MYFW
First Western Financial Inc
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
First Western Financial Inc
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Largest filed tie
0
filed ties
First Western Financial, Inc., a financial holding company, provides wealth management, private banking, personal trust, investment management, mortgage lending, and institutional asset management services. The company operates through two segments: Wealth Management and Mortgage. The Wealth Management segment provides deposit, loan, insurance, and trust and investment management advisory products and services. The Mortgage segment engages in soliciting, originating, and selling mortgage loans into the secondary market. It serves entrepreneurs, professionals, high-net worth individuals or families, and philanthropic and business organizations. The company operates 18 profit centers, including 14 boutique private trust bank offices with 2 locations in Arizona, 9 locations in Colorado, and 3 location in Wyoming; 2 loan production offices with 1 location in Ft. Collins, Colorado, and 1 location in Greenwood Village, Colorado; and 2 trust offices with 1 location in Laramie, Wyoming, and 1 location in Century City, California. First Western Financial, Inc. was incorporated in 2002 and is headquartered in Denver, Colorado.
First Western Financial, Inc., a financial holding company, provides wealth management, private banking, personal trust, investment management, mortgage lending, and institutional asset management services. The company operates through two segments: Wealth Management and Mortgage. The Wealth Management segment provides deposit, loan, insurance, and trust and investment management advisory products and services. The Mortgage segment engages in soliciting, originating, and selling mortgage loans into the secondary market. It serves entrepreneurs, professionals, high-net worth individuals or families, and philanthropic and business organizations. The company operates 18 profit centers, including 14 boutique private trust bank offices with 2 locations in Arizona, 9 locations in Colorado, and 3 location in Wyoming; 2 loan production offices with 1 location in Ft. Collins, Colorado, and 1 location in Greenwood Village, Colorado; and 2 trust offices with 1 location in Laramie, Wyoming, and 1 location in Century City, California. First Western Financial, Inc. was incorporated in 2002 and is headquartered in Denver, Colorado.
No other changes.
No other changes.
Annual filing, covered
10-K parsed · Feb 27 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Feb 27 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
No thesis.
Same SIC code · 6
Same SEC industry code: Bank of New York Mellon Corp, Fifth Third Bancorp, State Street Corp and 3 more; of First Western Financial Inc's 6 closest co-movers, none share that code.
Same SIC code · 6
Same SEC industry code: Bank of New York Mellon Corp, Fifth Third Bancorp, State Street Corp and 3 more; of First Western Financial Inc's 6 closest co-movers, none share that code.
First Western Financial Inc
29.85
−1.15 · −3.70%
post 31.48 +5.45%
Tall tick = annual report · Source: EDGAR
| Manager | Value | % base | |
|---|---|---|---|
| Wellington | $24.0M | 11.11% | +43.58% |
| North Reef | $23.8M | 11.05% | +3.63% |
| BlackRockindex-like | $17.4M | 8.07% | +9.34% |
| Vanguardindex-like | $11.4M | 5.26% | −0.09% |
| Banc Funds | $11.0M | 5.09% | −1.72% |
| Manager | Value | % base | |
|---|---|---|---|
| Wellington | $24.0M | 11.11% | +43.58% |
| North Reef | $23.8M | 11.05% | +3.63% |
| BlackRockindex-like | $17.4M | 8.07% | +9.34% |
| Vanguardindex-like | $11.4M | 5.26% | −0.09% |
| Banc Funds | $11.0M | 5.09% | −1.72% |
Bull2
Bear1
Expected move
No implied move.