First Western Financial, Inc.

Historical 13F Holders

Symbol
MYFW
CUSIP
33751L105
All holders as of
Q2 2026
Type
Equity
Class
COM
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 33751L105 since 12/18/2024, largest first.

Filer % of Class Filed
Wellington Management Group LLP 13G/A
7.7% 8/13/2026
Event 6/30/2026
North Reef Capital Management LP 13G/A
7.1% 2/17/2026
Event 12/31/2025
Under 5%, checked the "5 percent or less" box, or amended by a later filing (1)
Banc Funds Co LLC 13G/A
3.4% 2/17/2026
Event 12/31/2025

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 3 281 $8.43 k
2026 Q2 105 6.73 M $215 M
2026 Q1 96 6.63 M $163 M
2025 Q4 95 6.48 M $174 M
2025 Q3 94 6.31 M $146 M
2025 Q2 85 6.02 M $136 M
2025 Q1 72 5.81 M $114 M
2024 Q4 68 5.89 M $115 M
2024 Q3 73 5.62 M $112 M
2024 Q2 67 5.57 M $95.5 M
2024 Q1 62 5.52 M $81.1 M
2023 Q4 63 5.41 M $107 M
2023 Q3 59 5.29 M $93.2 M
2023 Q2 60 5.10 M $94.9 M
2023 Q1 61 4.88 M $96.6 M
2022 Q4 64 4.99 M $140 M
2022 Q3 65 4.87 M $120 M
2022 Q2 71 4.79 M $130 M
2022 Q1 62 4.35 M $136 M
2021 Q4 56 4.00 M $121 M
2021 Q3 50 3.74 M $108 M
2021 Q2 51 3.65 M $94.5 M
2021 Q1 57 3.81 M $95.3 M
2020 Q4 54 3.60 M $70.4 M
2020 Q3 51 3.50 M $45.4 M
2020 Q2 48 3.45 M $49.2 M
2020 Q1 34 3.42 M $48.3 M
2019 Q4 33 3.35 M $55.0 M
2019 Q3 28 3.21 M $54.7 M
2019 Q2 27 3.07 M $40.8 M
2019 Q1 23 3.11 M $40.7 M
2018 Q4 24 2.53 M $29.4 M
2018 Q3 28 2.49 M $43.5 M