First Western Financial Inc - COMMON STOCK (MYFW) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2018 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
MYFW on Nasdaq
Shares outstanding
9,716,062
Price per share
$25.18
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
6,484,802
Total reported value
$173,737,213
% of total 13F portfolios
0%
Share change
+187,367
Value change
+$5,261,025
Number of holders
92
Price from insider filings
$25.18
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of First Western Financial Inc - COMMON STOCK (MYFW) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
North Reef Capital Management LP 7.1% $17,834,804 685,954 North Reef Capital Management GP LLC 31 Dec 2025

As of 31 Dec 2025, 92 institutional investors reported holding 6,484,802 shares of First Western Financial Inc - COMMON STOCK (MYFW). This represents 67% of the company’s total 9,716,062 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Western Financial Inc - COMMON STOCK (MYFW) together control 57% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
North Reef Capital Management LP 7.1% 685,954 +11% 0.74% $18,390,427
BlackRock, Inc. 5.2% 503,790 +1.8% 0% $13,506,610
VANGUARD GROUP INC 4.7% 455,597 +6.6% 0% $12,214,555
BANC FUNDS CO LLC 3.6% 346,090 -17% 1.8% $9,278,673
ALGEBRIS (UK) LTD 3.5% 340,807 +8% 0.73% $9,141,310
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 2.8% 270,945 -13% 0.42% $7,264,035
JACOBS ASSET MANAGEMENT, LLC 2.8% 267,740 -15% 4% $7,178,109
DIMENSIONAL FUND ADVISORS LP 2.6% 255,294 +2.1% 0% $6,843,664
MENDON CAPITAL ADVISORS CORP 2.6% 253,336 0% 2.7% $6,791,938
WELLINGTON MANAGEMENT GROUP LLP 2.5% 242,680 +119% 0% $6,506,251
ALLIANCEBERNSTEIN L.P. 2.1% 204,027 +2.3% 0% $5,469,964
Curi Capital, LLC 2% 197,056 0% 0.09% $5,283,071
Tieton Capital Management, LLC 1.9% 183,611 +0.95% 1.7% $4,923,000
GEODE CAPITAL MANAGEMENT, LLC 1.9% 180,212 -0.12% 0% $4,832,022
DIAMOND HILL CAPITAL MANAGEMENT INC 1.6% 158,643 +3.4% 0.02% $4,253,219
BOOTHBAY FUND MANAGEMENT, LLC 1.6% 155,177 -0.71% 0.11% $4,160,295
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1.3% 130,798 0% 0.01% $3,506,694
STATE STREET CORP 1.3% 128,411 +0.09% 0% $3,442,699
PMC FIG Opportunities LLC 1.1% 107,164 -11% 4.5% $2,873,067
ACADIAN ASSET MANAGEMENT LLC 1.1% 103,678 +10% 0% $2,776,000
First Western Trust Bank 0.94% 91,479 -16% 0.12% $2,452,552
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.83% 80,717 +3.8% 0.05% $2,164,023
Brevan Howard Capital Management LP 0.7% 68,205 0.03% $1,828,576
NORTHERN TRUST CORP 0.57% 55,494 -11% 0% $1,487,794
Rosenthal | Henry Capital Advisors, Inc. 0.57% 55,113 0% 1.4% $1,477,579

Institutional Holders of First Western Financial Inc - COMMON STOCK (MYFW) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 6,484,802 $173,737,213 +$5,261,025 $26.81 92
2025 Q3 6,297,241 $144,980,680 +$6,904,067 $23.02 89
2025 Q2 6,003,491 $135,440,079 +$5,045,045 $22.56 81
2025 Q1 5,814,125 $114,234,693 -$1,486,231 $19.65 71
2024 Q4 5,891,223 $115,194,690 +$5,170,253 $19.55 67
2024 Q3 5,602,912 $112,050,439 -$39,025 $20.00 71
2024 Q2 5,489,059 $93,313,673 +$915,589 $17.00 61
2024 Q1 5,430,139 $79,171,302 +$317,324 $14.58 55
2023 Q4 5,385,551 $106,794,390 +$916,507 $19.83 59
2023 Q3 5,288,680 $95,988,578 +$3,732,608 $18.15 57
2023 Q2 5,102,949 $94,913,371 +$3,653,425 $18.60 58
2023 Q1 4,882,478 $96,635,241 -$223,200 $19.80 59
2022 Q4 4,878,476 $137,325,218 +$507,189 $28.15 62
2022 Q3 4,872,299 $120,108,886 +$1,411,031 $24.65 63
2022 Q2 4,787,881 $130,234,267 +$12,362,806 $27.19 69
2022 Q1 4,352,119 $136,119,563 +$8,416,809 $31.26 61
2021 Q4 3,977,741 $120,762,042 +$5,831,908 $30.36 53
2021 Q3 3,724,333 $107,499,117 +$2,805,298 $28.85 47
2021 Q2 3,648,274 $94,456,463 -$5,191,707 $25.89 50
2021 Q1 3,808,085 $95,254,233 +$5,872,860 $25.01 56
2020 Q4 3,581,810 $70,100,592 +$1,508,159 $19.57 52
2020 Q3 3,503,963 $45,372,695 +$224,795 $12.95 49
2020 Q2 3,452,216 $49,191,334 +$469,294 $14.25 46
2020 Q1 3,410,709 $48,160,000 +$1,040,032 $14.14 30
2019 Q4 3,334,256 $54,811,000 +$1,793,928 $16.47 31
2019 Q3 3,208,492 $54,669,000 +$2,316,626 $17.09 26
2019 Q2 3,074,883 $40,767,000 +$2,513,740 $13.26 25
2019 Q1 2,880,163 $37,758,000 +$4,714,810 $13.11 20
2018 Q4 2,534,819 $29,398,000 -$2,440,978 $11.71 22
2018 Q3 2,489,614 $43,544,000 +$43,544,000 $17.49 27