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MYFW
First Western Financial, Inc.• Banking
Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
20
Partial Q3 2026
Total 13F value
$7.9M
Filed positions so far
New positions
2
This quarter
Sold positions
2
This quarter
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Rosenthal {-} Henry Capital Advisors, Inc. | $1.7M | 55.1K | 1.52% | Unchanged |
Cherry Creek Investment Advisors, Inc. | $1.5M | 49.9K | 0.57% | -3.9% |
Sippican Capital Advisors | $1.4M | 46.5K | 0.93% | Unchanged |
Biltmore Family Office, Llc | $1.4M | 45.3K | 0.18% | Unchanged |
Strs Ohio | $879K | 29.3K | 0.00% | +35.6% |
Wavvest Wealth Llc | $501K | 16.7K | 0.40% | New Position |
Elco Management Co., Llc | $342K | 11.4K | 0.16% | Unchanged |
Concurrent Investment Advisors, Llc | $281K | 9.4K | 0.00% | Unchanged |
State Of Alaska, Department Of Revenue | $20K | 696 | 0.00% | Unchanged |
Gamma Investing Llc | $6K | 203 | 0.00% | +82.9% |
Sterling Capital Management Llc | $5K | 171 | 0.00% | -2.3% |
Harbor Capital Advisors, Inc. | $5K | 167 | 0.00% | +2.5% |
Sjs Investment Consulting Inc. | $2K | 73 | 0.00% | +7200.0% |
Farther Finance Advisors, Llc | $2K | 66 | 0.00% | +312.5% |
Ifp Advisors, Inc | $2K | 54 | 0.00% | +17.4% |
Essential Partners Llc | $810 | 27 | 0.00% | Unchanged |
Root Financial Partners, Llc | $600 | 20 | 0.00% | New Position |
Versant Capital Management, Inc | $360 | 12 | 0.00% | Unchanged |
Nisa Investment Advisors, Llc | $300 | 10 | 0.00% | Unchanged |
True Wealth Design, Llc | $300 | 10 | 0.00% | +42.9% |