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First Western Financial, Inc. (MYFW) institutional ownership

Latest close $31.37 Jul 29, 2026
Market cap$205M 52-week range SectorFinancial Services
Funds holding · Q1 2026
75
reported MYFW position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
37 buyers · 38 sellers

First Western Financial, Inc. (MYFW) price and institutional activity

Dates

Q1 2026

$0 bought by 37 investors
Wellington Management Group LLPBrevan Howard Capital Management LP +35 more
$0 sold by 38 investors
Northwestern Mutual Wealth Management CoMarshall Wace, LLP +36 more
Bought Sold Totals per quarter; hover a bar for the names.

First Western Financial, Inc. (MYFW) institutional activity · 37

Investor Type Est. change Change Δ Own Date
Wellington Management Group LLP · Added
Change +278K Δ Own +114.4% Date Q1 2026
Wellington Management Group LLP Added· Q1 2026 +278K +114.4% Q1 2026
Brevan Howard Capital Management LP · Added
Change +32K Date Q1 2026
Brevan Howard Capital Management LP Added· Q1 2026 +32K Q1 2026
North Reef Capital Management LP · Added
Change +31K Date Q1 2026
North Reef Capital Management LP Added· Q1 2026 +31K Q1 2026
UBS Group AG · Added
Change +23K Date Q1 2026
UBS Group AG Added· Q1 2026 +23K Q1 2026
Concurrent Investment Advisors, LLC · New
Change +9K Date Q1 2026
Concurrent Investment Advisors, LLC New· Q1 2026 +9K Q1 2026
First Western Trust Bank · Added
Change +7K Date Q1 2026
First Western Trust Bank Added· Q1 2026 +7K Q1 2026
Tieton Capital Management, LLC · Added
Change +6K Date Q1 2026
Tieton Capital Management, LLC Added· Q1 2026 +6K Q1 2026
Dimensional · Added
Change +6K Date Q1 2026
Dimensional Added· Q1 2026 +6K Q1 2026
Round Rock Advisors LLC · Added
Change +6K Date Q1 2026
Round Rock Advisors LLC Added· Q1 2026 +6K Q1 2026
Goldman Sachs Group Inc · Added
Change +6K Date Q1 2026
Goldman Sachs Group Inc Added· Q1 2026 +6K Q1 2026
Algebris (uk) Ltd · Added
Change +3K Date Q1 2026
Algebris (uk) Ltd Added· Q1 2026 +3K Q1 2026
Bridgeway Capital Management, LLC · Added
Change +3K Date Q1 2026
Bridgeway Capital Management, LLC Added· Q1 2026 +3K Q1 2026
Empowered Funds, LLC · Added
Change +3K Date Q1 2026
Empowered Funds, LLC Added· Q1 2026 +3K Q1 2026
Alliancebernstein L.P. · Added
Change +3K Date Q1 2026
Alliancebernstein L.P. Added· Q1 2026 +3K Q1 2026
Northern Trust · Added
Change +2K Date Q1 2026
Northern Trust Added· Q1 2026 +2K Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 37

Famous investor activity in First Western Financial, Inc. (MYFW)

First Western Financial, Inc. (MYFW) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Gart Thomas A. · Director Grant (A) 974
Owned 25K Trade date Jun 3, 2026 Filed date Jun 5, 2026
Gart Thomas A. Director Grant (A) 974 25K Jun 3, 2026 Jun 5, 2026
Hamill Patrick H. · Director Grant (A) 974
Owned 165K Trade date Jun 3, 2026 Filed date Jun 5, 2026
Hamill Patrick H. Director Grant (A) 974 165K Jun 3, 2026 Jun 5, 2026
Latimer Luke A. · Director Grant (A) 974
Owned 58K Trade date Jun 3, 2026 Filed date Jun 5, 2026
Latimer Luke A. Director Grant (A) 974 58K Jun 3, 2026 Jun 5, 2026
Mitchell Scott C. · Director Grant (A) 974
Owned 5K Trade date Jun 3, 2026 Filed date Jun 5, 2026
Mitchell Scott C. Director Grant (A) 974 5K Jun 3, 2026 Jun 5, 2026
Robinson Ellen S. · Director Grant (A) 974
Owned 3K Trade date Jun 3, 2026 Filed date Jun 5, 2026
Robinson Ellen S. Director Grant (A) 974 3K Jun 3, 2026 Jun 5, 2026
Smith Mark L. · Director Grant (A) 974
Owned 54K Trade date Jun 3, 2026 Filed date Jun 5, 2026
Smith Mark L. Director Grant (A) 974 54K Jun 3, 2026 Jun 5, 2026
Zimlich Joseph C. · Director Grant (A) 974
Owned 42K Trade date Jun 3, 2026 Filed date Jun 5, 2026
Zimlich Joseph C. Director Grant (A) 974 42K Jun 3, 2026 Jun 5, 2026
Duncan David R. · Director Grant (A) 974
Owned 45K Trade date Jun 3, 2026 Filed date Jun 5, 2026
Duncan David R. Director Grant (A) 974 45K Jun 3, 2026 Jun 5, 2026
Caponi Julie A. · Director Grant (A) 974
Owned 24K Trade date Jun 3, 2026 Filed date Jun 5, 2026
Caponi Julie A. Director Grant (A) 974 24K Jun 3, 2026 Jun 5, 2026
Wylie Scott C. · Director Sell −$182K
Price $28.31 Qty −6K Owned 750K Trade date May 22, 2026 Filed date May 26, 2026
Wylie Scott C. Director Sell $28.31 −6K −$182K 750K May 22, 2026 May 26, 2026
Wylie Scott C. · Director Sell −$31K
Price $28.52 Qty −1K Owned 757K Trade date May 20, 2026 Filed date May 22, 2026
Wylie Scott C. Director Sell $28.52 −1K −$31K 757K May 20, 2026 May 22, 2026
Wylie Scott C. · Director Sell −$215K
Price $28.70 Qty −8K Owned 758K Trade date May 5, 2026 Filed date May 5, 2026
Wylie Scott C. Director Sell $28.70 −8K −$215K 758K May 5, 2026 May 5, 2026
Courkamp Julie A. · Director Tax withholding or exercise payment (F) -$12K
Price $28.55 Qty -417 Owned 60K Trade date May 4, 2026 Filed date May 5, 2026
Courkamp Julie A. Director Tax withholding or exercise payment (F) $28.55 -417 -$12K 60K May 4, 2026 May 5, 2026
Weber David R. · CFO Tax withholding or exercise payment (F) -$3K
Price $28.55 Qty -102 Owned 6K Trade date May 4, 2026 Filed date May 5, 2026
Weber David R. CFO Tax withholding or exercise payment (F) $28.55 -102 -$3K 6K May 4, 2026 May 5, 2026
Cassell Matthew C. · Officer Tax withholding or exercise payment (F) -$1K
Price $28.55 Qty -36 Owned 16K Trade date May 4, 2026 Filed date May 5, 2026
Cassell Matthew C. Officer Tax withholding or exercise payment (F) $28.55 -36 -$1K 16K May 4, 2026 May 5, 2026
15 of 51
15 of 51 Sign in to continue to older insider transactions.

First Western Financial, Inc. (MYFW) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
North Reef Capital Management LP 686K
% of shares outstanding 7.1% Filing date Feb 17, 2026
North Reef Capital Management LP 686K 7.1% Feb 17, 2026
BlackRock Inc. 534K
% of shares outstanding 5.6% Filing date Jan 29, 2024
BlackRock Inc. 534K 5.6% Jan 29, 2024
Wellington Management Group LLP 520K
% of shares outstanding 5.3% Filing date May 15, 2026
Wellington Management Group LLP 520K 5.3% May 15, 2026
Banc Fund IX L.P. 0
% of shares outstanding 0.0% Filing date Feb 17, 2026
Banc Fund IX L.P. 0 0.0% Feb 17, 2026
4 of 4

First Western Financial, Inc. (MYFW) ownership FAQ

Who owns MYFW?

75 reporting institutions disclosed MYFW position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.