First Western Financial Inc
MYFW26.170USD
+0.050+0.19%
Close 12/22, 16:00（ET）Quotes delayed by 15 min
254.23MMarket Cap
20.11P/E TTM
More Details of First Western Financial Inc Company
First Western Financial, Inc. is a financial holding company. The Company provides a fully integrated suite of wealth management services on its private trust bank platform, which includes a comprehensive selection of deposit, loan, trust, wealth planning and investment management products and services. It offers services through a branded network of boutique private trust bank offices, which are located in Colorado, Arizona, Wyoming, Montana, and California. The Company’s segments consist of 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, including soliciting, originating, and selling mortgage loans on the secondary market.
First Western Financial Inc Info
Ticker SymbolMYFW
Company nameFirst Western Financial Inc
IPO dateJul 19, 2018
CEOWylie (Scott C)
Number of employees321
Security typeOrdinary Share
Fiscal year-endJul 19
Address1900 Sixteenth St, #1200
CityDENVER
Stock exchangeNASDAQ OMX - NASDAQ BASIC
CountryUnited States of America
Postal code80202
Phone13035318100
Websitehttps://myfw.gcs-web.com/
Ticker SymbolMYFW
IPO dateJul 19, 2018
CEOWylie (Scott C)
Company Executives of First Western Financial Inc
Name
Name/Position
Position
Shareholding
Change
Mr. Scott C. Wylie
Mr. Scott C. Wylie
Chairman of the Board, President, Chief Executive Officer of the Company and the Bank
Chairman of the Board, President, Chief Executive Officer of the Company and the Bank
732.13K
-0.14%
Mr. Joseph C. Zimlich
Mr. Joseph C. Zimlich
Lead Independent Director
Lead Independent Director
237.21K
+0.51%
Mr. Patrick H. Hamill
Mr. Patrick H. Hamill
Independent Director
Independent Director
161.62K
+0.75%
Mr. Thomas A. (Tom) Gart
Mr. Thomas A. (Tom) Gart
Independent Director
Independent Director
94.79K
+1.28%
Mr. David R. Duncan
Mr. David R. Duncan
Independent Director
Independent Director
57.74K
+2.12%
Mr. Luke A. Latimer
Mr. Luke A. Latimer
Independent Director
Independent Director
53.88K
+2.28%
Mr. Mark L. Smith
Mr. Mark L. Smith
Independent Director
Independent Director
49.96K
+2.46%
Ms. Julie A. Courkamp
Ms. Julie A. Courkamp
Chief Operating Officer, Director and President of First Western Trust Bank
Chief Operating Officer, Director and President of First Western Trust Bank
42.88K
+6.18%
Ms. Julie A. Caponi
Ms. Julie A. Caponi
Independent Director
Independent Director
19.96K
+6.40%
Mr. Matthew C. Cassell
Mr. Matthew C. Cassell
Chief Banking Officer
Chief Banking Officer
9.34K
-9.71%
View more
Name
Name/Position
Position
Shareholding
Change
Mr. Scott C. Wylie
Mr. Scott C. Wylie
Chairman of the Board, President, Chief Executive Officer of the Company and the Bank
Chairman of the Board, President, Chief Executive Officer of the Company and the Bank
732.13K
-0.14%
Mr. Joseph C. Zimlich
Mr. Joseph C. Zimlich
Lead Independent Director
Lead Independent Director
237.21K
+0.51%
Mr. Patrick H. Hamill
Mr. Patrick H. Hamill
Independent Director
Independent Director
161.62K
+0.75%
Mr. Thomas A. (Tom) Gart
Mr. Thomas A. (Tom) Gart
Independent Director
Independent Director
94.79K
+1.28%
Mr. David R. Duncan
Mr. David R. Duncan
Independent Director
Independent Director
57.74K
+2.12%
Mr. Luke A. Latimer
Mr. Luke A. Latimer
Independent Director
Independent Director
53.88K
+2.28%
Revenue Breakdown
Relevant data have not been disclosed by the company yet.
Relevant data have not been disclosed by the company yet.
By Business
By Region
Relevant data have not been disclosed by the company yet.
Shareholding Stats
Updated: Sun, Nov 16
Updated: Sun, Nov 16
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Wylie (Scott C)
7.54%
North Reef Capital Management LP
6.36%
BlackRock Institutional Trust Company, N.A.
4.60%
The Vanguard Group, Inc.
4.40%
1st & Main Growth Partners
4.27%
Other
72.83%
Shareholders
Shareholders
Proportion
Wylie (Scott C)
7.54%
North Reef Capital Management LP
6.36%
BlackRock Institutional Trust Company, N.A.
4.60%
The Vanguard Group, Inc.
4.40%
1st & Main Growth Partners
4.27%
Other
72.83%
Shareholder Types
Shareholders
Proportion
Investment Advisor
25.54%
Investment Advisor/Hedge Fund
25.22%
Individual Investor
15.40%
Hedge Fund
14.61%
Research Firm
0.87%
Pension Fund
0.28%
Bank and Trust
0.10%
Insurance Company
0.03%
Other
17.95%
Institutional Shareholding
Updated: Wed, Oct 1
Updated: Wed, Oct 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q3
156
6.54M
67.32%
-574.03K
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
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
Wylie (Scott C)
733.14K
7.54%
-5.00K
-0.68%
Sep 11, 2025
North Reef Capital Management LP
545.72K
5.62%
+166.54K
+43.92%
Jun 30, 2025
BlackRock Institutional Trust Company, N.A.
459.68K
4.73%
-15.61K
-3.29%
Jun 30, 2025
The Vanguard Group, Inc.
433.45K
4.46%
+31.96K
+7.96%
Jun 30, 2025
1st & Main Growth Partners
490.52K
5.05%
-145.66K
-22.90%
Jun 30, 2025
Algebris (UK) Limited
285.42K
2.94%
+141.27K
+98.00%
Aug 31, 2025
Jacobs Asset Management, LLC
340.00K
3.5%
+14.82K
+4.56%
Jun 30, 2025
Punch & Associates Investment Management, Inc.
314.74K
3.24%
+104.26K
+49.54%
Jun 30, 2025
Mendon Capital Advisors Corp.
280.52K
2.89%
+23.32K
+9.07%
Jun 30, 2025
Dimensional Fund Advisors, L.P.
237.35K
2.44%
+36.03K
+17.89%
Jun 30, 2025
View more
Related ETFs
Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
First Trust Dow Jones Select MicroCap Index Fund
0.27%
First Trust NASDAQ ABA Community Bank Index Fund
0.1%
iShares Micro-Cap ETF
0.04%
iShares Russell 2000 ETF
0.01%
iShares Russell 2000 Value ETF
0.01%
Global X Russell 2000 ETF
0.01%
DFA Dimensional US Small Cap Value ETF
0.01%
Avantis US Small Cap Equity ETF
0.01%
Invesco Russell 2000 Dynamic Multifactor ETF
0.01%
ProShares UltraPro Russell2000
0.01%
View more
First Trust Dow Jones Select MicroCap Index Fund
Proportion0.27%
First Trust NASDAQ ABA Community Bank Index Fund
Proportion0.1%
iShares Micro-Cap ETF
Proportion0.04%
iShares Russell 2000 ETF
Proportion0.01%
iShares Russell 2000 Value ETF
Proportion0.01%
Global X Russell 2000 ETF
Proportion0.01%
DFA Dimensional US Small Cap Value ETF
Proportion0.01%
Avantis US Small Cap Equity ETF
Proportion0.01%
Invesco Russell 2000 Dynamic Multifactor ETF
Proportion0.01%
ProShares UltraPro Russell2000
Proportion0.01%
Dividend
A total of
0.00
USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
No Data
Stock Split
Date
Type
Ratio
No Data
Date
Type
Ratio
No Data
FAQs
Who are the top five shareholders of First Western Financial Inc?
The top five shareholders of First Western Financial Inc are:
Wylie (Scott C) holds 733.14K shares, accounting for 7.54% of the total shares.
North Reef Capital Management LP holds 545.72K shares, accounting for 5.62% of the total shares.
BlackRock Institutional Trust Company, N.A. holds 459.68K shares, accounting for 4.73% of the total shares.
The Vanguard Group, Inc. holds 433.45K shares, accounting for 4.46% of the total shares.
1st & Main Growth Partners holds 490.52K shares, accounting for 5.05% of the total shares.
Wylie (Scott C) holds 733.14K shares, accounting for 7.54% of the total shares.
North Reef Capital Management LP holds 545.72K shares, accounting for 5.62% of the total shares.
BlackRock Institutional Trust Company, N.A. holds 459.68K shares, accounting for 4.73% of the total shares.
The Vanguard Group, Inc. holds 433.45K shares, accounting for 4.46% of the total shares.
1st & Main Growth Partners holds 490.52K shares, accounting for 5.05% of the total shares.
What are the top three shareholder types of First Western Financial Inc?
The top three shareholder types of First Western Financial Inc are:
Wylie (Scott C)
North Reef Capital Management LP
BlackRock Institutional Trust Company, N.A.
Wylie (Scott C)
North Reef Capital Management LP
BlackRock Institutional Trust Company, N.A.
How many institutions hold shares of First Western Financial Inc (MYFW)?
As of 2025Q3, 156 institutions hold shares of First Western Financial Inc, with a combined market value of approximately 6.54M, accounting for 67.32% of the total shares. Compared to 2025Q2, institutional shareholding has increased by -10.34%.
What is the biggest source of revenue for First Western Financial Inc?
In --, the -- business generated the highest revenue for First Western Financial Inc, amounting to -- and accounting for --% of total revenue.
