First Western Financial Inc
MYFWFigures shown here come from public SEC filings. Dates beside each section show the available history.
How First Western Financial Inc Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 9 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 5, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2026-03-31 | 3,931 | $96.6K | SEC filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2026-03-31 | 179,042 | $4.4M | SEC filing |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2026-03-31 | 131,158 | $3.22M | SEC filing |
| True Wealth Design, LLC | 2026-03-31 | 9 | $222 | SEC filing |
| FMR LLC | 2026-03-31 | 2,978 | $73.2K | SEC filing |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 2026-03-31 | 248,195 | $6.1M | SEC filing |
| Sunbelt Securities, Inc. | 2026-03-31 | 1 | $25 | SEC filing |
| Round Rock Advisors LLC | 2026-03-31 | 47,431 | $1.17M | SEC filing |
| AMERIPRISE FINANCIAL INC | 2026-03-31 | 19,000 | $467K | SEC filing |
| BANC FUNDS CO LLC | 2026-03-31 | 348,404 | $8.56M | SEC filing |
| State of Alaska, Department of Revenue | 2026-03-31 | 696 | Not shown | SEC filing |
| ROTHSCHILD INVESTMENT LLC | 2026-03-31 | 3 | $74 | SEC filing |
| AMERICAN CENTURY COMPANIES INC | 2026-03-31 | 14,078 | $346K | SEC filing |
| NISA INVESTMENT ADVISORS, LLC | 2026-03-31 | 10 | $246 | SEC filing |
| MENDON CAPITAL ADVISORS CORP | 2026-03-31 | 253,336 | $6.23M | SEC filing |
| Legal & General Group Plc | 2026-03-31 | 751 | $18.5K | SEC filing |
| EverSource Wealth Advisors, LLC | 2026-03-31 | 50 | $1.23K | SEC filing |
| NEW YORK STATE COMMON RETIREMENT FUND | 2026-03-31 | 1,068 | $26.3K | SEC filing |
| ALGEBRIS (UK) LTD | 2026-03-31 | 344,049 | $8.44M | SEC filing |
| North Reef Capital Management LP | 2026-03-31 | 716,609 | $17.6M | SEC filing |
- Each value is checked against First Western Financial Inc's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at First Western Financial Inc's share price.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- Essential Partners LLC: 160 shares reported 2025-12-31; 160 shares reported 2026-03-31.
- MetLife Investment Management, LLC: 4,620 shares reported 2025-12-31; 4,620 shares reported 2026-03-31.
- STRS OHIO: 21,600 shares reported 2025-12-31; 21,600 shares reported 2026-03-31.
- Rosenthal | Henry Capital Advisors, Inc.: 55,113 shares reported 2025-12-31; 55,113 shares reported 2026-03-31.
- BRIDGEWAY CAPITAL MANAGEMENT, LLC: 80,717 shares reported 2025-12-31; 83,850 shares reported 2026-03-31.
- Trexquant Investment LP: 21,845 shares reported 2025-12-31; 11,362 shares reported 2026-03-31.
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 22,618 shares reported 2025-12-31; 20,700 shares reported 2026-03-31.
- NORTHERN TRUST CORP: 55,494 shares reported 2025-12-31; 57,951 shares reported 2026-03-31.
- ACADIAN ASSET MANAGEMENT LLC: 103,678 shares reported 2025-12-31; 103,678 shares reported 2026-03-31.
- TWO SIGMA INVESTMENTS, LP: 30,755 shares reported 2025-12-31; 11,836 shares reported 2026-03-31.
- Nuveen, LLC: 24,101 shares reported 2025-12-31; 24,272 shares reported 2026-03-31.
- UBS Group AG: 5,417 shares reported 2025-12-31; 28,860 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
63 filers have only one report here.
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-22 | Wylie Scott C · CHAIRMAN, CEO AND PRESIDENT | Common Stock | S — Open market or private sale | −6,417 | 28.31 | SEC filing |
| 2026-05-20 | Wylie Scott C · CHAIRMAN, CEO AND PRESIDENT | Common Stock | S — Open market or private sale | −1,083 | 28.52 | SEC filing |
| 2026-05-05 | Wylie Scott C · CHAIRMAN, CEO AND PRESIDENT | Common Stock | S — Open market or private sale | −7,500 | 28.70 | SEC filing |
| 2026-02-04 | Mitchell Scott C · Director | Common Stock | S — Open market or private sale | −915 | 26.00 | SEC filing |
| 2026-02-03 | Duncan David R · Director | Common Stock | S — Open market or private sale | −3,000 | 25.55 | SEC filing |
| 2026-02-03 | Duncan David R · Director | Common Stock | S — Open market or private sale | −2,000 | 25.50 | SEC filing |
| 2026-02-03 | Duncan David R · Director | Common Stock | S — Open market or private sale | −3,626 | 25.61 | SEC filing |
| 2026-01-28 | Duncan David R · Director | Common Stock | S — Open market or private sale | −1,994 | 24.95 | SEC filing |
Showing 8 of 12 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-03 | Caponi Julie A · Director | Common Stock | A — Grant, award, or other acquisition | +974 | SEC filing |
| 2026-06-03 | Gart Thomas A · Director | Common Stock | A — Grant, award, or other acquisition | +974 | SEC filing |
| 2026-06-03 | Mitchell Scott C · Director | Common Stock | A — Grant, award, or other acquisition | +974 | SEC filing |
| 2026-06-03 | Duncan David R · Director | Common Stock | A — Grant, award, or other acquisition | +974 | SEC filing |
| 2026-06-03 | Smith Mark L · Director | Common Stock | A — Grant, award, or other acquisition | +974 | SEC filing |
| 2026-06-03 | Hamill Patrick H · Director | Common Stock | A — Grant, award, or other acquisition | +974 | SEC filing |
| 2026-06-03 | Latimer Luke A · Director | Common Stock | A — Grant, award, or other acquisition | +974 | SEC filing |
| 2026-06-03 | Zimlich Joseph C. · Director | Common Stock | A — Grant, award, or other acquisition | +974 | SEC filing |
Showing 8 of 30 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.