First Western Financial Ownership | Who Owns First Western Financial?

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First Western Financial Ownership Summary

First Western Financial is owned by 57.79% institutional investors, 17.33% insiders, and 24.88% 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	57.79%	17.33%	24.88%
Sector	Financial Services Stocks	43.55%	12.63%	43.82%
Industry	Regional Banks Stocks	49.57%	11.62%	38.81%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Banc funds	755.01K	7.85%	$12.84M
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
Kennedy capital management	191.88K	1.99%	$3.26M

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
Fj capital management	336.83K	0.60%	$5.73M
Cherry creek investment advisors	51.94K	0.46%	$882.96K
Punch & associates investment management	338.84K	0.34%	$5.76M
North reef capital management lp	298.53K	0.23%	$5.08M
Elco management	11.41K	0.11%	$194.04K

Top Buyers

Holder	Shares	% Assets	Change
Jacobs asset management	158.44K	1.71%	158.44K
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
Vanguard group	394.19K	0.00%	24.88K

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
Hsbc	12.37K	0.00%	12.37K	$209.51K
Elco management	11.41K	0.11%	11.41K	$194.04K
Corebridge financial	4.29K	0.00%	4.29K	$72.98K
Mirae asset global etfs	3.25K	0.00%	3.25K	$55.32K

Sold Out

Holder	Change
Russell investments group	-189.00
American group	-3.95K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2023	59	-	5,103,032	4.52%	53	2.03%	28	-	13	-18.75%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	241.64K	2.50%	-
iShares Russell 2000 ETF	223.36K	2.31%	-504.00
Wasatch Micro Cap Value	194.02K	2.01%	28.02K
Tieton Small Cap Value	151.41K	1.57%	255.00
Vanguard Institutional Extnd Mkt Idx Tr	99.21K	1.03%	-
Kennedy Extended Small Cap	97.46K	1.01%	-7.01K
RMB Mendon Financial Services A	89.37K	0.92%	17.96K
Fidelity Small Cap Index	81.88K	0.85%	-1.54K
Diamond Hill Small Cap Equity	76.63K	0.79%	-125.00
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
2024 Q4	-	6
2024 Q3	-	3
2024 Q2	-	-
2024 Q1	-	1
2023 Q4	-	-

MYFW Ownership FAQ

Who Owns First Western Financial?

First Western Financial shareholders are primarily institutional investors at 57.79%, followed by 17.33% insiders and 24.88% retail investors. The average institutional ownership in First Western Financial's industry, Regional Banks Stocks, is 49.57%, which First Western Financial exceeds.

Who owns the most shares of First Western Financial?

First Western Financial’s largest shareholders are Banc funds (755.01K shares, 7.85%), Blackrock (509.51K shares, 5.30%), and Vanguard group (394.19K shares, 4.10%). Together, they hold 17.24% 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?

Strategic value bank partners is First Western Financial’s biggest shareholder by percentage of total assets invested, with 2.81% of its assets in 249.23K First Western Financial shares, valued at 4.24M$.

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

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of First Western Financial shares, with 2.50% of its total shares outstanding invested in 241.64K First Western Financial shares.

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