First Western Financial Ownership | Who Owns First Western Financial?
First Western Financial Ownership Summary
First Western Financial is owned by 57.92% institutional investors, 17.22% insiders, and 24.86% retail investors. Banc funds is the largest institutional shareholder, holding 7.85% 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 | 57.92% | 17.22% | 24.86% |
Sector | Financial Services Stocks | 86.48% | 14.02% | -0.50% |
Industry | Regional Banks Stocks | 51.80% | 12.03% | 36.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Banc funds | 755.01K | 7.85% | $12.84M |
Blackrock funding, inc. /de | 548.03K | 5.68% | $10.71M |
Blackrock | 509.51K | 5.30% | $8.66M |
Vanguard group | 394.19K | 4.10% | $6.70M |
Wasatch advisors lp | 363.99K | 3.78% | $6.19M |
Alliancebernstein | 343.67K | 3.57% | $5.84M |
Punch & associates investment management | 338.84K | 3.52% | $5.76M |
Fj capital management | 336.83K | 3.50% | $5.73M |
North reef capital management lp | 298.53K | 3.10% | $5.08M |
Strategic value bank partners | 249.23K | 2.59% | $4.24M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Strategic value bank partners | 249.23K | 2.81% | $4.24M |
Jacobs asset management | 158.44K | 1.71% | $2.69M |
Banc funds | 755.01K | 1.52% | $12.84M |
Tieton capital management | 151.41K | 1.43% | $2.57M |
Mendon capital advisors | 71.42K | 1.10% | $1.98M |
John w. rosenthal capital management | 59.45K | 1.08% | $1.16M |
Fj capital management | 336.83K | 0.60% | $5.73M |
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 |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Jacobs asset management | 158.44K | 1.71% | 158.44K |
John w. rosenthal capital management | 59.45K | 1.08% | 59.45K |
Mendon capital advisors | 71.42K | 1.10% | 40.14K |
Rmb capital management | 71.42K | 0.03% | 29.45K |
Strategic value bank partners | 249.23K | 2.81% | 28.56K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
North reef capital management lp | 298.53K | 0.23% | -103.30K |
Kennedy capital management | 191.88K | 0.07% | -54.32K |
Stifel financial | 39.38K | 0.00% | -37.62K |
Fj capital management | 336.83K | 0.60% | -32.43K |
Banc funds | 755.01K | 1.52% | -11.38K |
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 |
Raymond james financial | 25.00K | 0.00% | 25.00K | $488.75K |
Hsbc | 12.37K | 0.00% | 12.37K | $209.51K |
Elco management | 11.41K | 0.11% | 11.41K | $194.04K |
Sold Out
Holder | Change |
---|---|
Capital performance advisors llp | -73.00 |
Russell investments group | -189.00 |
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 % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Dec 31, 2023 | 61 | 5.17% | 5,385,590 | 1.83% | 56 | 1.83% | 24 | 14.29% | 22 | 37.50% |
Sep 30, 2023 | 58 | -1.69% | 5,288,720 | 3.64% | 55 | 1.92% | 21 | -25.00% | 16 | 23.08% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 241.64K | 2.50% | - |
iShares Russell 2000 ETF | 235.99K | 2.44% | -1.80K |
RMB Mendon Financial Services A | 196.66K | 2.03% | - |
Tieton Small Cap Value | 184.61K | 1.91% | 33.82K |
Wasatch Micro Cap Value | 145.00K | 1.50% | -49.02K |
Vanguard Institutional Extnd Mkt Idx Tr | 99.21K | 1.03% | - |
Kennedy Extended Small Cap | 92.17K | 0.95% | -5.29K |
Fidelity Small Cap Index | 79.42K | 0.82% | -2.36K |
Diamond Hill Small Cap Equity | 76.32K | 0.79% | - |
Diamond Hill Small Cap Inv | 72.06K | 0.75% | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Nov 07, 2024 | Duncan David R | - | Sell | $54.14K |
Nov 07, 2024 | Duncan David R | - | Sell | $34.34K |
Oct 30, 2024 | Duncan David R | - | Sell | $32.30K |
Oct 30, 2024 | Duncan David R | - | Sell | $49.56K |
Oct 30, 2024 | Duncan David R | - | Sell | $49.40K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q1 | - | - |
2024 Q4 | - | 6 |
2024 Q3 | - | 3 |
2024 Q2 | - | - |
2024 Q1 | - | 1 |
MYFW Ownership FAQ
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