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 2026
Institutional positions in First Western Financial Inc as of Mar 31, 2026. 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
- 95
- +2 vs. Q4 2025
- Shares held
- 6.63M
- +599.3K (+9.9%) vs. Q4 2025
- Total value
- $163.4M
- +$1.85M (+1.1%) vs. Q4 2025
- New holders
- 8
- 34 more added
- Sold out
- 6
- 31 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding First Western Financial Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| North Reef Capital Management LP | 716,609 | $17.6M | 0.61% | +30,655+4.5% | Added |
| Wellington Management Group LLP | 520,329 | $12.8M | 0.00% | +277,649+114.4% | Added |
| BlackRock, Inc. | 496,361 | $12.2M | 0.00% | −7,429−1.5% | Reduced |
| Vanguard Capital Management LLC | 353,829 | $8.70M | 0.00% | +353,829 | New |
| Banc Funds Co LLC | 348,404 | $8.56M | 1.59% | +2,314+0.7% | Added |
| Algebris (UK) Ltd | 344,049 | $8.44M | 0.61% | +3,242+1.0% | Added |
| Dimensional Fund Advisors LP | 261,734 | $6.43M | 0.00% | +6,440+2.5% | Added |
| Jacobs Asset Management, LLC | 257,819 | $6.34M | 3.79% | −9,921−3.7% | Reduced |
| Mendon Capital Advisors Corp | 253,336 | $6.23M | 2.41% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 248,195 | $6.10M | 0.35% | −22,750−8.4% | Reduced |
| Alliancebernstein L.P. | 206,929 | $5.55M | 0.00% | +2,902+1.4% | Added |
| RMB Capital Management, LLC | 197,056 | $4.84M | 0.09% | 00.0% | Unchanged |
| Tieton Capital Management, LLC | 190,094 | $4.67M | 1.57% | +6,483+3.5% | Added |
| Geode Capital Management, LLC | 179,042 | $4.40M | 0.00% | −1,170−0.6% | Reduced |
| Diamond Hill Capital Management Inc | 159,832 | $3.93M | 0.02% | +1,189+0.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 131,158 | $3.22M | 0.01% | +360+0.3% | Added |
| State Street Corp | 129,319 | $3.18M | 0.00% | +908+0.7% | Added |
| Boothbay Fund Management, LLC | 112,993 | $2.78M | 0.07% | −42,184−27.2% | Reduced |
| Acadian Asset Management LLC | 103,678 | $2.54M | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 100,000 | $2.46M | 0.03% | +31,795+46.6% | Added |
| SEI Investments Co | 98,729 | $2.43M | 0.00% | +50,268+103.7% | Added |
| First Western Trust Bank | 98,231 | $2.41M | 0.12% | +6,752+7.4% | Added |
| PMC FIG Opportunities LLC | 87,487 | $2.15M | 3.33% | −19,677−18.4% | Reduced |
| Bridgeway Capital Management, LLC | 83,850 | $2.06M | 0.04% | +3,133+3.9% | Added |
| Northern Trust Corp | 57,951 | $1.42M | 0.00% | +2,457+4.4% | Added |
| John W. Rosenthal Capital Management, Inc. | 55,113 | $1.35M | 1.33% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 51,939 | $1.28M | 0.55% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 51,130 | $1.26M | 0.00% | +51,130 | New |
| Vanguard Portfolio Management LLC | 48,518 | $1.19M | 0.00% | +48,518 | New |
| Round Rock Advisors, LLC | 47,431 | $1.17M | 0.18% | +6,350+15.5% | Added |
| Sippican Capital Advisors | 46,475 | $1.14M | 0.78% | −1,350−2.8% | Reduced |
| Biltmore Family Office, LLC | 45,316 | $1.11M | 0.16% | 00.0% | Unchanged |
| Empowered Funds, LLC | 36,468 | $896.4K | 0.01% | +3,133+9.4% | Added |
| Persistent Asset Partners Ltd | 34,520 | $848.5K | 0.33% | −3,139−8.3% | Reduced |
| Goldman Sachs Group Inc | 33,771 | $830.1K | 0.00% | +5,885+21.1% | Added |
| SummerHaven Investment Management, LLC | 31,385 | $771.4K | 0.47% | −4,167−11.7% | Reduced |
| UBS Group AG | 28,860 | $709.4K | 0.00% | +23,443+432.8% | Added |
| First Trust Advisors LP | 27,912 | $686.1K | 0.00% | −222−0.8% | Reduced |
| Morgan Stanley | 27,403 | $673.6K | 0.00% | −7,907−22.4% | Reduced |
| Raymond James Financial Inc | 25,000 | $614.5K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 24,272 | $596.6K | 0.00% | +171+0.7% | Added |
| STRS Ohio | 21,600 | $530.9K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 20,700 | $508.8K | 0.00% | −1,918−8.5% | Reduced |
| Bank of New York Mellon Corp | 19,158 | $470.9K | 0.00% | −1,202−5.9% | Reduced |
| Ameriprise Financial Inc | 19,000 | $467.0K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 18,100 | $444.9K | 0.00% | −22,700−55.6% | Reduced |
| ELCO Management Co., LLC | 14,746 | $362.5K | 0.17% | 00.0% | Unchanged |
| American Century Companies Inc | 14,078 | $346.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 14,061 | $345.6K | 0.00% | +844+6.4% | Added |
| Lido Advisors, LLC | 13,079 | $321.5K | 0.00% | −846−6.1% | Reduced |
| Bank of America Corp | 12,053 | $296.3K | 0.00% | +1,178+10.8% | Added |
| Two Sigma Investments, LP | 11,836 | $290.9K | 0.00% | −18,919−61.5% | Reduced |
| Trexquant Investment LP | 11,362 | $279.3K | 0.00% | −10,483−48.0% | Reduced |
| Barclays PLC | 10,692 | $262.8K | 0.00% | −11,096−50.9% | Reduced |
| Rhumbline Advisers | 10,030 | $246.5K | 0.00% | +73+0.7% | Added |
| Concurrent Investment Advisors, LLC | 9,373 | $230.4K | 0.00% | +9,373 | New |
| Arrowstreet Capital, Limited Partnership | 8,423 | $207.0K | 0.00% | −1,683−16.7% | Reduced |
| Deutsche Bank AG | 7,198 | $176.9K | 0.00% | −318−4.2% | Reduced |
| Los Angeles Capital Management LLC | 6,754 | $166.0K | 0.00% | −9,639−58.8% | Reduced |
| MetLife Investment Management | 4,620 | $113.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,136 | $101.7K | 0.00% | −6,469−61.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,931 | $96.6K | 0.00% | +102+2.7% | Added |
| JPMorgan Chase & Co | 3,365 | $83.4K | 0.00% | −813−19.5% | Reduced |
| FMR LLC | 2,978 | $73.2K | 0.00% | −355−10.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,794 | $68.7K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 2,689 | $66.1K | 0.00% | +2,689 | New |
| BNP Paribas Arbitrage, SA | 1,751 | $43.0K | 0.00% | −74−4.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,166 | $28.7K | 0.00% | +750+180.3% | Added |
| New York State Common Retirement Fund | 1,068 | $26.3K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 841 | $20.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 751 | $18.5K | 0.00% | −59−7.3% | Reduced |
| CWM, LLC | 719 | $17.7K | 0.00% | +32+4.7% | Added |
| State of Alaska, Department of Revenue | 696 | $17.0K | 0.00% | +220+46.2% | Added |
| Ameritas Investment Partners, Inc. | 592 | $14.6K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 448 | $11.0K | 0.00% | −61−12.0% | Reduced |
| Citigroup Inc | 402 | $9.88K | 0.00% | +214+113.8% | Added |
| Sterling Capital Management LLC | 197 | $4.84K | 0.00% | −131−39.9% | Reduced |
| Harbor Capital Advisors, Inc. | 163 | $4.00K | 0.00% | +40+32.5% | Added |
| Essential Partners LLC | 160 | $3.93K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 111 | $2.73K | 0.00% | +19+20.7% | Added |
| Royal Bank of Canada | 89 | $2.00K | 0.00% | −357−80.0% | Reduced |
| Optiver Holding B.V. | 78 | $1.92K | 0.00% | −64−45.1% | Reduced |
| EverSource Wealth Advisors, LLC | 50 | $1.23K | 0.00% | +2+4.2% | Added |
| The PNC Financial Services Group, Inc. | 20 | $492 | 0.00% | −3−13.0% | Reduced |
| Allworth Financial LP | 17 | $418 | 0.00% | +9+112.5% | Added |
| Versant Capital Management, Inc | 12 | $295 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 10 | $246 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $222 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 9 | $221 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6 | $150 | 0.00% | +1+20.0% | Added |
| MAI Capital Management | 5 | $123 | 0.00% | +1+25.0% | Added |
| Basecamp Wealth Advisors LLC | 5 | $123 | 0.00% | +5 | New |
| Root Financial Partners, LLC | 4 | $98 | 0.00% | +4 | New |
| Rothschild Investment LLC | 3 | $74 | 0.00% | +3 | New |
| Sunbelt Securities, Inc. | 1 | $25 | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −47,873−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −43,432−100.0% | Sold out |
| Permanent Capital Management, LP | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −7,851−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −7,743−100.0% | Sold out |