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