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MYFW · NASDAQ · Banks - Regional

First Western Financial (MYFW)

Combines wealth management, private banking, trust services, lending, and mortgages for affluent clients.

$31.41

Pre-market+0.35 (+1.13%)

At close$31.06(+2.07%)

Watchlist

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Breakdown13F · 13D/G · Form 4

Institutions106 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail	≈ 69.12%	6.75M shares
Insiders14 holders · as of Sep 2, 2026	13.28%	1.30M shares
Otherremainder	≈ 17.60%	1.72M shares

9.77M company shares as of Sep 3, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

Top shareholders13F · 13D/G · Form 4

Holder	Stake	Shares	Evidence
Scott C. Wylie¹Insiderdirector, officer: CHAIRMAN, CEO AND PRESIDENT	8.06%	832,712	13G/Afiled Sep 2, 2026 ↗
Wellington Management Group LLPInstitution	7.65%	747,096	13Fas of Jun 30, 2026
North Reef Capital Management LPInstitution	7.60%	742,630	13Fas of Jun 30, 2026
BlackRock, Inc.Institution	5.56%	542,706	13Fas of Jun 30, 2026
Kennedy Capital Management, Inc.Institution	3.75%	365,765	13D/Gfiled Feb 14, 2022 ↗
Vanguard Capital Management LLCInstitution	3.62%	353,519	13Fas of Jun 30, 2026
Banc Funds Co LLCInstitution	3.51%	342,404	13Fas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution	2.93%	285,909	13Fas of Jun 30, 2026
Algebris (UK) LtdInstitution	2.65%	259,090	13Fas of Jun 30, 2026
Mendon Capital Advisors CorpInstitution	2.21%	215,815	13Fas of Jun 30, 2026
Geode Capital Management, LLCInstitution	2.07%	201,866	13Fas of Jun 30, 2026
Punch & Associates Investment Management, Inc.Institution	2.00%	195,000	13Fas of Jun 30, 2026
RMB Capital Management, LLCInstitution	1.95%	190,422	13Fas of Jun 30, 2026
Tieton Capital Management, LLCInstitution	1.92%	187,274	13Fas of Jun 30, 2026
AllianceBernstein L.P.Institution	1.81%	176,866	13Fas of Jun 30, 2026
Diamond Hill Capital Management IncInstitution	1.75%	170,824	13Fas of Jun 30, 2026
Patrick H. HamillInsiderdirector	1.69%	165,229	Form 4filed Jun 5, 2026 ↗
Jacobs Asset Management, LLCInstitution	1.43%	140,000	13Fas of Jun 30, 2026
State Street CorpInstitution	1.43%	139,551	13Fas of Jun 30, 2026
Acadian Asset Management LLCInstitution	1.38%	134,662	13Fas of Jun 30, 2026
Hotchkis & Wiley Capital Management LLCInstitution	1.27%	123,858	13Fas of Jun 30, 2026
First Western Trust BankInstitution	0.94%	92,241	13Fas of Jun 30, 2026
Bridgeway Capital Management, LLCInstitution	0.83%	80,940	13Fas of Jun 30, 2026
Brevan Howard Capital Management LPInstitution	0.77%	75,000	13Fas of Jun 30, 2026
Northern Trust CorpInstitution	0.68%	66,764	13Fas of Jun 30, 2026

Scott C. Wylie's transaction reports restate only vehicles that traded; the 2022 ownership statement (832.7K) less the 45.5K net shares sold since is used instead.

13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more · Form 4 — an insider's transaction report

Institutions13F, as of Jun 30, 2026

106 holders · 6.75M shares · 17 new positions · 56 increased · 29 reduced · 6 closed

Holder	Shares	% outstanding	Chg q/q	Filed
Wellington Management Group LLP	747.1K	7.65%	+226.8K	Aug 14, 2026
North Reef Capital Management LP	742.6K	7.60%	+26.0K	Aug 14, 2026
BlackRock, Inc.	542.7K	5.56%	+46.3K	Aug 7, 2026
Vanguard Capital Management LLC	353.5K	3.62%	−310	Aug 13, 2026
Banc Funds Co LLC	342.4K	3.51%	−6.0K	Aug 13, 2026
Dimensional Fund Advisors LP	285.9K	2.93%	+24.2K	Aug 11, 2026
Algebris (UK) Ltd	259.1K	2.65%	−85.0K	Aug 11, 2026
Mendon Capital Advisors Corp	215.8K	2.21%	−37.5K	Aug 11, 2026

Ownership statements13D/G · 5% or more, as filed

Holder	% of class	Shares	Form	Filed
North Reef Capital Management LP	7.06%	685.9K	13G	Feb 17, 2026 ↗
Wellington Management Group LLP	5.30%	520.3K	13G	May 15, 2026 ↗

Insider tradesForm 4

Latest trades

Date	Insider	Type	Shares	Avg price	Owned after
Aug 31, 2026	Scott C. Wyliedirector, officer: CHAIRMAN, CEO AND PRESIDENT	Sale	10,000	$30.55	740,312
May 22, 2026	Scott C. Wyliedirector, officer: CHAIRMAN, CEO AND PRESIDENT	Sale	6,417	$28.31	750,312
May 20, 2026	Scott C. Wyliedirector, officer: CHAIRMAN, CEO AND PRESIDENT	Sale	1,083	$28.52	756,729
May 5, 2026	Scott C. Wyliedirector, officer: CHAIRMAN, CEO AND PRESIDENT	Sale	7,500	$28.70	757,812
Feb 4, 2026	Scott C. Mitchelldirector	Sale	915	$26.00	4,508
Jan 26, 2026	Scott C. Mitchelldirector	Sale · 6 lots	3,178	$23.96	5,423
Feb 3, 2026	David R. Duncandirector	Sale · 3 lots	8,626	$25.56	0
Jan 28, 2026	David R. Duncandirector	Sale · 2 lots	3,668	$24.95	0
Jan 27, 2026	David R. Duncandirector	Sale · 2 lots	4,406	$25.11	1,674
Dec 16, 2025	Luke A. Latimerdirector	Sale	1,646	$25.78	56,573

CongressHouse and Senate disclosures

Not reported.