First Western Trust Bank Portfolio Holdings

First Western Trust Bank

  • $2.16 Billion
  • Q3 2025

First Western Trust Bank has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.16 Billion distributed in 262 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Stryker Corp with a value of $1.2B, Vanguard Index Fds S&P 500 ETF with a value of $151M, Ishares Russell Mid Cap ETF with a value of $105M, Spdr S&P 500 ETF Trust with a value of $82.4M, and Invesco S&P 500 Equal Weight E with a value of $65.8M.

Examining the 13F form we can see an decrease of $46.9M in the current position value, from $2.21B to 2.16B.

First Western Trust Bank is based out at Denver, CO

Below you can find more details about First Western Trust Bank portfolio as well as his latest detailed transactions.

Portfolio value $2.16 Billion
Healthcare: $1.23 Billion
ETFs: $623 Million
Technology: $104 Million
Financial Services: $48.2 Million
Industrials: $45.2 Million
Consumer Cyclical: $34.1 Million
Consumer Defensive: $25.9 Million
Communication Services: $23.1 Million
Other: $23.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$136B
$1.2 Billion 55.64% of portfolio
3,253,602
Q3 2025 Reduced 0.03%
$0
$151 Million 6.98% of portfolio
246,317
Q3 2025 Reduced 6.93%
$0
$105 Million 4.86% of portfolio
1,087,317
Q3 2025 Reduced 5.72%
$0
$82.4 Million 3.81% of portfolio
123,687
Q3 2025 Reduced 1.46%
$0
$65.8 Million 3.04% of portfolio
346,849
Q3 2025 Added 6.27%
$0
$58.1 Million 2.69% of portfolio
240,217
Q3 2025 Added 0.69%
$0
$44.5 Million 2.06% of portfolio
742,816
Q3 2025 Added 17.65%
$0
$44.4 Million 2.05% of portfolio
135,208
Q3 2025 Added 0.23%
$4.3T
$29.2 Million 1.35% of portfolio
114,521
Q3 2025 Reduced 1.01%
$3.78T
$26.1 Million 1.21% of portfolio
50,421
Q3 2025 Added 0.81%
$15.7B
$16 Million 0.74% of portfolio
63,253
Q3 2025 Reduced 1.17%
$1.65T
$15.6 Million 0.72% of portfolio
64,170
Q3 2025 Reduced 3.69%
$881B
$13.4 Million 0.62% of portfolio
42,424
Q3 2025 Reduced 3.39%
$0
$12.9 Million 0.6% of portfolio
198,293
Q3 2025 Reduced 5.01%
$465B
$11.1 Million 0.51% of portfolio
59,367
Q3 2025 Added 0.25%
$593B
$10.7 Million 0.49% of portfolio
37,928
Q3 2025 Reduced 4.16%
$404B
$10.2 Million 0.47% of portfolio
11,017
Q3 2025 Reduced 4.2%
$170B
$10.2 Million 0.47% of portfolio
70,829
Q3 2025 Reduced 3.98%
$0
$8.36 Million 0.39% of portfolio
85,420
Q3 2025 Reduced 5.55%
$224B
$7.85 Million 0.36% of portfolio
25,819
Q3 2025 Reduced 2.58%
$367B
$7.73 Million 0.36% of portfolio
19,066
Q3 2025 Reduced 3.24%
$0
$7.06 Million 0.33% of portfolio
15,078
Q3 2025 Reduced 6.16%
$0
$6.91 Million 0.32% of portfolio
74,007
Q3 2025 Reduced 2.1%
$177B
$6.32 Million 0.29% of portfolio
32,456
Q3 2025 Reduced 2.28%
$156B
$5.47 Million 0.25% of portfolio
49,271
Q3 2025 Reduced 2.24%
$228B
$5.25 Million 0.24% of portfolio
39,197
Q3 2025 Reduced 4.77%
$182B
$5.29 Million 0.24% of portfolio
7,747
Q3 2025 Reduced 4.23%
$73.7B
$5.28 Million 0.24% of portfolio
19,263
Q3 2025 Reduced 6.45%
$222B
$4.34 Million 0.2% of portfolio
8,942
Q3 2025 Reduced 5.55%
$52.4B
$4.37 Million 0.2% of portfolio
127,007
Q3 2025 Reduced 5.16%
$0
$4.35 Million 0.2% of portfolio
80,316
Q3 2025 Added 3.03%
$47.7B
$4.12 Million 0.19% of portfolio
8,267
Q3 2025 Reduced 3.95%
$132B
$4.1 Million 0.19% of portfolio
19,460
Q3 2025 Reduced 3.12%
$0
$3.82 Million 0.18% of portfolio
55,793
Q3 2025 Reduced 5.49%
$160B
$3.85 Million 0.18% of portfolio
19,404
Q3 2025 Reduced 4.21%
$92.7B
$3.77 Million 0.17% of portfolio
14,465
Q3 2025 Reduced 4.67%
$84.9B
$3.69 Million 0.17% of portfolio
21,926
Q3 2025 Reduced 5.31%
$0
$3.6 Million 0.17% of portfolio
30,294
Q3 2025 Reduced 5.46%
$662B
$3.66 Million 0.17% of portfolio
7,276
Q3 2025 Added 3.23%
$152B
$3.71 Million 0.17% of portfolio
15,052
Q3 2025 Reduced 11.0%
$159B
$3.77 Million 0.17% of portfolio
7,751
Q3 2025 Reduced 3.64%
$79.5B
$3.39 Million 0.16% of portfolio
27,064
Q3 2025 Reduced 10.04%
$0
$3.41 Million 0.16% of portfolio
9,329
Q3 2025 Reduced 1.51%
$522B
$3.38 Million 0.16% of portfolio
18,238
Q3 2025 Reduced 3.16%
$55.4B
$3.33 Million 0.15% of portfolio
10,912
Q3 2025 Reduced 0.83%
$84B
$3.02 Million 0.14% of portfolio
15,686
Q3 2025 Reduced 4.25%
$38.4B
$3.08 Million 0.14% of portfolio
120,877
Q3 2025 Reduced 8.49%
$1.74T
$2.75 Million 0.13% of portfolio
11,281
Q3 2025 Reduced 1.41%
$0
$2.78 Million 0.13% of portfolio
4,153
Q3 2025 Reduced 22.4%

Summary

  • Portfolio
  • No. of Stocks 262
  • Current Value $2.16 Billion
  • Prior Value $2.21 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 128 stocks
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