First Western Financial Inc

詳細情報 First Western Financial Inc 企業名

First Western Financial, Inc. is a financial service holding company with operations in Colorado, Arizona, Wyoming, California, and Montana. The Company and its subsidiaries provide a fully integrated suite of wealth management services on a private trust bank platform. The Company offers its services through a branded network of boutique private trust bank offices, loan production offices and trust offices. The Company operates through two segments: Wealth Management and Mortgage. Its Wealth Management segment consists of operations relating to the Company’s fully integrated wealth management products and services. Services provided include deposit, loan, insurance, and trust and investment management advisory products and services. Its Mortgage segment consists of operations relating to the Company’s residential mortgage service offerings. Services provided by its mortgage segment include soliciting, originating, and selling mortgage loans on the secondary market.

企業情報

企業コードMYFW

会社名First Western Financial Inc

上場日Jul 19, 2018

最高経営責任者「CEO」Mr. Scott C. Wylie

従業員数321

証券種類Ordinary Share

決算期末Jul 19

本社所在地1900 Sixteenth St, #1200

都市DENVER

証券取引所NASDAQ Global Select Consolidated

国United States of America

郵便番号80202

電話番号13035318100

ウェブサイトhttps://myfw.gcs-web.com/

企業コードMYFW

上場日Jul 19, 2018

最高経営責任者「CEO」Mr. Scott C. Wylie

役員一覧

会社名

会社名/ポジション

ポジション

株式保有

変動額

Mr. Scott C. Wylie

Chairman of the Board, President, Chief Executive Officer of the Company and the Bank

733.14K

-0.68%

Mr. Joseph C. Zimlich

Lead Independent Director

237.21K

+0.51%

Mr. Patrick H. Hamill

Independent Director

161.62K

+0.75%

Mr. Thomas A. (Tom) Gart

Independent Director

94.79K

+1.28%

Mr. David R. Duncan

Independent Director

57.74K

+2.12%

Mr. Luke A. Latimer

Independent Director

53.88K

+2.28%

Mr. Mark L. Smith

Independent Director

49.96K

+2.46%

Ms. Julie A. Courkamp

Chief Operating Officer, Director and President of First Western Trust Bank

40.38K

+10.74%

Ms. Julie A. Caponi

Independent Director

19.96K

+6.40%

Mr. Matthew C. Cassell

Chief Banking Officer

9.34K

-9.71%

詳細を見る

会社名

会社名/ポジション

ポジション

株式保有

変動額

Mr. Scott C. Wylie

Chairman of the Board, President, Chief Executive Officer of the Company and the Bank

733.14K

-0.68%

Mr. Joseph C. Zimlich

Lead Independent Director

237.21K

+0.51%

Mr. Patrick H. Hamill

Independent Director

161.62K

+0.75%

Mr. Thomas A. (Tom) Gart

Independent Director

94.79K

+1.28%

Mr. David R. Duncan

Independent Director

57.74K

+2.12%

Mr. Luke A. Latimer

Independent Director

53.88K

+2.28%

収益内訳

データなし

データなし

事業別

地域別

データなし

株主

更新時刻: Fri, Aug 15

株主統計

種類

株主統計

比率

Wylie (Scott C)

7.54%

North Reef Capital Management LP

5.62%

1st & Main Growth Partners

5.05%

BlackRock Institutional Trust Company, N.A.

4.73%

The Vanguard Group, Inc.

4.46%

他の

72.60%

株主統計

比率

Wylie (Scott C)

7.54%

North Reef Capital Management LP

5.62%

1st & Main Growth Partners

5.05%

BlackRock Institutional Trust Company, N.A.

4.73%

The Vanguard Group, Inc.

4.46%

他の

72.60%

種類

株主統計

比率

Investment Advisor

24.63%

Investment Advisor/Hedge Fund

24.59%

Individual Investor

15.43%

Hedge Fund

15.04%

Research Firm

0.95%

Pension Fund

0.27%

Bank and Trust

0.10%

Insurance Company

0.03%

他の

18.97%

機関投資家保有株

更新時刻: Tue, Jul 1

報告期間

機関投資家数

保有株式数

比率

変動額

2025Q2

164

7.55M

77.65%

-570.24K

2025Q1

166

7.64M

78.71%

-714.49K

2024Q4

167

7.67M

79.33%

+28.19K

2024Q3

166

7.33M

75.88%

-420.67K

2024Q2

163

7.27M

75.26%

-692.48K

2024Q1

166

7.19M

74.78%

-617.54K

2023Q4

167

7.13M

74.43%

-525.56K

2023Q3

164

7.09M

74.31%

-423.33K

2023Q2

166

6.88M

72.24%

-368.45K

2023Q1

169

6.68M

70.41%

-545.07K

詳細を見る

株主動向

会社名

保有株式数

比率

変動額

変動率

日付

Wylie (Scott C)

738.14K

7.6%

-5.00K

-0.67%

Jun 09, 2025

North Reef Capital Management LP

379.18K

3.9%

+66.75K

+21.37%

Mar 31, 2025

1st & Main Growth Partners

636.18K

6.55%

--

Mar 31, 2025

BlackRock Institutional Trust Company, N.A.

475.30K

4.89%

-17.65K

-3.58%

Mar 31, 2025

The Vanguard Group, Inc.

401.49K

4.13%

-1.90K

-0.47%

Mar 31, 2025

AllianceBernstein L.P.

369.56K

3.8%

+14.99K

+4.23%

Mar 31, 2025

Jacobs Asset Management, LLC

325.18K

3.35%

+13.05K

+4.18%

Mar 31, 2025

Punch & Associates Investment Management, Inc.

210.47K

2.17%

-145.00K

-40.79%

Mar 31, 2025

Mendon Capital Advisors Corp.

257.21K

2.65%

-391.00

-0.15%

Mar 31, 2025

Dimensional Fund Advisors, L.P.

201.32K

2.07%

+8.64K

+4.48%

Mar 31, 2025

詳細を見る

23.280USD

First Western Financial Inc

23.280

概要

企業名

金融

分析