First Western Financial Inc- 詳細介紹、公司背景、業務範圍、財務數據以及市場表現

關於 First Western Financial Inc 公司

First Western Financial, Inc. 是一家金融服務控股公司，業務遍及科羅拉多州、亞利桑那州、懷俄明州、加利福尼亞州和蒙大拿州。該公司及其子公司在私人信託銀行平臺上提供全套財富管理服務。該公司通過精品私人信託銀行辦事處、貸款生產辦事處和信託辦事處的品牌網絡提供服務。該公司通過兩個部門運營：財富管理和抵押貸款。其財富管理部門包括與公司完全一體化的財富管理產品和服務相關的業務。提供的服務包括存款、貸款、保險以及信託和投資管理諮詢產品和服務。其抵押貸款部門包括與公司住宅抵押貸款服務產品相關的業務。其抵押貸款部門提供的服務包括在二級市場上招攬、發放和出售抵押貸款。

公司簡介

公司代碼MYFW

公司名稱First Western Financial Inc

上市日期Jul 19, 2018

CEOMr. Scott C. Wylie

員工數量321

證券類型Ordinary Share

年結日Jul 19

公司地址1900 Sixteenth St, #1200

城市DENVER

上市交易所NASDAQ Global Select Consolidated

國家United States of America

郵編80202

電話13035318100

網址https://myfw.gcs-web.com/

公司代碼MYFW

上市日期Jul 19, 2018

CEOMr. Scott C. Wylie

公司高階主管

名稱

名稱/職務

職務

持股

持股變動

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%

名稱

名稱/職務

職務

持股

持股變動

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%

收入明細

暫無數據

暫無數據

業務

地區

暫無數據

股東統計

更新時間: 8月15日週五

持股股東

股東類型

持股股東

佔比

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%

持股股東

佔比

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%

股東類型

持股股東

佔比

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%

機構持股

更新時間: 7月1日週二

報告期間

機構數

持股數

持股佔比

持股變動

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

股東持股明細

名稱

持股數

佔比

持股變動

變動比例

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

更新時間: 9月6日週六

機構名稱

佔比

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

佔比0.28%

First Trust NASDAQ ABA Community Bank Index Fund

佔比0.11%

iShares Micro-Cap ETF

佔比0.04%

iShares Russell 2000 ETF

佔比0.01%

iShares Russell 2000 Value ETF

佔比0.01%

Global X Russell 2000 ETF

佔比0.01%

DFA Dimensional US Small Cap Value ETF

佔比0.01%

Avantis US Small Cap Equity ETF

佔比0.01%

Invesco Russell 2000 Dynamic Multifactor ETF

佔比0.01%

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

佔比0%

分紅派息

近5年累計派現 0.00 美元

公告日期

分紅計劃

股權登記日

現金發放日

除權除息日

暫無數據

拆合股

公告日期

類型

比率

暫無數據

公告日期

類型

比率

暫無數據

First Western Financial Inc

23.280USD

First Western Financial Inc

23.280

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