Biltmore Family Office, LLC
Family OfficePosition in MYFW — First Western Financial Inc
CIK 1731123
CHARLOTTE, NC
Position in MYFW
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,113,867
-$101,054 QoQ
Shares Held
45,316
0.0% QoQ
Ownership
0.466%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MYFW Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Biltmore Family Office, LLC holds $6,239,694 across 7 Banks - Regional names. MYFW ranks #2 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
16,458 | $3,424,745 | |
| 2 | MYFW |
First Western Financial Inc
This page
|
45,316 | $1,113,867 | |
| 3 | FITB |
Fifth Third Bancorp
|
9,528 | $442,670 | |
| 4 | TFC |
Truist Financial Corp
|
9,366 | $430,555 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
5,485 | $328,935 | |
| 6 | VLY |
Valley National Bancorp
|
23,029 | $282,796 | |
| 7 | SSB |
SouthState Bank Corp
|
2,336 | $216,126 |
All Filings in MYFW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,113,867 | 45,316 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,214,921 | 45,316 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,043,627 | 45,316 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,022,328 | 45,316 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $890,459 | 45,316 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $885,927 | 45,316 | Shares | Sole | 2025-02-12 | |
| 2023-12-31 | $898,616 | 45,316 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $822,485 | 45,316 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $842,877 | 45,316 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $897,256 | 45,316 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,275,645 | 45,316 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,117,039 | 45,316 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,232,142 | 45,316 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,416,578 | 45,316 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,375,793 | 45,316 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,307,366 | 45,316 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $491,910 | 19,000 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $475,190 | 19,000 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $371,830 | 19,000 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $246,050 | 19,000 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $270,750 | 19,000 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $268,660 | 19,000 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||