Security key
33751L105
First Western Financial Inc - Common Stock (MYFW)
CUSIP: 33751L105
Q2 2020 13F Holders as of 30 Jun 2020
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 3,452,216
- Total 13F value
- $49,191,334
- Share change
- +29,826
- SEC-reported price per share
- $14.25
- Number of holders
- 46
- Value change
- +$469,294
- Number of buys
- 33
- Number of sells
- 11
- Shares outstanding
- 9,817,528
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2020
Institutions
46
Top holders
10
MYFW full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2020
Previous quarter: Q1 2020
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
31 Mar 2020
13F
Lead comparable stake: 7.5%
Showing 1-6 of 15 holder rows.
Quick read
Curi Capital, LLC leads the comparable SEC ownership view at 7.5%.
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
7.5%
BANC FUNDS CO LLC
6.2%
FJ Capital Management LLC
4.3%
Elizabeth Park Capital Advisors, ...
4.1%
KENNEDY CAPITAL MANAGEMENT LLC
2.6%
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
|
7.5%
|
$10,451,000
739,101 shares
|
— | 31 Mar 2020 |
| BANC FUNDS CO LLC |
13F
Company
|
6.2%
|
$8,671,000
613,207 shares
|
— | 31 Mar 2020 |
| FJ Capital Management LLC |
13F
Company
|
4.3%
|
$6,005,000
425,000 shares
|
— | 31 Mar 2020 |
| Elizabeth Park Capital Advisors, Ltd. |
13F
Company
|
4.1%
|
$5,643,000
399,089 shares
|
— | 31 Mar 2020 |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
Company
|
2.6%
|
$3,544,000
250,656 shares
|
— | 31 Mar 2020 |
| VANGUARD GROUP INC |
13F
Company
|
1.8%
|
$2,454,000
173,602 shares
|
— | 31 Mar 2020 |
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 Q2 2020
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
46
Shares
3,452,216
Rows available
46
| 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 Q2 2020 vs Q1 2020 Across Filers
Q1 2020 holders
30
Q2 2020 holders
46
Holder diff
16
| Investor | Q1 2020 Shares | Q2 2020 Shares | Share Diff | Share Chg % | Q1 2020 value | Q2 2020 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend