First Western Financial Ownership | Who Owns First Western Financial?
First Western Financial Ownership Summary
First Western Financial is owned by 59.66% institutional investors, 15.36% insiders, and 24.98% retail investors. Banc funds is the largest institutional shareholder, holding 6.59% of MYFW shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.50% of its assets in First Western Financial shares.
MYFW Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | First Western Financial | 59.66% | 15.36% | 24.98% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Regional Banks Stocks | 38.06% | 12.02% | 49.92% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Banc funds | 636.18K | 6.59% | $12.44M |
| Blackrock funding, inc. /de | 548.03K | 5.68% | $10.71M |
| Blackrock | 509.51K | 5.30% | $8.66M |
| Vanguard group | 403.38K | 4.18% | $7.89M |
| Alliancebernstein | 354.57K | 3.68% | $6.93M |
| Punch & associates investment management | 338.84K | 3.52% | $5.76M |
| Wasatch advisors lp | 329.82K | 3.42% | $6.45M |
| North reef capital management lp | 312.42K | 3.24% | $6.11M |
| Mendon capital advisors | 257.60K | 2.67% | $5.04M |
| Rhino investment partners | 232.19K | 2.41% | $4.54M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Mendon capital advisors | 257.60K | 2.48% | $5.04M |
| Jacobs asset management | 158.44K | 1.71% | $2.69M |
| Tieton capital management | 184.61K | 1.45% | $3.61M |
| Banc funds | 636.18K | 1.37% | $12.44M |
| John w. rosenthal capital management | 59.45K | 1.08% | $1.16M |
| Rhino investment partners | 232.19K | 1.00% | $4.54M |
| Cherry creek investment advisors | 51.94K | 0.50% | $1.02M |
| Sippican capital advisors | 24.75K | 0.35% | $483.76K |
| Punch & associates investment management | 338.84K | 0.34% | $5.76M |
| North reef capital management lp | 312.42K | 0.27% | $6.11M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Rhino investment partners | 232.19K | 1.00% | 177.25K |
| Jacobs asset management | 158.44K | 1.71% | 158.44K |
| Mendon capital advisors | 257.60K | 2.48% | 155.43K |
| Rmb capital management | 196.66K | 0.09% | 107.28K |
| John w. rosenthal capital management | 59.45K | 1.08% | 59.45K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Strategic value bank partners | - | - | -249.23K |
| Kennedy capital management | - | - | -131.15K |
| Wasatch advisors lp | 329.82K | 0.03% | -116.19K |
| Fj capital management | - | - | -105.61K |
| Banc funds | 636.18K | 1.37% | -86.14K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Jacobs asset management | 158.44K | 1.71% | 158.44K | $2.69M |
| John w. rosenthal capital management | 59.45K | 1.08% | 59.45K | $1.16M |
| Biltmore family office | 45.32K | 0.15% | 45.32K | $885.93K |
| Raymond james financial | 25.00K | 0.00% | 25.00K | $488.75K |
Sold Out
| Holder | Change |
|---|---|
| Capital performance advisors llp | -73.00 |
| Excel securities & associates | -200.00 |
| Picton mahoney asset management | -213.00 |
| American group | -3.95K |
| Deutsche bank ag\ | -9.96K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 56 | -8.20% | 5,461,417 | 1.41% | 57 | 1.80% | 24 | - | 16 | -27.27% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 241.64K | 2.50% | - |
| Vanguard US Total Market Shares ETF | 241.64K | 2.49% | - |
| iShares Russell 2000 ETF | 219.65K | 2.26% | 108.00 |
| RMB Mendon Financial Services A | 196.66K | 2.03% | - |
| Tieton Small Cap Value | 180.58K | 1.86% | -4.04K |
| Wasatch Micro Cap Value | 114.00K | 1.17% | -31.00K |
| Wasatch Micro Cap Value Composite | 114.00K | 1.17% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 103.31K | 1.07% | 3.62K |
| Kennedy Extended Small Cap | 92.17K | 0.95% | -5.29K |
| Diamond Hill Small Cap Equity | 78.36K | 0.81% | 2.21K |
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 Q2 | - | 3 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 6 |
| 2024 Q3 | - | 3 |
| 2024 Q2 | - | - |
MYFW Ownership FAQ
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