Security key
33751L105
First Western Financial Inc - Common Stock (MYFW)
CUSIP: 33751L105
Q4 2023 13F Holders as of 31 Dec 2023
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 5,385,551
- Total 13F value
- $106,794,390
- Share change
- +38,901
- SEC-reported price per share
- $19.83
- Number of holders
- 59
- Value change
- +$916,507
- Number of buys
- 22
- Number of sells
- 25
- 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 2023
Institutions
59
Top holders
10
MYFW full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2024
Previous quarter: Q3 2023
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
BANC FUNDS CO LLC
Disclosed value leader
BANC FUNDS CO LLC
Comparable rows
15/15
Latest evidence
30 Sep 2023
13F
Lead comparable stake: 7.7%
Showing 1-6 of 15 holder rows.
Quick read
BANC FUNDS CO LLC leads the comparable SEC ownership view at 7.7%.
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 BANC FUNDS CO LLC's linked filing trail.
Comparable ownership
Top 5
BANC FUNDS CO LLC
7.7%
BlackRock Finance, Inc.
5%
North Reef Capital Management LP
4.7%
FJ Capital Management LLC
3.8%
VANGUARD GROUP INC
3.6%
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 |
|---|---|---|---|---|---|
| BANC FUNDS CO LLC |
13F
Company
|
7.7%
|
$13,765,000
758,386 shares
|
— | 30 Sep 2023 |
| BlackRock Finance, Inc. |
13F
Company
|
5%
|
$8,828,015
486,392 shares
|
— | 30 Sep 2023 |
| North Reef Capital Management LP |
13F
Company
|
4.7%
|
$8,427,136
464,305 shares
|
— | 30 Sep 2023 |
| FJ Capital Management LLC |
13F
Company
|
3.8%
|
$6,702,123
369,263 shares
|
— | 30 Sep 2023 |
| VANGUARD GROUP INC |
13F
Company
|
3.6%
|
$6,479,567
357,001 shares
|
— | 30 Sep 2023 |
| ALLIANCEBERNSTEIN L.P. |
13F
Company
|
3.3%
|
$5,883,686
324,170 shares
|
— | 30 Sep 2023 |
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 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
59
Shares
5,385,551
Rows available
59
| 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 2023 vs Q3 2023 Across Filers
Q3 2023 holders
57
Q4 2023 holders
59
Holder diff
2
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 value | Q4 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend