First Western Financial Ownership | Who Owns First Western Financial?
First Western Financial Ownership Summary
First Western Financial is owned by 61.84% institutional investors, 15.40% insiders, and 22.75% retail investors. Blackrock is the largest institutional shareholder, holding 5.30% of MYFW shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.49% of its assets in First Western Financial shares.
MYFW Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | First Western Financial | 61.84% | 15.40% | 22.75% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 54.08% | 12.36% | 33.57% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 509.51K | 5.30% | $8.66M |
| Blackrock funding, inc. /de | 508.39K | 5.24% | $11.47M |
| Banc funds | 490.52K | 5.05% | $11.07M |
| Vanguard group | 403.38K | 4.18% | $7.89M |
| Alliancebernstein | 354.57K | 3.68% | $6.93M |
| Jacobs asset management | 340.00K | 3.50% | $7.67M |
| Punch & associates investment management | 314.74K | 3.24% | $7.10M |
| North reef capital management lp | 312.42K | 3.24% | $6.11M |
| Mendon capital advisors | 280.52K | 2.89% | $6.33M |
| Rmb capital management | 197.06K | 2.03% | $4.45M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Jacobs asset management | 340.00K | 4.37% | $7.67M |
| Mendon capital advisors | 280.52K | 3.07% | $6.33M |
| Banc funds | 490.52K | 1.67% | $11.07M |
| Tieton capital management | 184.61K | 1.45% | $3.61M |
| John w. rosenthal capital management | 55.28K | 1.26% | $1.25M |
| Cherry creek investment advisors | 51.94K | 0.55% | $1.17M |
| Punch & associates investment management | 314.74K | 0.44% | $7.10M |
| Colorado capital management | 39.74K | 0.38% | $897.00K |
| Sippican capital advisors | 24.75K | 0.35% | $483.76K |
| North reef capital management lp | 312.42K | 0.27% | $6.11M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Punch & associates investment management | 314.74K | 0.44% | 104.26K |
| Marshall wace, llp | 97.23K | 0.00% | 97.23K |
| Ubs group | 48.30K | 0.00% | 44.45K |
| Colorado capital management | 39.74K | 0.38% | 39.74K |
| Tieton capital management | 184.61K | 1.45% | 33.82K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wasatch advisors lp | - | - | -250.68K |
| Strategic value bank partners | - | - | -249.23K |
| Rhino investment partners | 2.81K | 0.02% | -222.90K |
| Banc funds | 490.52K | 1.67% | -145.66K |
| Kennedy capital management | - | - | -131.15K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Marshall wace, llp | 97.23K | 0.00% | 97.23K | $2.19M |
| Colorado capital management | 39.74K | 0.38% | 39.74K | $897.00K |
| Los angeles capital management | 33.48K | 0.00% | 33.48K | $755.33K |
| Arrowstreet capital, limited partnership | 15.82K | 0.00% | 15.82K | $356.97K |
| Quadrature capital | 9.68K | 0.00% | 9.68K | $218.52K |
Sold Out
| Holder | Change |
|---|---|
| Capital performance advisors llp | -73.00 |
| Russell investments group | -84.00 |
| Excel securities & associates | -200.00 |
| Picton mahoney asset management | -213.00 |
| American group | -3.95K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 81 | 14.08% | 6,003,491 | 3.26% | 61 | 1.72% | 49 | 63.33% | 18 | -25.00% |
| Mar 31, 2025 | 70 | 6.06% | 5,789,225 | -1.29% | 59 | 1.61% | 30 | -23.08% | 23 | 91.67% |
| Dec 31, 2024 | 62 | -11.43% | 5,071,636 | -9.23% | 52 | 1.57% | 36 | -10.00% | 11 | -35.29% |
| Sep 30, 2024 | 70 | 12.90% | 5,587,387 | 0.48% | 57 | 1.73% | 40 | 48.15% | 17 | -32.00% |
| Jun 30, 2024 | 62 | 10.71% | 5,560,474 | 1.81% | 57 | 1.77% | 27 | 12.50% | 25 | 56.25% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 241.64K | 2.49% | - |
| Vanguard Total Stock Mkt Idx Inv | 236.42K | 2.43% | -5.21K |
| iShares Russell 2000 ETF | 198.05K | 2.04% | -3.78K |
| RMB Mendon Financial Services A | 196.66K | 2.02% | - |
| Tieton Small Cap Value | 179.34K | 1.85% | -1.24K |
| Algebris Financial Equity BM EUR Acc | 143.50K | 1.48% | 143.50K |
| Wasatch Micro Cap Value | 114.00K | 1.17% | -31.00K |
| Wasatch Micro Cap Value Composite | 114.00K | 1.17% | - |
| Kennedy Extended Small Cap | 92.17K | 0.95% | -5.29K |
| Vanguard Institutional Extnd Mkt Idx Tr | 85.68K | 0.88% | -43.32K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 09, 2025 | Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT | Sell | $63.99K |
| Jun 06, 2025 | Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT | Sell | $41.01K |
| May 09, 2025 | Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT | Sell | $107.65K |
| Nov 07, 2024 | Duncan David R | - | Sell | $34.34K |
| Nov 07, 2024 | Duncan David R | - | Sell | $54.14K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | - | 3 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 6 |
| 2024 Q3 | - | 3 |
MYFW Ownership FAQ
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