$MYFW

$31.03 +$0.72 (2.38%) Close

$MYFW Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 9.8M shares outstanding

Who owns MYFW?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 273.2%

BlackRock, Inc. 62.9% · T. Rowe Price Investment Management, Inc. 34.7%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

393

+32 vs last qtr

Net shares bought

+1.9M

by institutions in Q2 2026

New / sold out

63 / 31

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Invesco Ltd. +753.3K
Norges Bank NEW +449.0K

Biggest sellers in Q2 2026

Alyeska Investment Group, L.P. −400.9K
Freestone Grove Partners LP SOLD OUT −371.6K

Who is planning to sell?

Notices of proposed sale, last 12 months

$430K

2 notices from 1 person

Shares covered

15.0K

0.15% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Wylie Scott C Officer $430K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2017–FY2025

+76.0%

+7.32% a year

Each share's claim on the business

−43.2%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$2.17M vs $19M

over 9 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years70% 3–5 years16% 1–3 years7% Under 1 year7%

Quarterly turnover

9.4%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting MYFW on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	6.1M	62.89%	+193.3K (+3.2%)	≤2021	0.0%
Shares held by quarter Peak holding6.5M (Q4'24) Change over 8 quarters−61.1K Share of the company62.890% BlackRock, Inc.'s full portfolio →
TR T. Rowe Price Investment Management, Inc.	3.4M	34.68%	−7.1K (−0.2%)	2022	0.2%
Shares held by quarter Peak holding4.2M (Q4'25) Change over 8 quarters+109.6K Share of the company34.680% T. Rowe Price Investment Management, Inc.'s full portfolio →

BlackRock, Inc.

6.1M

% of company

62.89%

Change vs last qtr

+193.3K (+3.2%)

Held since

≤2021

T. Rowe Price Investment Management, Inc.

3.4M

% of company

34.68%

Change vs last qtr

−7.1K (−0.2%)

Held since

2022

28 more super investors behind a free account

See every manager holding First Western Financial Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting MYFW on Form N-PORT; together they hold 266.6% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$154M	1.5M	15.32%	0.12%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$151M	1.6M	16.82%	0.01%	June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$154M

% of company

15.32%

% of the fund

0.12%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$151M

% of company

16.82%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding First Western Financial Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
WS Wylie Scott C Insider	742.3K	7.60%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company7.600% Wylie Scott C's insider activity →
DD Duncan David R Insider	462.9K	4.74%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company4.740% Duncan David R's insider activity →

Wylie Scott C

Insider

742.3K

% of company

7.60%

Change vs last qtr

—

Held since

—

Duncan David R

Insider

462.9K

% of company

4.74%

Change vs last qtr

—

Held since

—

12 more holders behind a free account

See every insider and 5%+ holder of First Western Financial Inc.

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