First Western Financial Inc (MYFW) Institutional Ownership & Insider Trading

104 institutions reported holding First Western Financial Inc shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 23 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

MYFWFirst Western Financial IncFollow MYFW — free

Banks - Regional · Financials

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Market cap: 292.8M
P/E TTM: 16.1
Dividend yield: —
52-week: —
Next earnings: 20 Jan, in 88 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

104 institutions held 68.9% of the shares. Across filers that reported both quarters, shares held changed +2.0%.

Largest moves, shares (millions)

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters

Quarter	Holders	Shares held, M	Change	Increased	New	Decreased	Closed
Jun 26	104	7	+2.0%	38	14	28	1
Mar 26	94	7	+2.3%	26	3	29	6
Dec 25	93	6	+2.9%	25	9	27	6
Sep 25	88	6	+4.8%	24	17	26	10
Jun 25	81	6	+3.3%	32	14	16	3
Mar 25	71	6	-1.3%	18	6	22	2
Dec 24	65	6	+4.7%	31	3	11	6
Sep 24	70	6	+0.0%	29	6	15	2

First Western Financial Inc — questions

Who owns First Western Financial Inc stock?: 104 institutions reported First Western Financial Inc shares in 13F filings for the quarter ended 2026-06-30. The largest: WELLINGTON MANAGEMENT GROUP LLP (7.7%), North Reef Capital Management LP (7.6%), BlackRock, Inc. (5.6%).
Are First Western Financial Inc insiders buying or selling?: 23 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from First Western Financial Inc's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.

Important information. Figures on this page are taken from filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

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