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First Western Financial Ownership | Who Owns First Western Financial?

OverviewForecastRevenueFinancialsChartTranscripts

First Western Financial Ownership Summary

First Western Financial is owned by 68.53% institutional investors, 13.03% insiders, and 18.45% retail investors. North reef capital management lp is the largest institutional shareholder, holding 7.42% of MYFW shares. Algebris Financial Equity BM EUR Acc is the top mutual fund, with 3.23% of its assets in First Western Financial shares.

MYFW Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockFirst Western Financial68.53%13.03%18.45%
SectorFinancial Services Stocks 37.05%15.59%47.36%
IndustryRegional Banks Stocks38.86%12.63%48.51%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
North reef capital management lp716.61K7.42%$17.61M
Wellington management group llp520.33K5.39%$12.79M
Blackrock509.51K5.30%$8.66M
Blackrock funding, inc. /de496.36K5.14%$12.20M
Vanguard group455.60K4.72%$12.21M
Banc funds348.40K3.61%$8.56M
Algebris (uk)344.05K3.56%$8.44M
Dimensional fund advisors lp261.73K2.71%$6.43M
Jacobs asset management257.82K2.67%$6.34M
Mendon capital advisors253.34K2.62%$6.23M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Jacobs asset management257.82K3.79%$6.34M
Pmc fig opportunities87.49K3.31%$2.15M
Mendon capital advisors253.34K2.41%$6.23M
Banc funds348.40K1.59%$8.56M
Tieton capital management190.09K1.57%$4.67M
John w. rosenthal capital management55.11K1.33%$1.35M
Sippican capital advisors46.48K0.78%$1.14M
Algebris (uk)344.05K0.61%$8.44M
North reef capital management lp716.61K0.61%$17.61M
Cherry creek investment advisors51.94K0.55%$1.28M

Top Buyers

HolderShares% AssetsChange
Wellington management group llp520.33K0.00%277.65K
Vanguard fiduciary trust51.13K0.00%51.13K
Sei investments98.73K0.00%50.27K
Brevan howard capital management lp100.00K0.02%31.80K
North reef capital management lp716.61K0.61%30.66K

Top Sellers

HolderShares% AssetsChange
Wasatch advisors lp---250.68K
Strategic value bank partners---249.23K
Basswood capital management---183.11K
Kennedy capital management---131.15K
Fj capital management---105.61K

New Positions

HolderShares% AssetsChangeValue
Vanguard fiduciary trust51.13K0.00%51.13K$1.26M
Concurrent investment advisors9.37K0.00%9.37K$230.39K
Jump financial8.90K0.00%8.90K$204.88K
Vanguard global advisers2.69K-2.69K$66.10K
Root financial partners4.00-4.00$98.00

Sold Out

HolderChange
Covestor-24.00
Federated hermes-31.00
Capital performance advisors llp-73.00
Point72 (difc)-80.00
Srs capital advisors-122.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202690-4.26%6,616,5240.85%681.48%408.11%30-
Dec 31, 202528-69.23%1,435,235-77.22%140.35%11-76.60%5-82.14%
Sep 30, 202531-61.73%1,293,885-78.45%130.35%12-75.51%8-55.56%
Jun 30, 20258114.08%6,003,4913.26%611.72%4963.33%18-25.00%
Mar 31, 2025706.06%5,789,225-1.29%591.61%30-23.08%2391.67%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Algebris Financial Equity BM EUR Acc314.49K3.23%-29.72K
Vanguard Total Stock Mkt Idx Inv259.43K2.67%-
Vanguard US Total Market Shares ETF241.64K2.49%-
iShares Russell 2000 ETF199.88K2.05%1.69K
RMB Mendon Financial Services A196.66K2.02%-
Tieton Small Cap Value190.09K1.95%6.48K
Wasatch Micro Cap Value114.00K1.17%-31.00K
Wasatch Micro Cap Value Composite114.00K1.17%-
Kennedy Extended Small Cap92.17K0.95%-5.29K
Diamond Hill Small Cap Equity85.62K0.88%1.73K

Recent Insider Transactions

DateNameRoleActivityValue
May 22, 2026Wylie Scott C CHAIRMAN, CEO AND PRESIDENTSell$181.67K
May 20, 2026Wylie Scott C CHAIRMAN, CEO AND PRESIDENTSell$30.89K
May 05, 2026Wylie Scott C CHAIRMAN, CEO AND PRESIDENTSell$215.25K
Jan 26, 2026Mitchell Scott C-Sell$5.56K
Jan 26, 2026Mitchell Scott C-Sell$2.47K

Insider Transactions Trends

DateBuySell
2026 Q2-3
2026 Q1-14
2025 Q4-5
2025 Q3-1
2025 Q2-3

MYFW Ownership FAQ

Who Owns First Western Financial?

First Western Financial shareholders are primarily institutional investors at 68.53%, followed by 13.03% insiders and 18.44% retail investors. The average institutional ownership in First Western Financial's industry, Regional Banks Stocks, is 38.86%, which First Western Financial exceeds.

Who owns the most shares of First Western Financial?

First Western Financial’s largest shareholders are North reef capital management lp (716.61K shares, 7.42%), Wellington management group llp (520.33K shares, 5.39%), and Blackrock (509.51K shares, 5.30%). Together, they hold 18.11% of First Western Financial’s total shares outstanding.

Does Blackrock own First Western Financial?

Yes, BlackRock owns 5.30% of First Western Financial, totaling 509.51K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 8.66M$. In the last quarter, BlackRock decreased its holdings by -703 shares, a -0.14% change.

Who is First Western Financial’s biggest shareholder by percentage of total assets invested?

Jacobs asset management is First Western Financial’s biggest shareholder by percentage of total assets invested, with 3.79% of its assets in 257.82K First Western Financial shares, valued at 6.34M$.

Who is the top mutual fund holder of First Western Financial shares?

Algebris Financial Equity BM EUR Acc is the top mutual fund holder of First Western Financial shares, with 3.23% of its total shares outstanding invested in 314.48K First Western Financial shares.

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