Institutional Ownership First Western Financial Inc (MYFW)
This table provides information about the institutional ownership of First Western Financial Inc (MYFW). We have compiled data on the 92 institutions that hold shares in the stock, with a total of 6.34 Million shares, which have been reported (via 13F filing form) to have a value of $147 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
325
shares
|
$7,510
0.0% of portfolio
|
Q3 2025
Reduced 89.06%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
274
shares
|
$6,332
0.0% of portfolio
|
Q1 2024
Reduced 62.72%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
210
shares
|
$4,853
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
142
shares
|
$3,281
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
125
shares
|
$2,888
0.0% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
122
shares
|
$2,819
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
92
shares
|
$2,126
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
46
shares
|
$1,063
0.0% of portfolio
|
Q3 2025
Reduced 9.8%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
24
shares
|
$554
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
20
shares
|
$462
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
12
shares
|
$277
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
10
shares
|
$231
0.0% of portfolio
|
Q2 2024
Reduced 60.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
9
shares
|
$207
0.0% of portfolio
|
Q4 2025
Added 12.5%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
8
shares
|
$184
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5
shares
|
$115
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|