MYFW Smart Money
First Western Financial, Inc.
1W: +3.6%
1M: +1.7%
3M: -1.1%
YTD: +16.4%
1Y: +39.1%
3Y: +101.6%
5Y: +6.8%
$31.03
+0.72 (+2.38%)
Pre-Market: $32.95 (+1.92, +6.19%)
Weekly Expected Move ±2.8%
$28
$29
$30
$31
$32
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026109
Institutions Holding
+8 vs prior
69.1%
Ownership
+16.38%
17
New
38
Increased
34
Reduced
4
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-08-31 | Wylie Scott C | officer: chairman, ceo and president | S-Sale | 10,000 | $30.55 | $306K | Filing |
| 2026-06-03 | Zimlich Joseph C. | director | A-Grant/Award | 974 | $— | $0 | Filing |
| 2026-06-03 | Caponi Julie A | director | A-Grant/Award | 974 | $— | $0 | Filing |
| 2026-06-03 | Duncan David R | director | A-Grant/Award | 974 | $— | $0 | Filing |
| 2026-06-03 | Gart Thomas A | director | A-Grant/Award | 974 | $— | $0 | Filing |
| 2026-06-03 | Hamill Patrick H | director | A-Grant/Award | 974 | $— | $0 | Filing |
| 2026-06-03 | Latimer Luke A | director | A-Grant/Award | 974 | $— | $0 | Filing |
| 2026-06-03 | Mitchell Scott C | director | A-Grant/Award | 974 | $— | $0 | Filing |
| 2026-06-03 | Robinson Ellen S. | director | A-Grant/Award | 974 | $— | $0 | Filing |
| 2026-06-03 | Smith Mark L | director | A-Grant/Award | 974 | $— | $0 | Filing |
| 2026-05-22 | Wylie Scott C | officer: chairman, ceo and president | S-Sale | 6,417 | $28.31 | $182K | Filing |
| 2026-05-20 | Wylie Scott C | officer: chairman, ceo and president | S-Sale | 1,083 | $28.52 | $31K | Filing |
| 2026-05-05 | Wylie Scott C | officer: chairman, ceo and president | S-Sale | 7,500 | $28.70 | $215K | Filing |
| 2026-05-04 | Cassell Matthew C. | officer: chief revenue officer | F-Tax Withholding | 36 | $28.55 | $1K | Filing |
| 2026-05-04 | Courkamp Julie A | officer: chief operating officer | F-Tax Withholding | 417 | $28.55 | $12K | Filing |
| 2026-05-04 | Weber David R. | officer: chief financial officer | F-Tax Withholding | 102 | $28.55 | $3K | Filing |
| 2026-05-04 | Wylie Scott C | officer: chairman, ceo and president | F-Tax Withholding | 1,440 | $28.55 | $41K | Filing |
| 2026-05-01 | Weber David R. | officer: chief financial officer | F-Tax Withholding | 240 | $28.55 | $7K | Filing |
| 2026-05-01 | Weber David R. | officer: chief financial officer | A-Grant/Award | 668 | $— | $0 | Filing |
| 2026-05-01 | Wylie Scott C | officer: chairman, ceo and president | A-Grant/Award | 7,005 | $— | $0 | Filing |
| 2026-05-01 | Wylie Scott C | officer: chairman, ceo and president | F-Tax Withholding | 1,907 | $28.55 | $54K | Filing |
| 2026-05-01 | Courkamp Julie A | officer: chief operating officer | F-Tax Withholding | 1,072 | $28.55 | $31K | Filing |
| 2026-05-01 | Cassell Matthew C. | officer: chief revenue officer | A-Grant/Award | 862 | $— | $0 | Filing |
| 2026-05-01 | Cassell Matthew C. | officer: chief revenue officer | F-Tax Withholding | 388 | $28.55 | $11K | Filing |
| 2026-05-01 | Courkamp Julie A | officer: chief operating officer | A-Grant/Award | 3,940 | $— | $0 | Filing |
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 747,096 | $24M | +226,767 | 2026-06-30 | Filing |
| North Reef Capital Management LP | 742,630 | $24M | +26,021 | 2026-06-30 | Filing |
| BlackRock, Inc. | 542,706 | $17M | +46,345 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 353,519 | $11M | -310 | 2026-06-30 | Filing |
| BANC FUNDS CO LLC | 342,404 | $11M | -6,000 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 285,909 | $9M | +24,175 | 2026-06-30 | Filing |
| ALGEBRIS (UK) LTD | 259,090 | $8M | -84,959 | 2026-06-30 | Filing |
| MENDON CAPITAL ADVISORS CORP | 215,815 | $7M | -37,521 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 201,866 | $6M | +22,824 | 2026-06-30 | Filing |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT | 195,000 | $6M | -53,195 | 2026-06-30 | Filing |
| Curi Capital, LLC | 190,422 | $6M | -6,634 | 2026-06-30 | Filing |
| Tieton Capital Management, LLC | 187,274 | $6M | -2,820 | 2026-06-30 | Filing |
| Diamond Hill Capital Management, LLC (In | 170,824 | $5M | +10,992 | 2026-06-30 | Filing |
| JACOBS ASSET MANAGEMENT, LLC | 140,000 | $4M | -117,819 | 2026-06-30 | Filing |
| STATE STREET CORP | 139,551 | $4M | +10,232 | 2026-06-30 | Filing |
| ALLIANCEBERNSTEIN L.P. | 176,866 | $4M | -30,063 | 2026-06-30 | Filing |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 123,858 | $4M | -7,300 | 2026-06-30 | Filing |
| First Western Trust Bank | 92,241 | $3M | -5,990 | 2026-06-30 | Filing |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 80,940 | $3M | -2,910 | 2026-06-30 | Filing |
| Brevan Howard Capital Management LP | 75,000 | $2M | -25,000 | 2026-06-30 | Filing |