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, Q2 2026
Institutional positions in First Western Financial Inc as of Jun 30, 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
- 103
- +10 vs. Q1 2026
- Shares held
- 6.72M
- +96.3K (+1.5%) vs. Q1 2026
- Total value
- $214.6M
- +$51.2M (+31.3%) vs. Q1 2026
- New holders
- 14
- 38 more added
- Sold out
- 4
- 30 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding First Western Financial Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 1 | $33 | 0.00% | +1 | New |
| Optiver Holding B.V. | 6 | $193 | 0.00% | −72−92.3% | Reduced |
| True Wealth Design, LLC | 7 | $225 | 0.00% | −2−22.2% | Reduced |
| Basecamp Wealth Advisors LLC | 8 | $257 | 0.00% | +3+60.0% | Added |
| Nisa Investment Advisors, LLC | 10 | $321 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $385 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 16 | $514 | 0.00% | +10+166.7% | Added |
| Rothschild Investment LLC | 18 | $578 | 0.00% | +15+500.0% | Added |
| The PNC Financial Services Group, Inc. | 20 | $642 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 27 | $867 | 0.00% | −133−83.1% | Reduced |
| IFP Advisors, Inc | 46 | $1.48K | 0.00% | +37+411.1% | Added |
| EverSource Wealth Advisors, LLC | 63 | $2.02K | 0.00% | +13+26.0% | Added |
| Allworth Financial LP | 83 | $2.67K | 0.00% | +66+388.2% | Added |
| GAMMA Investing LLC | 111 | $3.56K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 116 | $3.73K | 0.00% | −332−74.1% | Reduced |
| Quarry LP | 149 | $4.78K | 0.00% | +149 | New |
| Harbor Capital Advisors, Inc. | 163 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 175 | $5.62K | 0.00% | −22−11.2% | Reduced |
| SRS Capital Advisors, Inc. | 197 | $6.33K | 0.00% | +197 | New |
| Royal Bank of Canada | 445 | $15.0K | 0.00% | +356+400.0% | Added |
| Ameritas Investment Partners, Inc. | 592 | $19.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 696 | $22.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 910 | $29.2K | 0.00% | +159+21.2% | Added |
| Tower Research Capital LLC (TRC) | 1,067 | $34.3K | 0.00% | −99−8.5% | Reduced |
| BNP Paribas Arbitrage, SA | 1,299 | $41.7K | 0.00% | −452−25.8% | Reduced |
| Public Employees Retirement System of Ohio | 2,580 | $82.8K | 0.00% | +2,580 | New |
| Vanguard Global Advisers, LLC | 2,689 | $86.3K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,794 | $89.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,956 | $94.9K | 0.00% | −22−0.7% | Reduced |
| JPMorgan Chase & Co | 3,687 | $118.6K | 0.00% | +322+9.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,002 | $128.5K | 0.00% | +71+1.8% | Added |
| Citigroup Inc | 4,010 | $128.8K | 0.00% | +3,608+897.5% | Added |
| Russell Investments Group, Ltd. | 4,111 | $132.0K | 0.00% | +3,270+388.8% | Added |
| New York State Common Retirement Fund | 4,268 | $137.0K | 0.00% | +3,200+299.6% | Added |
| MetLife Investment Management | 4,620 | $148.3K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 7,132 | $230.0K | 0.00% | +7,132 | New |
| Cambridge Investment Research Advisors, Inc. | 7,167 | $230.0K | 0.00% | +7,167 | New |
| Deutsche Bank AG | 8,036 | $258.0K | 0.00% | +838+11.6% | Added |
| Wells Fargo & Company | 8,330 | $267.5K | 0.00% | +4,194+101.4% | Added |
| Arrowstreet Capital, Limited Partnership | 8,423 | $270.5K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 8,676 | $278.6K | 0.00% | +8,676 | New |
| Concurrent Investment Advisors, LLC | 9,373 | $301.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 10,255 | $329.3K | 0.00% | −437−4.1% | Reduced |
| Occudo Quantitative Strategies LP | 10,515 | $337.6K | 0.02% | +10,515 | New |
| Rhumbline Advisers | 10,808 | $347.0K | 0.00% | +778+7.8% | Added |
| Bank of America Corp | 11,326 | $363.7K | 0.00% | −727−6.0% | Reduced |
| ELCO Management Co., LLC | 11,388 | $365.7K | 0.16% | −3,358−22.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 12,833 | $412.1K | 0.00% | +12,833 | New |
| Quadrature Capital Ltd | 13,396 | $430.1K | 0.00% | +13,396 | New |
| State of Wisconsin Investment Board | 15,916 | $511.1K | 0.00% | +15,916 | New |
| Marshall Wace, LLP | 16,305 | $523.6K | 0.00% | +16,305 | New |
| PMC FIG Opportunities LLC | 17,065 | $548.0K | 0.88% | −70,422−80.5% | Reduced |
| Ameriprise Financial Inc | 17,629 | $566.1K | 0.00% | −1,371−7.2% | Reduced |
| American Century Companies Inc | 18,921 | $607.6K | 0.00% | +4,843+34.4% | Added |
| STRS Ohio | 21,600 | $693.6K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 22,743 | $730.3K | 0.00% | +10,907+92.2% | Added |
| Bank of New York Mellon Corp | 22,906 | $735.5K | 0.00% | +3,748+19.6% | Added |
| Lido Advisors, LLC | 23,080 | $741.1K | 0.00% | +10,001+76.5% | Added |
| Charles Schwab Investment Management Inc | 23,943 | $768.8K | 0.00% | +3,243+15.7% | Added |
| Nuveen, LLC | 24,272 | $779.4K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 25,000 | $802.8K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 25,484 | $818.3K | 0.00% | −1,919−7.0% | Reduced |
| CM Wealth Advisors LLC | 26,002 | $834.9K | 0.15% | +26,002 | New |
| AQR Capital Management LLC | 28,494 | $914.9K | 0.00% | +14,433+102.6% | Added |
| First Trust Advisors LP | 28,985 | $930.7K | 0.00% | +1,073+3.8% | Added |
| SummerHaven Investment Management, LLC | 31,385 | $1.01M | 0.54% | 00.0% | Unchanged |
| UBS Group AG | 31,688 | $1.02M | 0.00% | +2,828+9.8% | Added |
| Boothbay Fund Management, LLC | 32,935 | $1.06M | 0.02% | −80,058−70.9% | Reduced |
| Empowered Funds, LLC | 33,558 | $1.08M | 0.01% | −2,910−8.0% | Reduced |
| Trexquant Investment LP | 34,218 | $1.10M | 0.01% | +22,856+201.2% | Added |
| Goldman Sachs Group Inc | 37,507 | $1.20M | 0.00% | +3,736+11.1% | Added |
| Biltmore Family Office, LLC | 45,316 | $1.46M | 0.19% | 00.0% | Unchanged |
| Sippican Capital Advisors | 46,475 | $1.49M | 0.91% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 47,431 | $1.52M | 0.20% | 00.0% | Unchanged |
| SEI Investments Co | 49,449 | $1.59M | 0.00% | −49,280−49.9% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 51,939 | $1.67M | 0.66% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 52,486 | $1.69M | 0.00% | +1,356+2.7% | Added |
| John W. Rosenthal Capital Management, Inc. | 55,113 | $1.77M | 1.55% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 56,618 | $1.82M | 0.00% | +56,618 | New |
| Renaissance Technologies LLC | 57,358 | $1.84M | 0.00% | +39,258+216.9% | Added |
| Vanguard Portfolio Management LLC | 58,368 | $1.87M | 0.00% | +9,850+20.3% | Added |
| Northern Trust Corp | 66,764 | $2.14M | 0.00% | +8,813+15.2% | Added |
| Brevan Howard Capital Management LP | 75,000 | $2.41M | 0.03% | −25,000−25.0% | Reduced |
| Bridgeway Capital Management, LLC | 80,940 | $2.60M | 0.05% | −2,910−3.5% | Reduced |
| First Western Trust Bank | 92,241 | $2.96M | 0.14% | −5,990−6.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 123,858 | $3.98M | 0.01% | −7,300−5.6% | Reduced |
| Acadian Asset Management LLC | 134,662 | $4.32M | 0.01% | +30,984+29.9% | Added |
| Alliancebernstein L.P. | 176,866 | $4.35M | 0.00% | −30,063−14.5% | Reduced |
| State Street Corp | 139,551 | $4.48M | 0.00% | +10,232+7.9% | Added |
| Jacobs Asset Management, LLC | 140,000 | $4.50M | 3.38% | −117,819−45.7% | Reduced |
| Diamond Hill Capital Management Inc | 170,824 | $5.49M | 0.04% | +10,992+6.9% | Added |
| Tieton Capital Management, LLC | 187,274 | $6.01M | 1.73% | −2,820−1.5% | Reduced |
| RMB Capital Management, LLC | 190,422 | $6.11M | 0.09% | −6,634−3.4% | Reduced |
| Punch & Associates Investment Management, Inc. | 195,000 | $6.26M | 0.31% | −53,195−21.4% | Reduced |
| Geode Capital Management, LLC | 201,866 | $6.48M | 0.00% | +22,824+12.7% | Added |
| Mendon Capital Advisors Corp | 215,815 | $6.93M | 2.45% | −37,521−14.8% | Reduced |
| Algebris (UK) Ltd | 259,090 | $8.29M | 0.55% | −84,959−24.7% | Reduced |
| Dimensional Fund Advisors LP | 285,909 | $9.18M | 0.00% | +24,175+9.2% | Added |
| Banc Funds Co LLC | 342,404 | $11.0M | 1.82% | −6,000−1.7% | Reduced |
| Vanguard Capital Management LLC | 353,519 | $11.4M | 0.00% | −310−0.1% | Reduced |