inc. | 125 | $3.00K | 0.00% | +5+4.2% | Added |
| SRS Capital Advisors, Inc. | 122 | $2.81K | 0.00% | +122 | New |
| GAMMA Investing LLC | 92 | $2.12K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 46 | $1.06K | 0.00% | −5−9.8% | Reduced |
| Covestor Ltd | 24 | $1.00K | 0.00% | +24 | New |
| The PNC Financial Services Group, Inc. | 20 | $461 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $276 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 10 | $230 | 0.00% | +10 | Added |
| Nisa Investment Advisors, LLC | 10 | $230 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 8 | $185 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $185 | 0.00% | +4+100.0% | Added |
| Farther Finance Advisors, LLC | 5 | $115 | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 2,146 | – | – | +2,146 | New |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −183,108−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −58,941−100.0% | Sold out |
| Colorado Capital Management, Inc. | 0 | $0 | 0.00% | −39,744−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −38,824−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −10,874−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,804−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −9,682−100.0% | Sold out |
| rhino investment partners, Inc | 0 | $0 | 0.00% | −2,809−100.0% | Sold out |