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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 1 | $25 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3 | $74 | 0.00% | +3 | New |
| Root Financial Partners, LLC | 4 | $98 | 0.00% | +4 | New |
| MAI Capital Management | 5 | $123 | 0.00% | +1+25.0% | Added |
| Basecamp Wealth Advisors LLC | 5 | $123 | 0.00% | +5 | New |
| Farther Finance Advisors, LLC | 6 | $150 | 0.00% | +1+20.0% | Added |
| IFP Advisors, Inc | 9 | $221 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $222 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 10 | $246 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $295 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 17 | $418 | 0.00% | +9+112.5% | Added |
| The PNC Financial Services Group, Inc. | 20 | $492 | 0.00% | −3−13.0% | Reduced |
| EverSource Wealth Advisors, LLC | 50 | $1.23K | 0.00% | +2+4.2% | Added |
| Optiver Holding B.V. | 78 | $1.92K | 0.00% | −64−45.1% | Reduced |
| Royal Bank of Canada | 89 | $2.00K | 0.00% | −357−80.0% | Reduced |
| GAMMA Investing LLC | 111 | $2.73K | 0.00% | +19+20.7% | Added |
| Essential Partners LLC | 160 | $3.93K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 163 | $4.00K | 0.00% | +40+32.5% | Added |
| Sterling Capital Management LLC | 197 | $4.84K | 0.00% | −131−39.9% | Reduced |
| Citigroup Inc | 402 | $9.88K | 0.00% | +214+113.8% | Added |
| California State Teachers Retirement System | 448 | $11.0K | 0.00% | −61−12.0% | Reduced |
| Ameritas Investment Partners, Inc. | 592 | $14.6K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 696 | $17.0K | 0.00% | +220+46.2% | Added |
| CWM, LLC | 719 | $17.7K | 0.00% | +32+4.7% | Added |
| Legal & General Group Plc | 751 | $18.5K | 0.00% | −59−7.3% | Reduced |
| Russell Investments Group, Ltd. | 841 | $20.7K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,068 | $26.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,166 | $28.7K | 0.00% | +750+180.3% | Added |
| BNP Paribas Arbitrage, SA | 1,751 | $43.0K | 0.00% | −74−4.1% | Reduced |
| Vanguard Global Advisers, LLC | 2,689 | $66.1K | 0.00% | +2,689 | New |
| Police & Firemen's Retirement System of New Jersey | 2,794 | $68.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,978 | $73.2K | 0.00% | −355−10.7% | Reduced |
| JPMorgan Chase & Co | 3,365 | $83.4K | 0.00% | −813−19.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,931 | $96.6K | 0.00% | +102+2.7% | Added |
| Wells Fargo & Company | 4,136 | $101.7K | 0.00% | −6,469−61.0% | Reduced |
| MetLife Investment Management | 4,620 | $113.6K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 6,754 | $166.0K | 0.00% | −9,639−58.8% | Reduced |
| Deutsche Bank AG | 7,198 | $176.9K | 0.00% | −318−4.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 8,423 | $207.0K | 0.00% | −1,683−16.7% | Reduced |
| Concurrent Investment Advisors, LLC | 9,373 | $230.4K | 0.00% | +9,373 | New |
| Rhumbline Advisers | 10,030 | $246.5K | 0.00% | +73+0.7% | Added |
| Barclays PLC | 10,692 | $262.8K | 0.00% | −11,096−50.9% | Reduced |
| Trexquant Investment LP | 11,362 | $279.3K | 0.00% | −10,483−48.0% | Reduced |
| Two Sigma Investments, LP | 11,836 | $290.9K | 0.00% | −18,919−61.5% | Reduced |
| Bank of America Corp | 12,053 | $296.3K | 0.00% | +1,178+10.8% | Added |
| Lido Advisors, LLC | 13,079 | $321.5K | 0.00% | −846−6.1% | Reduced |
| AQR Capital Management LLC | 14,061 | $345.6K | 0.00% | +844+6.4% | Added |
| American Century Companies Inc | 14,078 | $346.0K | 0.00% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 14,746 | $362.5K | 0.17% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 18,100 | $444.9K | 0.00% | −22,700−55.6% | Reduced |
| Ameriprise Financial Inc | 19,000 | $467.0K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 19,158 | $470.9K | 0.00% | −1,202−5.9% | Reduced |
| Charles Schwab Investment Management Inc | 20,700 | $508.8K | 0.00% | −1,918−8.5% | Reduced |
| STRS Ohio | 21,600 | $530.9K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 24,272 | $596.6K | 0.00% | +171+0.7% | Added |
| Raymond James Financial Inc | 25,000 | $614.5K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 27,403 | $673.6K | 0.00% | −7,907−22.4% | Reduced |
| First Trust Advisors LP | 27,912 | $686.1K | 0.00% | −222−0.8% | Reduced |
| UBS Group AG | 28,860 | $709.4K | 0.00% | +23,443+432.8% | Added |
| SummerHaven Investment Management, LLC | 31,385 | $771.4K | 0.47% | −4,167−11.7% | Reduced |
| Goldman Sachs Group Inc | 33,771 | $830.1K | 0.00% | +5,885+21.1% | Added |
| Persistent Asset Partners Ltd | 34,520 | $848.5K | 0.33% | −3,139−8.3% | Reduced |
| Empowered Funds, LLC | 36,468 | $896.4K | 0.01% | +3,133+9.4% | Added |
| Biltmore Family Office, LLC | 45,316 | $1.11M | 0.16% | 00.0% | Unchanged |
| Sippican Capital Advisors | 46,475 | $1.14M | 0.78% | −1,350−2.8% | Reduced |
| Round Rock Advisors, LLC | 47,431 | $1.17M | 0.18% | +6,350+15.5% | Added |
| Vanguard Portfolio Management LLC | 48,518 | $1.19M | 0.00% | +48,518 | New |
| Vanguard Fiduciary Trust Co | 51,130 | $1.26M | 0.00% | +51,130 | New |
| Cherry Creek Investment Advisors, Inc. | 51,939 | $1.28M | 0.55% | 00.0% | Unchanged |
| John W. Rosenthal Capital Management, Inc. | 55,113 | $1.35M | 1.33% | 00.0% | Unchanged |
| Northern Trust Corp | 57,951 | $1.42M | 0.00% | +2,457+4.4% | Added |
| Bridgeway Capital Management, LLC | 83,850 | $2.06M | 0.04% | +3,133+3.9% | Added |
| PMC FIG Opportunities LLC | 87,487 | $2.15M | 3.33% | −19,677−18.4% | Reduced |
| First Western Trust Bank | 98,231 | $2.41M | 0.12% | +6,752+7.4% | Added |
| SEI Investments Co | 98,729 | $2.43M | 0.00% | +50,268+103.7% | Added |
| Brevan Howard Capital Management LP | 100,000 | $2.46M | 0.03% | +31,795+46.6% | Added |
| Acadian Asset Management LLC | 103,678 | $2.54M | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 112,993 | $2.78M | 0.07% | −42,184−27.2% | Reduced |
| State Street Corp | 129,319 | $3.18M | 0.00% | +908+0.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 131,158 | $3.22M | 0.01% | +360+0.3% | Added |
| Diamond Hill Capital Management Inc | 159,832 | $3.93M | 0.02% | +1,189+0.7% | Added |
| Geode Capital Management, LLC | 179,042 | $4.40M | 0.00% | −1,170−0.6% | Reduced |
| Tieton Capital Management, LLC | 190,094 | $4.67M | 1.57% | +6,483+3.5% | Added |
| RMB Capital Management, LLC | 197,056 | $4.84M | 0.09% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 206,929 | $5.55M | 0.00% | +2,902+1.4% | Added |
| Punch & Associates Investment Management, Inc. | 248,195 | $6.10M | 0.35% | −22,750−8.4% | Reduced |
| Mendon Capital Advisors Corp | 253,336 | $6.23M | 2.41% | 00.0% | Unchanged |
| Jacobs Asset Management, LLC | 257,819 | $6.34M | 3.79% | −9,921−3.7% | Reduced |
| Dimensional Fund Advisors LP | 261,734 | $6.43M | 0.00% | +6,440+2.5% | Added |
| Algebris (UK) Ltd | 344,049 | $8.44M | 0.61% | +3,242+1.0% | Added |
| Banc Funds Co LLC | 348,404 | $8.56M | 1.59% | +2,314+0.7% | Added |
| Vanguard Capital Management LLC | 353,829 | $8.70M | 0.00% | +353,829 | New |
| BlackRock, Inc. | 496,361 | $12.2M | 0.00% | −7,429−1.5% | Reduced |
| Wellington Management Group LLP | 520,329 | $12.8M | 0.00% | +277,649+114.4% | Added |
| North Reef Capital Management LP | 716,609 | $17.6M | 0.61% | +30,655+4.5% | Added |
| 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 |