First Western Financial Ownership | Who Owns First Western Financial?
First Western Financial Ownership Summary
First Western Financial is owned by 69.90% institutional investors, 12.99% insiders, and 17.11% retail investors. Wellington management group llp is the largest institutional shareholder, holding 7.74% of MYFW shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.67% of its assets in First Western Financial shares.
MYFW Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | First Western Financial | 69.90% | 12.99% | 17.11% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Regional Banks Stocks | 56.79% | 12.57% | 30.64% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Wellington management group llp | 747.10K | 7.74% | $23.99M |
| North reef capital management lp | 742.63K | 7.69% | $23.85M |
| Blackrock funding, inc. /de | 542.71K | 5.62% | $17.43M |
| Blackrock | 509.51K | 5.30% | $8.66M |
| Vanguard group | 455.60K | 4.72% | $12.21M |
| Vanguard capital management | 353.52K | 3.66% | $11.35M |
| Banc funds | 342.40K | 3.55% | $10.99M |
| Dimensional fund advisors lp | 285.91K | 2.96% | $9.18M |
| Algebris (uk) | 259.09K | 2.68% | $8.29M |
| Mendon capital advisors | 215.81K | 2.24% | $6.93M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Jacobs asset management | 140.00K | 2.83% | $4.50M |
| Mendon capital advisors | 215.81K | 2.45% | $6.93M |
| Banc funds | 342.40K | 1.82% | $10.99M |
| Tieton capital management | 187.27K | 1.73% | $6.01M |
| John w. rosenthal capital management | 55.11K | 1.55% | $1.77M |
| North reef capital management lp | 742.63K | 0.91% | $23.85M |
| Sippican capital advisors | 46.48K | 0.91% | $1.49M |
| Pmc fig opportunities | 17.07K | 0.87% | $547.96K |
| Cherry creek investment advisors | 51.94K | 0.66% | $1.67M |
| Algebris (uk) | 259.09K | 0.55% | $8.29M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 747.10K | 0.00% | 226.77K |
| Qube research | 56.62K | 0.00% | 56.62K |
| Blackrock funding, inc. /de | 542.71K | 0.00% | 46.34K |
| Renaissance | 57.36K | 0.00% | 39.26K |
| Acadian asset management | 134.66K | 0.01% | 30.98K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wasatch advisors lp | - | - | -250.68K |
| Strategic value bank partners | - | - | -249.23K |
| Basswood capital management | - | - | -183.11K |
| Kennedy capital management | - | - | -131.15K |
| Jacobs asset management | 140.00K | 2.83% | -117.82K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Qube research | 56.62K | 0.00% | 56.62K | $1.82M |
| Cm wealth advisors | 26.00K | 0.15% | 26.00K | $834.92K |
| Sixth street partners management company | 23.94K | 0.00% | 23.94K | $768.81K |
| State of wisconsin investment board | 15.92K | 0.00% | 15.92K | $511.06K |
| Quadrature capital | 13.40K | 0.00% | 13.40K | $430.15K |
Sold Out
| Holder | Change |
|---|---|
| Root financial partners | -4.00 |
| Mai capital management | -5.00 |
| Covestor | -24.00 |
| Federated hermes | -31.00 |
| Capital performance advisors llp | -73.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 105 | 10.53% | 6,749,280 | 1.82% | 69 | 1.48% | 55 | 30.95% | 29 | -6.45% |
| Mar 31, 2026 | 90 | -4.26% | 6,616,524 | 0.85% | 68 | 1.48% | 40 | 8.11% | 30 | - |
| Dec 31, 2025 | 28 | -69.23% | 1,435,235 | -77.22% | 14 | 0.35% | 11 | -76.60% | 5 | -82.14% |
| Sep 30, 2025 | 31 | -61.73% | 1,293,885 | -78.45% | 13 | 0.35% | 12 | -75.51% | 8 | -55.56% |
| Jun 30, 2025 | 81 | 14.08% | 6,003,491 | 3.26% | 61 | 1.72% | 49 | 63.33% | 18 | -25.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 259.43K | 2.67% | - |
| Vanguard MStar Total Stk Mkt Idx Invest | 259.43K | 2.66% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 259.43K | 2.66% | - |
| Algebris Financial Equity BM EUR Acc | 257.49K | 2.64% | -22.48K |
| Vanguard US Total Market Shares ETF | 241.64K | 2.49% | - |
| iShares Russell 2000 ETF | 222.56K | 2.28% | -3.94K |
| RMB Mendon Financial Services A | 190.00K | 1.95% | -6.66K |
| Tieton Small Cap Value | 187.27K | 1.92% | -2.82K |
| Wasatch Micro Cap Value | 114.00K | 1.17% | -31.00K |
| Wasatch Micro Cap Value Composite | 114.00K | 1.17% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 31, 2026 | Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT | Sell | $305.50K |
| May 22, 2026 | Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT | Sell | $181.67K |
| May 20, 2026 | Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT | Sell | $30.89K |
| May 05, 2026 | Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT | Sell | $215.25K |
| Jan 26, 2026 | Mitchell Scott C | - | Sell | $5.56K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 1 |
| 2026 Q2 | - | 3 |
| 2026 Q1 | - | 14 |
| 2025 Q4 | - | 5 |
| 2025 Q3 | - | 1 |
MYFW Ownership FAQ
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