Institutional Ownership First Western Financial Inc (MYFW)
This table provides information about the institutional ownership of First Western Financial Inc (MYFW). We have compiled data on the 73 institutions that hold shares in the stock, with a total of 5.85 Million shares, which have been reported (via 13F filing form) to have a value of $143 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
5,986
shares
|
$146,297
0.0% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
5,801
shares
|
$141,776
0.0% of portfolio
|
Q1 2025
Reduced 10.12%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
4,950
shares
|
$120,978
0.0% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
4,620
shares
|
$112,912
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
4,568
shares
|
$111,641
0.0% of portfolio
|
Q3 2024
Reduced 17.96%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
1,345
shares
|
$32,871
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
719
shares
|
$17,572
0.0% of portfolio
|
Q4 2023
Reduced 8.21%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
689
shares
|
$16,839
0.0% of portfolio
|
Q1 2025
Reduced 45.27%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
592
shares
|
$14,468
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
May 15, 2025 Q1 2025 |
578
shares
|
$14,126
0.0% of portfolio
|
Q2 2024
Reduced 28.29%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
274
shares
|
$6,696
0.0% of portfolio
|
Q1 2024
Reduced 62.72%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
223
shares
|
$5,450
0.0% of portfolio
|
Q1 2025
Added 66.42%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
120
shares
|
$2,932
0.0% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
106
shares
|
$2,590
0.0% of portfolio
|
Q1 2025
Reduced 46.73%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
92
shares
|
$2,248
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
84
shares
|
$2,052
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
20
shares
|
$488
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
12
shares
|
$293
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
10
shares
|
$244
0.0% of portfolio
|
Q2 2024
Reduced 60.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
9
shares
|
$219
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
5
shares
|
$122
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5
shares
|
$122
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|