First Western Financial Inc

MYFWNASDAQ

$30.09+0.35 (+1.18%)as of Oct 2, 2026

Legend

Insider buy

Insider sell

Congress buy

Congress sell

Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.

Company share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size.

Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds bought vs sold

Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

Insider Buy
Insider Sell
Congress Buy
Congress Sell
Hedge funds bought vs sold
BuybackNo changeNet dilution

First Western Financial Inc price and activity chart data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+35.1%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
Date	Category	Person	Role	Action	Amount	Change in holding

Largest institutional holders

13F · Q2 2026

Fund	% of company held	Value	% of portfolio	Quarterly activity
Wellington Management Group LLP	7.65%	$24M	0.00%	Add 43.58%
North Reef Capital Management LP	7.60%	$23.8M	0.91%	Add 3.63%
BlackRock, Inc.	5.56%	$17.4M	0.00%	Not reported
Vanguard Capital Management LLC	3.62%	$11.4M	0.00%	Not reported
Banc Funds Co LLC	3.51%	$11M	1.82%	Reduce 1.72%
Dimensional Fund Advisors LP	2.93%	$9.18M	0.00%	Not reported
Algebris (Uk) Ltd	2.65%	$8.29M	0.55%	Reduce 24.69%
Mendon Capital Advisors Corp	2.21%	$6.93M	2.45%	Reduce 14.81%
Geode Capital Management, LLC	2.07%	$6.48M	0.00%	Not reported
Punch & Associates Investment Management, Inc.	2.00%	$6.26M	0.31%	Reduce 21.43%
Curi Capital, LLC	1.95%	$6.11M	0.09%	Reduce 3.37%
Alliancebernstein L.P.	1.81%	$4.35M	0.00%	Not reported
Diamond Hill Capital Management, LLC (Investment Advisor)	1.75%	$5.49M	0.04%	Add 6.88%
Jacobs Asset Management, LLC	1.43%	$4.5M	2.83%	Reduce 45.70%
State Street Corp	1.43%	$4.48M	0.00%	Not reported
Acadian Asset Management LLC	1.38%	$4.32M	0.01%	Not reported
Hotchkis & Wiley Capital Management LLC	1.27%	$3.98M	0.01%	Reduce 5.57%
First Western Trust Bank	0.94%	$2.96M	0.14%	Reduce 6.10%
Bridgeway Capital Management, LLC	0.83%	$2.6M	0.05%	Not reported
Brevan Howard Capital Management LP	0.77%	$2.41M	0.02%	Not reported
Northern Trust Corp	0.68%	$2.14M	0.00%	Not reported
Vanguard Portfolio Management LLC	0.60%	$1.87M	0.00%	Not reported
Renaissance Technologies LLC	0.59%	$1.84M	0.00%	Not reported
Qube Research & Technologies Ltd	0.58%	$1.82M	0.00%	Not reported
Vanguard Fiduciary Trust Co	0.54%	$1.69M	0.00%	Not reported
Cherry Creek Investment Advisors, Inc.	0.53%	$1.67M	0.66%	Not reported
Sei Investments Co	0.51%	$1.59M	0.00%	Not reported
Round Rock Advisors LLC	0.49%	$1.52M	0.20%	Not reported
Sippican Capital Advisors	0.48%	$1.49M	0.91%	Not reported
Biltmore Family Office, LLC	0.46%	$1.46M	0.19%	Not reported
Goldman Sachs Group Inc	0.38%	$1.2M	0.00%	Not reported
Trexquant Investment LP	0.35%	$1.1M	0.01%	Not reported
Empowered Funds, LLC	0.34%	$1.08M	0.01%	Reduce 7.98%
Boothbay Fund Management, LLC	0.34%	$1.06M	0.01%	Not reported
UBS Group AG	0.32%	$1.02M	0.00%	Not reported
SummerHaven Investment Management, LLC	0.32%	$1.01M	0.54%	Not reported
First Trust Advisors LP	0.30%	$931K	0.00%	Add 3.84%
AQR Capital Management LLC	0.29%	$915K	0.00%	Not reported
CM Wealth Advisors LLC	0.27%	$835K	0.15%	New Not reported
Morgan Stanley	0.26%	$818K	0.00%	Not reported
Raymond James Financial Inc	0.26%	$803K	0.00%	Not reported
Nuveen, LLC	0.25%	$779K	0.00%	Not reported
Charles Schwab Investment Management Inc	0.25%	$769K	0.00%	Not reported
Lido Advisors, LLC	0.24%	$741K	0.00%	Add 76.47%
Bank of New York Mellon Corp	0.23%	$736K	0.00%	Not reported
Two Sigma Investments, LP	0.23%	$730K	0.00%	Not reported
STRS Ohio	0.22%	$694K	0.00%	Not reported
American Century Companies Inc	0.19%	$608K	0.00%	Not reported
Ameriprise Financial Inc	0.18%	$566K	0.00%	Not reported
PMC FIG Opportunities LLC	0.17%	$548K	0.87%	Reduce 80.49%

50 of 98 holders

Activity score

Premium

100

WEAK

STRONG

Unlock

AI Activity Analysis

Premium

Coming soonAI reads of insider, institutional and company activity will appear here for Premium accounts.

Historical Activity Patterns

Premium

Historical Activity PatternsHistorical periods where multiple activity categories converged, with subsequent market performance shown for context.Unlock