First Western Financial, Inc.
DE ˙ DB ˙ US33751L1052
24,00 € ↑0,40 (1,69%)
2026-06-05
DEL PRIS
SecurityDE:33Q / First Western Financial, Inc.
InstitutionJacobs Asset Management, Llc
Latest Disclosed Ownership257,819 shares
Latest Disclosed Value $ 6,337,191
Jacobs Asset Management, Llc reports 3.71% decrease in ownership of 33Q / First Western Financial, Inc.

On May 15, 2026 - Jacobs Asset Management, Llc filed a 13F-HR form disclosing ownership of 257,819 shares of First Western Financial, Inc. (DE:33Q) valued at $5,465,763 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 267,740 shares of First Western Financial, Inc.. This represents a change in shares of -3.71% during the quarter. The current value of the position is $6,187,656 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F FIRST WESTN FINL COM 33751L105 257,819 -9,921 -3.71 6,337 -11.72 3.7927
2026-02-13 2025-12-31 13F FIRST WESTN FINL COM 33751L105 267,740 -47,219 -14.99 7,178 -1.01 3.9980
2025-11-13 2025-09-30 13F FIRST WESTN FINL COM 33751L105 314,959 -25,041 -7.37 7,252 -5.46 3.9694
2025-08-13 2025-06-30 13F FIRST WESTN FINL COM 33751L105 340,000 14,823 4.56 7,670 20.05 4.3716
2025-05-14 2025-03-31 13F FIRST WESTN FINL COM 33751L105 325,177 13,053 4.18 6,390 4.70 3.9979
2025-02-14 2024-12-31 13F FIRST WESTN FINL COM 33751L105 312,124 104,010 49.98 6,102 46.61 3.6729
2024-11-14 2024-09-30 13F FIRST WESTN FINL COM 33751L105 208,114 49,679 31.36 4,162 54.55 2.7540
2024-08-06 2024-06-30 13F FIRST WESTN FINL COM 33751L105 158,435 158,435 2,693 1.7092
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.