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.
Q1 2026 vs. Q4 2025
How the institutions holding First Western Financial Inc changed between Q4 2025 and Q1 2026.
All holders in Q1 2026All holders in Q4 2025
| Measure | Q4 2025 | Of which not filed for Q1 2026 | Q1 2026 | Change |
|---|---|---|---|---|
| Holders | 94 | 1 | 95 | +2 |
| Shares | 6.48M | 455.6K | 6.63M | +599.3K (+9.9%) |
| Value | $173.7M | $12.2M | $163.4M | +$1.85M (+1.1%) |
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (8)
Institutions that held First Western Financial Inc at the end of Q1 2026 but not at the end of Q4 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Vanguard Capital Management LLC | 353,829 | $8.70M | 0.00% |
| Vanguard Fiduciary Trust Co | 51,130 | $1.26M | 0.00% |
| Vanguard Portfolio Management LLC | 48,518 | $1.19M | 0.00% |
| Concurrent Investment Advisors, LLC | 9,373 | $230.4K | 0.00% |
| Vanguard Global Advisers, LLC | 2,689 | $66.1K | 0.00% |
| Basecamp Wealth Advisors LLC | 5 | $123 | 0.00% |
| Root Financial Partners, LLC | 4 | $98 | 0.00% |
| Rothschild Investment LLC | 3 | $74 | 0.00% |
Sold out (6)
Institutions that held First Western Financial Inc at the end of Q4 2025 and filed for Q1 2026 without it.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Marshall Wace, LLP | 47,873 | $1.28M |
| Levin Capital Strategies, L.P. | 43,432 | $1.16M |
| Permanent Capital Management, LP | 21,000 | $563.0K |
| Citadel Advisors LLC | 7,851 | $210.5K |
| R Squared Ltd | 7,743 | $207.6K |
| Amalgamated Bank | 260 | $7.00K |
Not filed for Q1 2026 yet (1)
Institutions that held First Western Financial Inc at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Vanguard Group Inc | 455,597 | $12.2M |