Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / COM
-
Number of holders
-
58
-
Total 13F shares, excl. options
-
5.1M
-
Shares change
-
+202K
-
Total reported value, excl. options
-
$94.9M
-
Value change
-
+$3.65M
-
Number of buys
-
26
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Number of sells
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-18
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Price
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$18.60
Significant Holders of First Western Financial Inc - COM (MYFW) as of Q2 2023
64 filings reported holding MYFW - First Western Financial Inc - COM as of Q2 2023.
First Western Financial Inc - COM (MYFW) has 58 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.1M shares
.
Largest 10 shareholders include BANC FUNDS CO LLC (758K shares), BlackRock Inc. (493K shares), North Reef Capital Management LP (453K shares), FJ Capital Management LLC (369K shares), VANGUARD GROUP INC (350K shares), ALLIANCEBERNSTEIN L.P. (324K shares), KENNEDY CAPITAL MANAGEMENT LLC (301K shares), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (264K shares), DIAMOND HILL CAPITAL MANAGEMENT INC (183K shares), and Tieton Capital Management, LLC (161K shares).
This table shows the top 58 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.