As of November 6, 2026, First Western Financial Inc is a publicly traded company (Nasdaq: MYFW); its largest reported holder is Wellington Management, with 7.7% on Schedule 13G/A of August 13, 2026, then North Reef Capital Management LP (7.06%) (Schedule 13G/A, August 13, 2026).
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Is First Western Financial Inc a real, registered company?
- First Western Financial, Inc. files with the SEC under CIK 1327607 (its SEC filings).
- Its shares are listed under the ticker MYFW on Nasdaq (SEC company record).
- Incorporated in Colorado; business address in Denver, Colorado, as its SEC filings state.
- Court and bankruptcy records: see Before you sign or pay below.
Before you sign or pay
- Court and bankruptcy: No federal court case or bankruptcy filing found under First Western Financial Inc in our court records and SEC 8-K records (as of 2026-11-06).
- Ownership: 5%+ holders are reported on Schedule 13D or 13G; the latest names Wellington Management (filed 2026-08-13).
Who are First Western Financial Inc's owners and officers?
First Western Financial Inc: incorporated in Colorado; business address in Denver, Colorado; industry State Commercial Banks (Schedule 13G/A, 2026-08-13).
Officers and directors, each with the role and the filing that names them:
- : Executive Officer, Director (Form D, 2022-12-15)
- : Executive Officer, Director (Form D, 2022-12-15)
- : Director (Form D, 2022-12-15)
- : Director (Form D, 2022-12-15)
- : Director (Form D, 2022-12-15)
- : Director (Form D, 2022-12-15)
- : Director (Form D, 2022-12-15)
- : Director (Form D, 2022-12-15)
- : Director (Form D, 2022-12-15)
- : Director (Form D, 2022-12-15)
- : Director (Form D, 2022-12-15)
- : Executive Officer (Form D, 2022-12-15)
| Report | Holder | Share |
|---|---|---|
| Schedule 13G/A, 2026-08-13 | Wellington Management Group LLP | 7.7% |
| Schedule 13G/A, 2026-08-06 | Wellington Management Group LLP | 10.5% |
| Schedule 13G, 2026-05-15 | Wellington Management Group LLP | 5.3% |
| Schedule 13G/A, 2026-02-17 | Banc Fund X L.P. | 3.4% |
| Schedule 13G/A, 2026-02-17 | North Reef Capital Management LP | 7.06% |
| Schedule 13G, 2025-08-14 | North Reef Capital Management LP | 5.6% |
Questions about who owns First Western Financial Inc
Who owns First Western Financial Inc?
On this page, 2 holders' latest ownership filings report 5% or more of First Western Financial Inc: Wellington Management Group LLP (7.7%, Schedule 13G/A, filed 2026-08-13) and North Reef Capital Management LP (7.06%, Schedule 13G/A, filed 2026-02-17).
Who are the largest shareholders of First Western Financial Inc?
By the share each holder's latest filing reports, the largest holders of First Western Financial Inc on this page are Wellington Management Group LLP (7.7%) and North Reef Capital Management LP (7.06%).
When did Wellington Management Group LLP buy into First Western Financial Inc?
The filings give report dates, not purchase dates. The earliest filing from Wellington Management Group LLP on this page is the Schedule 13G, filed 2026-05-15, reporting 5.3%; its latest, Schedule 13G/A filed 2026-08-13, reports 7.7%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 6 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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What the Full Report on First Western Financial Inc covers
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Which Company This Is
What They Do, And How The Money Works
Who Runs It, And How To Reach Them
The Money: Funding, Valuation, Runway
Who Pays Them, And Who They Are Up Against
Warning Bells
Sources
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Which insiders own First Western Financial Inc shares?
Directors, officers and holders of 10% or more report their shares on Forms 3, 4 and 5. Each line is the latest such report, largest holding first.
- , the chairman and chief executive: 742,312 shares (7.6% of shares outstanding), 740,312 held directly and 2,000 indirectly (Form 4, 2026-09-02).
- , a director: 165,229 shares (1.7% of shares outstanding) (Form 4, 2026-06-05).
- , a director: 98,402 shares (1.0% of shares outstanding), 25,493 held directly and 72,909 indirectly (Form 4, 2026-06-05).
- , the chief operating officer and a director: 59,680 shares (0.61% of shares outstanding) (Form 4, 2026-05-05).
- , a director: 57,547 shares (0.59% of shares outstanding) (Form 4, 2026-06-05).
Shares outstanding: 9,772,119 as of 2026-10-28, from the company's latest SEC cover page.
How much has First Western Financial Inc raised?
| Filed | Sold | Offered |
|---|---|---|
| Form D, 2022-12-15 | $20M | $20M |
Keep reading
More on First Western Financial Inc and the records around it.
First Western Financial Inc elsewhere on the record
- 5%+ stake filings Aug 2026
Companies that share a holder
- North Reef Capital Management LP also filed stake reports on 9 other companies: Alkami Technology, Inc. (Aug 2026), i3 Verticals, Inc. (Aug 2026), Marketaxess Holdings Inc (Aug 2026)
- Banc Fund IX L.P. also filed stake reports on 14 other companies: Citizens Community Bancorp, Inc. (Feb 2026), FIRST NORTHERN COMMUNITY BANCORP (Feb 2026), Investar Holding Corp (Feb 2026)
- Wellington Management Group LLP also filed stake reports on 240 other companies: Hub Group, Inc. (Oct 2026), Latham Group, Inc. (Oct 2026), Redwood Trust, Inc. (Oct 2026)
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