Security key
33751L105
First Western Financial Inc - Common Stock (MYFW)
CUSIP: 33751L105
Q4 2018 13F Holders as of 31 Dec 2018
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 2,534,819
- Total 13F value
- $29,398,000
- Share change
- +45,205
- SEC-reported price per share
- $11.71
- Number of holders
- 22
- Value change
- -$2,440,978
- Number of buys
- 12
- Number of sells
- 15
- Shares outstanding
- 9,817,528
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2018
Institutions
22
Top holders
10
MYFW full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2019
Previous quarter: Q3 2018
First Western Financial Inc SEC filings
First Western Financial Inc company facts
Broader feeds
Reporting periods
Holder history for CUSIP 33751L105
Recent filing periods:
Ownership snapshot
Top reported holders of MYFW - First Western Financial Inc - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Curi Capital, LLC
Disclosed value leader
Curi Capital, LLC
Comparable rows
15/15
Latest evidence
30 Sep 2018
13F
Lead comparable stake: 4.5%
Showing 1-6 of 15 holder rows.
Quick read
Curi Capital, LLC leads the comparable SEC ownership view at 4.5%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Curi Capital, LLC's linked filing trail.
Comparable ownership
Top 5
Curi Capital, LLC
4.5%
KENNEDY CAPITAL MANAGEMENT LLC
3.3%
FJ Capital Management LLC
3.2%
BANC FUNDS CO LLC
2.4%
Forest Hill Capital, LLC
2.2%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Curi Capital, LLC |
13F
Company
|
4.5%
|
$7,717,000
441,196 shares
|
— | 30 Sep 2018 |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
Company
|
3.3%
|
$5,633,000
322,055 shares
|
— | 30 Sep 2018 |
| FJ Capital Management LLC |
13F
Company
|
3.2%
|
$5,510,000
315,000 shares
|
— | 30 Sep 2018 |
| BANC FUNDS CO LLC |
13F
Company
|
2.4%
|
$4,101,000
234,500 shares
|
— | 30 Sep 2018 |
| Forest Hill Capital, LLC |
13F
Company
|
2.2%
|
$3,760,000
215,000 shares
|
— | 30 Sep 2018 |
| Elizabeth Park Capital Advisors, Ltd. |
13F
Company
|
2%
|
$3,371,000
192,713 shares
|
— | 30 Sep 2018 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2018
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
22
Shares
2,534,819
Rows available
22
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2018 vs Q3 2018 Across Filers
Q3 2018 holders
27
Q4 2018 holders
22
Holder diff
-5
| Investor | Q3 2018 Shares | Q4 2018 Shares | Share Diff | Share Chg % | Q3 2018 value | Q4 2018 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend