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, Q4 2025
Institutional positions in First Western Financial Inc as of Dec 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
- 94
- +2 vs. Q3 2025
- Shares held
- 6.48M
- +185.4K (+2.9%) vs. Q3 2025
- Total value
- $173.7M
- +$28.8M (+19.8%) vs. Q3 2025
- New holders
- 9
- 27 more added
- Sold out
- 7
- 31 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding First Western Financial Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| North Reef Capital Management LP | 685,954 | $18.4M | 0.74% | +68,130+11.0% | Added |
| BlackRock, Inc. | 503,790 | $13.5M | 0.00% | +8,903+1.8% | Added |
| Vanguard Group Inc | 455,597 | $12.2M | 0.00% | +28,170+6.6% | Added |
| Banc Funds Co LLC | 346,090 | $9.28M | 1.84% | −68,539−16.5% | Reduced |
| Algebris (UK) Ltd | 340,807 | $9.14M | 0.73% | +25,358+8.0% | Added |
| Punch & Associates Investment Management, Inc. | 270,945 | $7.26M | 0.42% | −40,557−13.0% | Reduced |
| Jacobs Asset Management, LLC | 267,740 | $7.18M | 4.00% | −47,219−15.0% | Reduced |
| Dimensional Fund Advisors LP | 255,294 | $6.84M | 0.00% | +5,217+2.1% | Added |
| Mendon Capital Advisors Corp | 253,336 | $6.79M | 2.66% | 00.0% | Unchanged |
| Wellington Management Group LLP | 242,680 | $6.51M | 0.00% | +131,955+119.2% | Added |
| Alliancebernstein L.P. | 204,027 | $5.47M | 0.00% | +4,544+2.3% | Added |
| RMB Capital Management, LLC | 197,056 | $5.28M | 0.09% | 00.0% | Unchanged |
| Tieton Capital Management, LLC | 183,611 | $4.92M | 1.68% | +1,735+1.0% | Added |
| Geode Capital Management, LLC | 180,212 | $4.83M | 0.00% | −215−0.1% | Reduced |
| Diamond Hill Capital Management Inc | 158,643 | $4.25M | 0.02% | +5,264+3.4% | Added |
| Boothbay Fund Management, LLC | 155,177 | $4.16M | 0.11% | −1,105−0.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 130,798 | $3.51M | 0.01% | 00.0% | Unchanged |
| State Street Corp | 128,411 | $3.44M | 0.00% | +113+0.1% | Added |
| PMC FIG Opportunities LLC | 107,164 | $2.87M | 4.51% | −12,947−10.8% | Reduced |
| Acadian Asset Management LLC | 103,678 | $2.78M | 0.00% | +9,653+10.3% | Added |
| First Western Trust Bank | 91,479 | $2.45M | 0.12% | −18,024−16.5% | Reduced |
| Bridgeway Capital Management, LLC | 80,717 | $2.16M | 0.05% | +2,959+3.8% | Added |
| Brevan Howard Capital Management LP | 68,205 | $1.83M | 0.03% | +68,205 | New |
| Northern Trust Corp | 55,494 | $1.49M | 0.00% | −6,520−10.5% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 55,113 | $1.48M | 1.37% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 51,939 | $1.39M | 0.60% | 00.0% | Unchanged |
| SEI Investments Co | 48,461 | $1.30M | 0.00% | +48,461 | New |
| Marshall Wace, LLP | 47,873 | $1.28M | 0.00% | −37,524−43.9% | Reduced |
| Sippican Capital Advisors | 47,825 | $1.28M | 0.82% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 45,316 | $1.21M | 0.17% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 43,432 | $1.16M | 0.10% | +43,432 | New |
| Round Rock Advisors, LLC | 41,081 | $1.10M | 0.17% | +22,871+125.6% | Added |
| Renaissance Technologies LLC | 40,800 | $1.09M | 0.00% | −21,500−34.5% | Reduced |
| Persistent Asset Partners Ltd | 37,659 | $1.01M | 0.49% | −948−2.5% | Reduced |
| SummerHaven Investment Management, LLC | 35,552 | $953.1K | 0.54% | 00.0% | Unchanged |
| Morgan Stanley | 35,310 | $946.7K | 0.00% | −1,010−2.8% | Reduced |
| Empowered Funds, LLC | 33,335 | $893.7K | 0.02% | +2,959+9.7% | Added |
| Two Sigma Investments, LP | 30,755 | $824.5K | 0.00% | −8,211−21.1% | Reduced |
| First Trust Advisors LP | 28,134 | $754.3K | 0.00% | −947−3.3% | Reduced |
| Goldman Sachs Group Inc | 27,886 | $747.6K | 0.00% | +1,727+6.6% | Added |
| Raymond James Financial Inc | 25,000 | $670.3K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 24,101 | $646.1K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 22,618 | $606.4K | 0.00% | −1,400−5.8% | Reduced |
| Trexquant Investment LP | 21,845 | $585.7K | 0.01% | +5,872+36.8% | Added |
| Barclays PLC | 21,788 | $584.1K | 0.00% | +1,244+6.1% | Added |
| STRS Ohio | 21,600 | $579.1K | 0.00% | −1,000−4.4% | Reduced |
| Permanent Capital Management, LP | 21,000 | $563.0K | 0.11% | +21,000 | New |
| Bank of New York Mellon Corp | 20,360 | $545.9K | 0.00% | +1,404+7.4% | Added |
| Ameriprise Financial Inc | 19,000 | $509.4K | 0.00% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 14,746 | $395.3K | 0.25% | 00.0% | Unchanged |
| American Century Companies Inc | 14,078 | $377.4K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 16,393 | $371.5K | 0.00% | −4,269−20.7% | Reduced |
| AQR Capital Management LLC | 13,217 | $354.3K | 0.00% | +1,198+10.0% | Added |
| Lido Advisors, LLC | 13,925 | $320.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 10,875 | $291.6K | 0.00% | +3,328+44.1% | Added |
| Wells Fargo & Company | 10,605 | $284.3K | 0.00% | +3,299+45.2% | Added |
| Arrowstreet Capital, Limited Partnership | 10,106 | $270.9K | 0.00% | −4,849−32.4% | Reduced |
| Rhumbline Advisers | 9,957 | $266.9K | 0.00% | −1,591−13.8% | Reduced |
| Citadel Advisors LLC | 7,851 | $210.5K | 0.00% | +7,851 | New |
| R Squared Ltd | 7,743 | $207.6K | 0.10% | +7,743 | New |
| Deutsche Bank AG | 7,516 | $201.5K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 5,417 | $145.2K | 0.00% | −476−8.1% | Reduced |
| MetLife Investment Management | 4,620 | $123.9K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,178 | $112.0K | 0.00% | −3,172−43.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,829 | $102.7K | 0.00% | −128−3.2% | Reduced |
| FMR LLC | 3,333 | $89.4K | 0.00% | +373+12.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,794 | $74.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,825 | $48.9K | 0.00% | +194+11.9% | Added |
| New York State Common Retirement Fund | 1,068 | $28.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 841 | $22.5K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 810 | $21.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 687 | $18.0K | 0.00% | +32+4.9% | Added |
| Ameritas Investment Partners, Inc. | 592 | $15.9K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 509 | $13.6K | 0.00% | −70−12.1% | Reduced |
| Royal Bank of Canada | 446 | $13.0K | 0.00% | −3,176−87.7% | Reduced |
| State of Alaska, Department of Revenue | 476 | $12.0K | 0.00% | +476 | New |
| Tower Research Capital LLC (TRC) | 416 | $11.2K | 0.00% | −220−34.6% | Reduced |
| Sterling Capital Management LLC | 328 | $8.79K | 0.00% | −49−13.0% | Reduced |
| Amalgamated Bank | 260 | $7.00K | 0.00% | −14−5.1% | Reduced |
| Citigroup Inc | 188 | $5.04K | 0.00% | −137−42.2% | Reduced |
| Essential Partners LLC | 160 | $4.29K | 0.00% | −1−0.6% | Reduced |
| Optiver Holding B.V. | 142 | $3.81K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 123 | $3.00K | 0.00% | −2−1.6% | Reduced |
| GAMMA Investing LLC | 92 | $2.47K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 48 | $1.29K | 0.00% | +2+4.3% | Added |
| The PNC Financial Services Group, Inc. | 23 | $617 | 0.00% | +3+15.0% | Added |
| Versant Capital Management, Inc | 12 | $322 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 10 | $268 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $242 | 0.00% | +1+12.5% | Added |
| IFP Advisors, Inc | 9 | $241 | 0.00% | −1−10.0% | Reduced |
| Allworth Financial LP | 8 | $215 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $134 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 4 | $108 | 0.00% | +4 | New |
| Sunbelt Securities, Inc. | 1 | $27 | 0.00% | +1 | New |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −39,320−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,749−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −8,898−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −24−100.0% | Sold out |