First Western Financial Inc- 详细介绍、公司背景、业务范围、财务数据以及市场表现

关于 First Western Financial Inc 公司

First Western Financial, Inc. 是一家金融服务控股公司，业务遍及科罗拉多州、亚利桑那州、怀俄明州、加利福尼亚州和蒙大拿州。该公司及其子公司在私人信托银行平台上提供全套财富管理服务。该公司通过精品私人信托银行办事处、贷款生产办事处和信托办事处的品牌网络提供服务。该公司通过两个部门运营：财富管理和抵押贷款。其财富管理部门包括与公司完全一体化的财富管理产品和服务相关的业务。提供的服务包括存款、贷款、保险以及信托和投资管理咨询产品和服务。其抵押贷款部门包括与公司住宅抵押贷款服务产品相关的业务。其抵押贷款部门提供的服务包括在二级市场上招揽、发放和出售抵押贷款。

公司简介

公司代码MYFW

公司名称First Western Financial Inc

上市日期Jul 19, 2018

CEOMr. Scott C. Wylie

员工数量321

证券类型Ordinary Share

年结日Jul 19

公司地址1900 Sixteenth St, #1200

城市DENVER

上市交易所NASDAQ Global Select Consolidated

国家United States of America

邮编80202

电话13035318100

网址https://myfw.gcs-web.com/

公司代码MYFW

上市日期Jul 19, 2018

CEOMr. Scott C. Wylie

公司高管

名称

名称/职务

职务

持股

持股变动

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%

名称

名称/职务

职务

持股

持股变动

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%

收入明细

暂无数据

暂无数据

业务

地区

暂无数据

股东统计

更新时间: 8月15日周五

持股股东

股东类型

持股股东

占比

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%

其他

72.60%

持股股东

占比

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%

其他

72.60%

股东类型

持股股东

占比

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%

其他

18.97%

机构持股

更新时间: 7月1日周二

报告期

机构数

持股数

持股占比

持股变动

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

股东持股明细

名称

持股数

占比

持股变动

变动比例

公告日期

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

持股ETF

更新时间: 9月6日周六

机构名称

占比

First Trust Dow Jones Select MicroCap Index Fund

0.28%

First Trust NASDAQ ABA Community Bank Index Fund

0.11%

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%

iShares Core S&P Total U.S. Stock Market ETF

0%

First Trust Dow Jones Select MicroCap Index Fund

占比0.28%

First Trust NASDAQ ABA Community Bank Index Fund

占比0.11%

iShares Micro-Cap ETF

占比0.04%

iShares Russell 2000 ETF

占比0.01%

iShares Russell 2000 Value ETF

占比0.01%

Global X Russell 2000 ETF

占比0.01%

DFA Dimensional US Small Cap Value ETF

占比0.01%

Avantis US Small Cap Equity ETF

占比0.01%

Invesco Russell 2000 Dynamic Multifactor ETF

占比0.01%

iShares Core S&P Total U.S. Stock Market ETF

占比0%

分红派息

近5年累计派现 0.00 美元

公告日期

分红计划

股权登记日

现金发放日

除权除息日

暂无数据

拆合股

公告日期

类型

比率

暂无数据

公告日期

类型

比率

暂无数据

First Western Financial Inc

23.280USD

First Western Financial Inc

23.280

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