First Western Trust Bank

Bank

Position in MYFW — First Western Financial Inc

CIK 1513189 Denver, CO

Position in MYFW

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,961,858

+$547,341 QoQ

Shares Held

92,241

-6.1% QoQ

Ownership

0.945%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#19

of 103 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 33% Shared 0% None 67%

Financial Services · as of Jun 30, 2026

First Western Trust Bank holds $3,533,669 across 3 Banks - Regional names. MYFW ranks #1 (83.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MYFW	First Western Financial Inc This page	92,241	$2,961,858
2	NU	Nu Holdings Ltd.	27,039	$361,240
3	UMBF	Umb Financial Corp	1,475	$210,571

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,961,858	92,241	-6.1%	Shares	Other	2026-07-29
2026-03-31	$2,414,517	98,231	+7.4%	Shares	Other	2026-05-12
2025-12-31	$2,452,551	91,479	-16.5%	Shares	Other	2026-02-12
2025-09-30	$2,521,853	109,503	-2.8%	Shares	Other	2025-11-14
2025-06-30	$2,541,721	112,665	+0.4%	Shares	Other	2025-08-08
2025-03-31	$2,204,139	112,170	+0.4%	Shares	Other	2025-05-12
2024-12-31	$2,183,245	111,675	-7.1%	Shares	Other	2025-02-13
2024-09-30	$2,403,140	120,157	+6.2%	Shares	Other	2024-11-07
2024-06-30	$1,924,298	113,194	-6.5%	Shares	Other	2024-08-05
2024-03-31	$1,765,928	121,120	0.0%	Shares	Other	2024-05-16
2023-12-31	$2,401,809	121,120	-7.4%	Shares	Sole	2024-02-07
2023-09-30	$2,373,656	130,780	0.0%	Shares	Sole	2023-11-14
2023-06-30	$2,432,507	130,780	+3.2%	Shares	Sole	2023-08-11
2023-03-31	$2,510,084	126,772	0.0%	Shares	Sole	2023-05-15
2022-12-31	$3,568,631	126,772	-7.3%	Shares	Sole	2023-02-10
2022-09-30	$3,371,108	136,759	+4.7%	Shares	Sole	2022-11-09
2022-06-30	$3,549,952	130,561	-9.0%	Shares	Sole	2022-08-12
2022-03-31	$4,485,402	143,487	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.