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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 52.57% institutional investors, 17.74% insiders, and 29.69% 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

TypeName% Inst% Insiders% Retail
StockFirst Western Financial52.57%17.74%29.69%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryRegional Banks Stocks42.21%12.07%45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Banc funds636.18K6.59%$12.44M
Blackrock funding, inc. /de548.03K5.68%$10.71M
Blackrock509.51K5.30%$8.66M
Vanguard group403.38K4.18%$7.89M
Alliancebernstein354.57K3.68%$6.93M
Punch & associates investment management338.84K3.52%$5.76M
Wasatch advisors lp329.82K3.42%$6.45M
North reef capital management lp312.42K3.24%$6.11M
Mendon capital advisors257.60K2.67%$5.04M
Rhino investment partners232.19K2.41%$4.54M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Mendon capital advisors257.60K2.48%$5.04M
Jacobs asset management158.44K1.71%$2.69M
Tieton capital management184.61K1.45%$3.61M
Banc funds636.18K1.37%$12.44M
John w. rosenthal capital management59.45K1.08%$1.16M
Rhino investment partners232.19K1.00%$4.54M
Cherry creek investment advisors51.94K0.50%$1.02M
Sippican capital advisors24.75K0.35%$483.76K
Punch & associates investment management338.84K0.34%$5.76M
North reef capital management lp312.42K0.27%$6.11M

Top Buyers

HolderShares% AssetsChange
Rhino investment partners232.19K1.00%177.25K
Jacobs asset management158.44K1.71%158.44K
Mendon capital advisors257.60K2.48%155.43K
Rmb capital management196.66K0.09%107.28K
John w. rosenthal capital management59.45K1.08%59.45K

Top Sellers

HolderShares% AssetsChange
Strategic value bank partners---249.23K
Wasatch advisors lp329.82K0.03%-116.19K
Fj capital management---105.61K
Banc funds636.18K1.37%-86.14K
Cresset asset management---45.32K

New Positions

HolderShares% AssetsChangeValue
Jacobs asset management158.44K1.71%158.44K$2.69M
John w. rosenthal capital management59.45K1.08%59.45K$1.16M
Biltmore family office45.32K0.15%45.32K$885.93K
Raymond james financial25.00K0.00%25.00K$488.75K
Fourthstone24.97K0.10%24.97K$488.20K

Sold Out

HolderChange
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

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202462-11.43%5,071,636-9.23%521.57%36-10.00%11-35.29%
Sep 30, 20247012.90%5,587,3870.48%571.73%4048.15%17-32.00%
Jun 30, 20246210.71%5,560,4741.81%571.77%2712.50%2556.25%
Mar 31, 202456-8.20%5,461,4171.41%571.80%24-16-27.27%
Dec 31, 2023615.17%5,385,5901.83%561.83%2414.29%2237.50%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv241.64K2.50%-
Vanguard US Total Market Shares ETF241.64K2.49%-
iShares Russell 2000 ETF227.71K2.35%-1.98K
RMB Mendon Financial Services A196.66K2.03%-
Tieton Small Cap Value184.61K1.91%33.82K
Wasatch Micro Cap Value145.00K1.50%-49.02K
Vanguard Institutional Extnd Mkt Idx Tr99.69K1.03%479.00
Kennedy Extended Small Cap92.17K0.95%-5.29K
Fidelity Small Cap Index77.96K0.80%-1.46K
Diamond Hill Small Cap Equity76.15K0.78%-

Recent Insider Transactions

DateNameRoleActivityValue
Nov 07, 2024Duncan David R-Sell$54.14K
Nov 07, 2024Duncan David R-Sell$34.34K
Oct 30, 2024Duncan David R-Sell$32.30K
Oct 30, 2024Duncan David R-Sell$49.56K
Oct 30, 2024Duncan David R-Sell$49.40K

Insider Transactions Trends

DateBuySell
2025 Q1--
2024 Q4-6
2024 Q3-3
2024 Q2--
2024 Q1-1

MYFW Ownership FAQ

Who Owns First Western Financial?

First Western Financial shareholders are primarily institutional investors at 52.57%, followed by 17.74% insiders and 29.69% retail investors. The average institutional ownership in First Western Financial's industry, Regional Banks Stocks, is 42.21%, which First Western Financial exceeds.

Who owns the most shares of First Western Financial?

First Western Financial’s largest shareholders are Banc funds (636.18K shares, 6.59%), Blackrock funding, inc. /de (548.03K shares, 5.68%), and Blackrock (509.51K shares, 5.30%). Together, they hold 17.57% 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?

Mendon capital advisors is First Western Financial’s biggest shareholder by percentage of total assets invested, with 2.48% of its assets in 257.6K First Western Financial shares, valued at 5.04M$.

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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