First Western Financial, Inc.
DE ˙ DB ˙ US33751L1052
24,00 € ↑0,40 (1,69%)
2026-06-05
DEL PRIS
SecurityDE:33Q / First Western Financial, Inc.
InstitutionMendon Capital Advisors Corp
Latest Disclosed Ownership253,336 shares
Latest Disclosed Value $ 6,226,999
Mendon Capital Advisors Corp ownership in 33Q / First Western Financial, Inc.

On May 15, 2026 - Mendon Capital Advisors Corp filed a 13F-HR form disclosing ownership of 253,336 shares of First Western Financial, Inc. (DE:33Q) valued at $5,370,723 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 253,336 shares of First Western Financial, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $6,080,064 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.

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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 253,336 0 0.00 6,227 -8.32 1.1079
2026-02-18 2025-12-31 13F FIRST WESTN FINL COM 33751L105 253,336 0 0.00 6,792 16.40 2.0117
2025-11-14 2025-09-30 13F FIRST WESTN FINL COM 33751L105 253,336 -27,188 -9.69 5,834 -7.81 2.2377
2025-08-14 2025-06-30 13F FIRST WESTN FINL COM 33751L105 280,524 23,317 9.07 6,329 25.21 3.0682
2025-05-21 2025-03-31 13F FIRST WESTN FINL COM 33751L105 257,207 -391 -0.15 5,054 0.36 2.3404
2025-02-14 2024-12-31 13F FIRST WESTN FINL COM 33751L105 257,598 155,432 152.14 5,036 146.50 2.4799
2024-11-14 2024-09-30 13F FIRST WESTN FINL COM 33751L105 102,166 30,751 43.06 2,043 3.23 1.3184
2024-08-30 2024-06-30 13F FIRST WESTN FINL COM 33751L105 71,415 40,138 128.33 1,979 68.71 1.0975
2024-05-15 2024-03-31 13F FIRST WESTN FINL COM 33751L105 31,277 -25,786 -45.19 1,174 3.71 0.6291
2024-02-23 2023-12-31 13F FIRST WESTN FINL COM 33751L105 57,063 21,122 58.77 1,132 0.62 0.4695
2022-05-16 2022-03-31 13F FIRST WESTERN FINANCIAL ORD COM 33751L105 35,941 -20,000 -35.75 1,124 -33.80 0.3722
2022-02-11 2021-12-31 13F FIRST WESTERN FINANCIAL ORD COM 33751L105 55,941 40,000 250.93 1,698 269.93 0.4879
2021-11-09 2021-09-30 13F FIRST WESTERN FINANCIAL ORD COM 33751L105 15,941 -862 -5.13 459 5.52 0.1564
2021-08-13 2021-06-30 13F FIRST WESTN FINL INC COM COM 33751L105 16,803 -3,197 -15.98 435 -13.00 0.1570
2021-05-11 2021-03-31 13F FIRST WESTERN FINANCIAL ORD COM 33751L105 20,000 -7,632 -27.62 500 -7.58 0.1841
2021-02-11 2020-12-31 13F FIRST WESTN FINL COM 33751L105 27,632 0 0.00 541 51.12 0.2538
2020-11-10 2020-09-30 13F FIRST WESTN FINL COM 33751L105 27,632 -2,820 -9.26 358 -17.51 0.2089
2020-08-05 2020-06-30 13F FIRST WESTN FINL COM 33751L105 30,452 -6,855 -18.37 434 -17.80 0.2209
2020-05-11 2020-03-31 13F FIRST WESTN FINL COM 33751L105 37,307 -2,767 -6.90 528 -20.00 0.2593
2020-02-13 2019-12-31 13F FIRST WESTN FINL COM 33751L105 40,074 3,057 8.26 660 4.27 0.1135
2019-11-12 2019-09-30 13F FIRST WESTN FINL COM 33751L105 37,017 3,254 9.64 633 41.29 0.1067
2019-08-13 2019-06-30 13F FIRST WESTN FINL COM 33751L105 33,763 -2,911 -7.94 448 -6.86 0.0702
2019-05-15 2019-03-31 13F FIRST WESTN FINL COM 33751L105 36,674 13,471 58.06 481 76.84 0.0584
2019-02-13 2018-12-31 13F FIRST WESTN FINL COM 33751L105 23,203 2,822 13.85 272 -23.60 0.0319
2018-11-14 2018-09-30 13F FIRST WESTN FINL COM 33751L105 20,381 20,381 356 0.0314
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.