MYFWNasdaqState Commercial Banks
First Western Financial Inc
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 31, 2026
$29.05−0.40 (-1.36%)
Close on Oct 19, 2026
- Market cap
- $289.03M
- P/E (TTM)
- 15.6
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
68.9%
7M of 10M shares
Institutional holders
104
15 new, 4 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 23 sales
Net sold $1.95M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Scott C. Wylie | 763,141 | 7.90% | 13G (passive) amendment | Dec 31, 2023 |
| Wellington Management Company LLP | 747,096 | 6.90% | 13G (passive) amendment | Jun 30, 2026 |
| James H. Hanna, III | 685,954 | 7.06% | 13G (passive) amendment | Dec 31, 2025 |
| BlackRock, Inc. | 534,458 | 5.60% | 13G (passive) | Dec 31, 2023 |
| Wellington Management Group LLP | 1,026,677 | 10.50% | 13G (passive) amendment | Jul 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MYFW | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Wellington Management Group Llp | 747,096 | 7.65% | $23.99M | +226,767 | 0.00% |
| North Reef Capital Management LP | 742,630 | 7.60% | $23.85M | +26,021 | 0.91% |
| BlackRock, Inc. | 542,706 | 5.56% | $17.43M | +46,345 | 0.00% |
| Vanguard Capital Management LLC | 353,519 | 3.62% | $11.35M | −310 | 0.00% |
| Banc Funds Co LLC | 342,404 | 3.51% | $10.99M | −6,000 | 1.82% |
| Dimensional Fund Advisors LP | 285,909 | 2.93% | $9.18M | +24,175 | 0.00% |
| Algebris (UK) Ltd | 259,090 | 2.65% | $8.29M | −84,959 | 0.55% |
| Mendon Capital Advisors Corp | 215,815 | 2.21% | $6.93M | −37,521 | 2.45% |
| Geode Capital Management, LLC | 201,866 | 2.07% | $6.48M | +22,824 | 0.00% |
| Punch & Associates Investment Management, Inc. | 195,000 | 2.00% | $6.26M | −53,195 | 0.31% |
| RMB Capital Management, LLC | 190,422 | 1.95% | $6.11M | −6,634 | 0.09% |
| Tieton Capital Management, LLC | 187,274 | 1.92% | $6.01K | −2,820 | 0.00% |
| Alliancebernstein L.P. | 176,866 | 1.81% | $4.35M | −30,063 | 0.00% |
| Diamond Hill Capital Management Inc | 170,824 | 1.75% | $5.49M | +10,992 | 0.04% |
| Jacobs Asset Management, LLC | 140,000 | 1.43% | $4.50M | −117,819 | 2.83% |
| State Street Corp | 139,551 | 1.43% | $4.48M | +10,232 | 0.00% |
| Acadian Asset Management LLC | 134,662 | 1.38% | $4.32K | +30,984 | 0.01% |
| Hotchkis & Wiley Capital Management LLC | 123,858 | 1.27% | $3.98M | −7,300 | 0.01% |
| First Western Trust Bank | 92,241 | 0.94% | $2.96M | −5,990 | 0.14% |
| Bridgeway Capital Management, LLC | 80,940 | 0.83% | $2.60M | −2,910 | 0.05% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 104 | 7M | 68.9% | 15 / 38 | 30 / 4 | 1M | 1M |
| Q1 2026 | 95 | 7M | 67.9% | 8 / 34 | 31 / 6 | 1M | 0M |
| Q4 2025 | 94 | 6M | 66.4% | 9 / 27 | 31 / 7 | 1M | 0M |
| Q3 2025 | 92 | 6M | 64.6% | 20 / 28 | 28 / 10 | 1M | 1M |
| Q2 2025 | 82 | 6M | 61.6% | 15 / 35 | 18 / 4 | 1M | 1M |
| Q1 2025 | 71 | 6M | 59.5% | 7 / 23 | 24 / 2 | 0M | 1M |
| Q4 2024 | 67 | 6M | 60.3% | 5 / 34 | 12 / 8 | 1M | 1M |
| Q3 2024 | 71 | 6M | 57.5% | 11 / 30 | 17 / 2 | 1M | 0M |
| Q2 2024 | 63 | 6M | 57.0% | 9 / 19 | 25 / 3 | 0M | 0M |
| Q1 2024 | 57 | 6M | 56.5% | 4 / 21 | 16 / 7 | 1M | 0M |
| Q4 2023 | 60 | 5M | 55.4% | 6 / 18 | 22 / 4 | 0M | 0M |
| Q3 2023 | 58 | 5M | 54.2% | 3 / 18 | 16 / 3 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MYFW | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 259,432 | 2.66% | $8.33M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 227,479 | 2.33% | $7.30M | 0.01% | Jun 30, 2026 |
| RMB Mendon Financial Services Fund | 190,000 | 1.95% | $6.10M | 2.36% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 92,532 | 0.95% | $2.88M | 0.01% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 84,941 | 0.87% | $2.73M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 82,823 | 0.85% | $2.66M | 0.02% | Jun 30, 2026 |
| Diamond Hill Small Cap Fund | 69,090 | 0.71% | $2.22M | 0.72% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 45,514 | 0.47% | $1.42M | 0.01% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 42,593 | 0.44% | $1.24M | 0.01% | May 31, 2026 |
| U.S. Small Cap Value Portfolio | 42,430 | 0.43% | $1.32M | 0.01% | Jul 31, 2026 |
| Blackstone Alternative Multi-Strategy Fund | 36,174 | 0.37% | $1.16M | 0.03% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 34,666 | 0.35% | $1.01M | 0.00% | May 31, 2026 |
| Acuitas US Microcap Fund | 34,051 | 0.35% | $1.09M | 0.93% | Jun 30, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 33,558 | 0.34% | $1.08M | 0.05% | Jun 30, 2026 |
| iShares Core S&P Total U.S. Stock Market ETF | 32,429 | 0.33% | $1.04M | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Scott C. Wylie | CHAIRMAN, CEO AND PRESIDENT, Director | 742,312 | 7.60% | Sep 2, 2026 |
| Julie A. Courkamp | CHIEF OPERATING OFFICER, Director | 59,680 | 0.61% | May 5, 2026 |
| David R. Weber | Chief Financial Officer | 6,365 | 0.07% | May 5, 2026 |
| Matthew C. Cassell | CHIEF REVENUE OFFICER | 16,240 | 0.17% | May 5, 2026 |
| Eric E. Ensmann | Chief Risk Officer | 6,698 | 0.07% | Aug 12, 2025 |
| Patrick H. Hamill | Director | 165,229 | 1.69% | Jun 5, 2026 |
| Joseph C. Zimlich | Director | 42,079 | 0.43% | Jun 5, 2026 |
| Thomas A. Gart | Director | 98,402 | 1.01% | Jun 5, 2026 |
| David R. Duncan | Director | 51,278 | 0.53% | Jun 5, 2026 |
| Scott C. Mitchell | Director | 5,482 | 0.06% | Jun 5, 2026 |
| Mark L. Smith | Director | 53,626 | 0.55% | Jun 5, 2026 |
| Luke A. Latimer | Director | 57,547 | 0.59% | Jun 5, 2026 |
| Ellen S. Robinson | Director | 2,907 | 0.03% | Jun 5, 2026 |
| Julie A. Caponi | Director | 23,571 | 0.24% | Jun 5, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Scott C. Wylie CHAIRMAN, CEO AND PRESIDENT, Director | Aug 31, 2026 | Sale | −10,000 | $30.55 | $305.50K | 740,312 |
| Joseph C. Zimlich Director | Jun 3, 2026 | Award | +974 | – | – | 42,079 |
| David R. Duncan Director | Jun 3, 2026 | Award | +974 | – | – | 44,652 |
| Mark L. Smith Director | Jun 3, 2026 | Award | +974 | – | – | 53,626 |
| Thomas A. Gart Director | Jun 3, 2026 | Award | +974 | – | – | 25,493 |
| Ellen S. Robinson Director | Jun 3, 2026 | Award | +974 | – | – | 2,907 |
| Scott C. Mitchell Director | Jun 3, 2026 | Award | +974 | – | – | 5,482 |
| Patrick H. Hamill Director | Jun 3, 2026 | Award | +974 | – | – | 165,229 |
| Julie A. Caponi Director | Jun 3, 2026 | Award | +974 | – | – | 23,571 |
| Luke A. Latimer Director | Jun 3, 2026 | Award | +974 | – | – | 57,547 |
| Scott C. Wylie CHAIRMAN, CEO AND PRESIDENT, Director | May 22, 2026 | Sale | −6,417 | $28.31 | $181.67K | 750,312 |
| Scott C. Wylie CHAIRMAN, CEO AND PRESIDENT, Director | May 20, 2026 | Sale | −1,083 | $28.52 | $30.89K | 756,729 |
| Scott C. Wylie CHAIRMAN, CEO AND PRESIDENT, Director | May 5, 2026 | Sale | −7,500 | $28.70 | $215.25K | 757,812 |
| Scott C. Wylie CHAIRMAN, CEO AND PRESIDENT, Director | May 4, 2026 | Tax withholding | −1,440 | $28.55 | $41.11K | 765,312 |
| Matthew C. Cassell CHIEF REVENUE OFFICER | May 4, 2026 | Tax withholding | −36 | $28.55 | $1.03K | 16,240 |
| Julie A. Courkamp CHIEF OPERATING OFFICER, Director | May 4, 2026 | Tax withholding | −417 | $28.55 | $11.91K | 59,680 |
| David R. Weber Chief Financial Officer | May 4, 2026 | Tax withholding | −102 | $28.55 | $2.91K | 6,365 |
| Scott C. Wylie CHAIRMAN, CEO AND PRESIDENT, Director | May 1, 2026 | Award | +7,005 | – | – | 768,659 |
| Scott C. Wylie CHAIRMAN, CEO AND PRESIDENT, Director | May 1, 2026 | Tax withholding | −1,907 | $28.55 | $54.44K | 766,752 |
| Matthew C. Cassell CHIEF REVENUE OFFICER | May 1, 2026 | Award | +862 | – | – | 16,664 |
| Matthew C. Cassell CHIEF REVENUE OFFICER | May 1, 2026 | Tax withholding | −388 | $28.55 | $11.08K | 16,276 |
| Julie A. Courkamp CHIEF OPERATING OFFICER, Director | May 1, 2026 | Tax withholding | −1,072 | $28.55 | $30.61K | 60,097 |
| Julie A. Courkamp CHIEF OPERATING OFFICER, Director | May 1, 2026 | Award | +3,940 | – | – | 61,169 |
| David R. Weber Chief Financial Officer | May 1, 2026 | Tax withholding | −240 | $28.55 | $6.85K | 6,467 |
| David R. Weber Chief Financial Officer | May 1, 2026 | Award | +668 | – | – | 6,707 |
| Scott C. Mitchell Director | Feb 4, 2026 | Sale | −915 | $26.00 | $23.79K | 4,508 |
| David R. Duncan Director | Feb 3, 2026 | Sale | −2,000 | $25.50 | $51.00K | 6,626 |
| David R. Duncan Director | Feb 3, 2026 | Sale | −3,626 | $25.61 | $92.86K | 0 |
| David R. Duncan Director | Feb 3, 2026 | Sale | −3,000 | $25.55 | $76.65K | 3,626 |
| David R. Duncan Director | Jan 28, 2026 | Sale | −1,674 | $24.95 | $41.77K | 0 |
| David R. Duncan Director | Jan 28, 2026 | Sale | −1,994 | $24.95 | $49.75K | 8,626 |
| David R. Duncan Director | Jan 27, 2026 | Sale | −1,381 | $24.99 | $34.51K | 4,699 |
| David R. Duncan Director | Jan 27, 2026 | Sale | −3,025 | $25.17 | $76.14K | 1,674 |
| Scott C. Mitchell Director | Jan 26, 2026 | Sale | −224 | $24.80 | $5.56K | 5,682 |
| Scott C. Mitchell Director | Jan 26, 2026 | Sale | −159 | $24.83 | $3.95K | 5,423 |
| Scott C. Mitchell Director | Jan 26, 2026 | Sale | −100 | $24.78 | $2.48K | 5,582 |
| Scott C. Mitchell Director | Jan 26, 2026 | Sale | −582 | $24.49 | $14.25K | 5,906 |
| Scott C. Mitchell Director | Jan 26, 2026 | Sale | −100 | $24.69 | $2.47K | 6,488 |
| Scott C. Mitchell Director | Jan 26, 2026 | Sale | −2,013 | $23.56 | $47.43K | 6,588 |
| Scott C. Wylie CHAIRMAN, CEO AND PRESIDENT, Director | Jan 5, 2026 | Tax withholding | −2,594 | $26.65 | $69.13K | 761,654 |
| Scott C. Wylie CHAIRMAN, CEO AND PRESIDENT, Director | Jan 5, 2026 | Award | +7,766 | – | – | 764,248 |
| Julie A. Courkamp CHIEF OPERATING OFFICER, Director | Jan 5, 2026 | Tax withholding | −729 | $26.65 | $19.43K | 57,229 |
| Julie A. Courkamp CHIEF OPERATING OFFICER, Director | Jan 5, 2026 | Award | +2,142 | – | – | 57,958 |
| David R. Weber Chief Financial Officer | Jan 5, 2026 | Award | +113 | – | – | 6,077 |
| David R. Weber Chief Financial Officer | Jan 5, 2026 | Tax withholding | −38 | $26.65 | $1.01K | 6,039 |
| Luke A. Latimer Director | Dec 16, 2025 | Option exercise | +1,697 | $25.00 | $42.43K | 58,219 |
| Luke A. Latimer Director | Dec 16, 2025 | Sale | −1,646 | $25.78 | $42.43K | 56,573 |
| Scott C. Wylie CHAIRMAN, CEO AND PRESIDENT, Director | Dec 12, 2025 | Option exercise | +16,500 | $25.00 | $412.50K | 772,653 |
| Scott C. Wylie CHAIRMAN, CEO AND PRESIDENT, Director | Dec 12, 2025 | Sale | −16,171 | $25.72 | $415.92K | 756,482 |
| Mark L. Smith Director | Dec 11, 2025 | Option exercise | +1,697 | $25.00 | $42.43K | 54,298 |
| Mark L. Smith Director | Dec 11, 2025 | Sale | −1,646 | $25.79 | $42.45K | 52,652 |
| Julie A. Courkamp CHIEF OPERATING OFFICER, Director | Dec 10, 2025 | Sale | −2,933 | $25.82 | $75.73K | 55,816 |
| Julie A. Courkamp CHIEF OPERATING OFFICER, Director | Dec 10, 2025 | Option exercise | +3,000 | $25.00 | $75.00K | 58,749 |
| Scott C. Wylie CHAIRMAN, CEO AND PRESIDENT, Director | Nov 25, 2025 | Sale | −5,000 | $23.55 | $117.75K | 756,153 |
| Scott C. Wylie CHAIRMAN, CEO AND PRESIDENT, Director | Nov 18, 2025 | Tax withholding | −1,874 | $22.99 | $43.08K | 761,153 |
| Scott C. Wylie CHAIRMAN, CEO AND PRESIDENT, Director | Nov 18, 2025 | Tax withholding | −658 | $22.99 | $15.13K | 763,027 |
| Scott C. Wylie CHAIRMAN, CEO AND PRESIDENT, Director | Nov 18, 2025 | Award | +6,521 | – | – | 763,685 |
| Julie A. Courkamp CHIEF OPERATING OFFICER, Director | Nov 18, 2025 | Tax withholding | −411 | $22.99 | $9.45K | 56,920 |
| Julie A. Courkamp CHIEF OPERATING OFFICER, Director | Nov 18, 2025 | Tax withholding | −1,171 | $22.99 | $26.92K | 55,749 |
| Julie A. Courkamp CHIEF OPERATING OFFICER, Director | Nov 18, 2025 | Award | +4,076 | – | – | 57,331 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Scott C. Wylie Officer, Director | May 20, 2026 | 7,500 | $213.75K | May 20, 2026 | rsu |
| Scott C. Wylie Officer, Director | May 7, 2026 | 7,500 | $216.00K | May 4, 2026 | RSU |