First Western Financial Inc
Ownership
Ownership Structure
Who owns First Western Financial Inc (MYFW)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 79.8% of the shares are freely tradable; institutional investors hold 69.8%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Wellington Management Company LLP | 7.65 | 747,096 | +43.6 | 06/30/2026 |
| North Reef Capital Management LP | 7.34 | 716,609 | +4.5 | 03/31/2026 |
| BlackRock Inc | 5.08 | 496,361 | -1.5 | 03/31/2026 |
| Vanguard Capital Management, LLC | 3.62 | 353,829 | +0.0 | 03/31/2026 |
| Banc Funds Co LLC | 3.57 | 348,404 | +0.7 | 03/31/2026 |
| Dimensional Fund Advisors, Inc. | 2.93 | 285,909 | +9.2 | 06/30/2026 |
| Algebris Investment Management (UK) LLP | 2.65 | 259,090 | -24.7 | 06/30/2026 |
| Mendon Capital Advisors Corp | 2.21 | 215,815 | -14.8 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 2.66 | 259,432 | +0.0 | 07/31/2026 |
| iShares Russell 2000 ETF | 2.29 | 224,076 | -0.6 | 08/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT | 740,312 | 22,653,547 $ | Aug 31, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT | Sell | 10,000 | 30.55 | 305,500 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.