First Western Financial, Inc.
US ˙ NasdaqGS ˙ US33751L1052

SecurityMYFW / First Western Financial, Inc.
InstitutionState Street Corp
Latest Disclosed Ownership129,319 shares
Latest Disclosed Value $ 3,178,661
State Street Corp reports 0.71% increase in ownership of MYFW / First Western Financial, Inc.

On May 15, 2026 - State Street Corp filed a 13F-HR form disclosing ownership of 129,319 shares of First Western Financial, Inc. (US:MYFW) valued at $3,178,661 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 128,411 shares of First Western Financial, Inc.. This represents a change in shares of 0.71% during the quarter. The current value of the position is $3,773,528 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 129,319 908 0.71 3,179 -7.67 0.0001
2026-02-13 2025-12-31 13F FIRST WESTN FINL COM 33751L105 128,411 113 0.09 3,443 16.52 0.0001
2025-11-14 2025-09-30 13F FIRST WESTN FINL COM 33751L105 128,298 4,432 3.58 2,954 5.73 0.0001
2025-08-14 2025-06-30 13F FIRST WESTN FINL COM 33751L105 123,866 15,453 14.25 2,794 31.17 0.0001
2025-05-15 2025-03-31 13F FIRST WESTN FINL COM 33751L105 108,413 500 0.46 2,130 1.00 0.0001
2025-02-14 2024-12-31 13F FIRST WESTN FINL COM 33751L105 107,913 -4,355 -3.88 2,110 -6.06 0.0001
2024-11-14 2024-09-30 13F FIRST WESTN FINL COM 33751L105 112,268 5,611 5.26 2,245 23.83 0.0001
2024-08-14 2024-06-30 13F FIRST WESTN FINL COM 33751L105 106,657 -838 -0.78 1,813 15.70 0.0001
2024-05-15 2024-03-31 13F FIRST WESTN FINL COM 33751L105 107,495 0 0.00 1,567 -26.47 0.0001
2024-02-14 2023-12-31 13F FIRST WESTN FINL COM 33751L105 107,495 -9,053 -7.77 2,132 0.76 0.0001
2023-11-14 2023-09-30 13F FIRST WESTN FINL COM 33751L105 116,548 1,491 1.30 2,115 -1.17 0.0001
2023-08-14 2023-06-30 13F FIRST WESTN FINL COM 33751L105 115,057 4,754 4.31 2,140 -1.97 0.0001
2023-05-15 2023-03-31 13F FIRST WESTN FINL COM 33751L105 110,303 2,529 2.35 2,184 -28.03 0.0001
2023-05-15 2022-12-31 13F/A-99 FIRST WESTN FINL COM 33751L105 107,774 4,338 4.19 3,034 18.94 0.0002
2023-05-15 2022-12-31 13F FIRST WESTN FINL COM 33751L105 107,774 4,338 3,034 0.0002
2022-11-15 2022-09-30 13F FIRST WESTN FINL COM 33751L105 103,436 19,065 22.60 2,550 11.16 0.0002
2022-08-15 2022-06-30 13F FIRST WESTN FINL COM 33751L105 84,371 55,147 188.70 2,294 150.98 0.0001
2022-05-16 2022-03-31 13F FIRST WESTN FINL COM 33751L105 29,224 5,612 23.77 914 27.48 0.0000
2022-02-14 2021-12-31 13F FIRST WESTN FINL COM 33751L105 23,612 12 0.05 717 4.82 0.0000
2021-11-15 2021-09-30 13F FIRST WESTN FINL COM 33751L105 23,600 -142 -0.60 684 11.22 0.0000
2021-08-16 2021-06-30 13F FIRST WESTN FINL COM 33751L105 23,742 -74,875 -75.93 615 -75.06 0.0000
2021-07-09 2021-03-31 13F/A-1 FIRST WESTN FINL COM 33751L105 98,617 1,017 1.04 2,466 29.11 0.0001
2021-05-17 2021-03-31 13F FIRST WESTN FINL COM 33751L105 98,617 1,017 2,466 0.0001
2021-02-16 2020-12-31 13F FIRST WESTN FINL COM 33751L105 97,600 24,973 34.39 1,910 102.98 0.0001
2020-11-10 2020-09-30 13F FIRST WESTN FINL COM 33751L105 72,627 1,615 2.27 941 -7.02 0.0001
2020-08-14 2020-06-30 13F FIRST WESTN FINL COM 33751L105 71,012 58,112 450.48 1,012 488.37 0.0001
2020-06-19 2020-03-31 13F/A-1 FIRST WESTN FINL COM 33751L105 12,900 1,786 16.07 172 -6.01 0.0000
2020-05-11 2020-03-31 13F FIRST WESTN FINL COM 33751L105 12,900 1,786 172 15.1051
2020-02-06 2019-12-31 13F FIRST WESTN FINL COM 33751L105 11,114 961 9.47 183 5.17 0.0000
2019-11-14 2019-09-30 13F FIRST WESTN FINL COM 33751L105 10,153 -186 -1.80 174 27.01 0.0000
2019-08-14 2019-06-30 13F FIRST WESTN FINL COM 33751L105 10,339 -207 -1.96 137 -0.72 0.0000
2019-05-15 2019-03-31 13F FIRST WESTN FINL COM 33751L105 10,546 10,546 138 0.0000
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.