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.
Q2 2026 vs. Q1 2026
How the institutions holding First Western Financial Inc changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Of which not filed for Q2 2026 | Q2 2026 | Change |
|---|---|---|---|---|
| Holders | 95 | 2 | 103 | +10 |
| Shares | 6.63M | 720 | 6.72M | +96.3K (+1.5%) |
| Value | $163.4M | $17.7K | $214.6M | +$51.2M (+31.3%) |
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (14)
Institutions that held First Western Financial Inc at the end of Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Qube Research & Technologies Ltd | 56,618 | $1.82M | 0.00% |
| CM Wealth Advisors LLC | 26,002 | $834.9K | 0.15% |
| Marshall Wace, LLP | 16,305 | $523.6K | 0.00% |
| State of Wisconsin Investment Board | 15,916 | $511.1K | 0.00% |
| Quadrature Capital Ltd | 13,396 | $430.1K | 0.00% |
| Jacobs Levy Equity Management, Inc | 12,833 | $412.1K | 0.00% |
| Occudo Quantitative Strategies LP | 10,515 | $337.6K | 0.02% |
| XTX Topco Ltd | 8,676 | $278.6K | 0.00% |
| Price T Rowe Associates Inc | 7,132 | $230.0K | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 7,167 | $230.0K | 0.00% |
| Public Employees Retirement System of Ohio | 2,580 | $82.8K | 0.00% |
| SRS Capital Advisors, Inc. | 197 | $6.33K | 0.00% |
| Quarry LP | 149 | $4.78K | 0.00% |
| SJS Investment Consulting Inc. | 1 | $33 | 0.00% |
Sold out (4)
Institutions that held First Western Financial Inc at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Persistent Asset Partners Ltd | 34,520 | $848.5K |
| Los Angeles Capital Management LLC | 6,754 | $166.0K |
| MAI Capital Management | 5 | $123 |
| Root Financial Partners, LLC | 4 | $98 |
Not filed for Q2 2026 yet (2)
Institutions that held First Western Financial Inc at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| CWM, LLC | 719 | $17.7K |
| Sunbelt Securities, Inc. | 1 | $25 |