First Western Financial, Inc.
DE ˙ DB ˙ US33751L1052
24,00 € ↑0,40 (1,69%)
2026-06-05
PREZZO DELLE AZIONI
SecurityDE:33Q / First Western Financial, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership27,403 shares
Latest Disclosed Value $ 673,566
Morgan Stanley reports 22.39% decrease in ownership of 33Q / First Western Financial, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 27,403 shares of First Western Financial, Inc. (DE:33Q) valued at $580,944 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 35,310 shares of First Western Financial, Inc.. This represents a change in shares of -22.39% during the quarter. The current value of the position is $657,672 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 27,403 -7,907 -22.39 674 -28.86 0.0000
2026-05-27 2025-12-31 13F/A-1 FIRST WESTN FINL COM 33751L105 35,310 -1,010 -2.78 947 13.16 0.0001
2026-02-13 2025-12-31 13F FIRST WESTN FINL COM 33751L105 35,310 -1,010 947 0.0001
2026-05-27 2025-09-30 13F/A-1 FIRST WESTN FINL COM 33751L105 36,320 8,346 29.83 836 32.49 0.0001
2025-11-14 2025-09-30 13F FIRST WESTN FINL COM 33751L105 36,320 8,346 836 0.0001
2025-08-15 2025-06-30 13F FIRST WESTN FINL COM 33751L105 27,974 6,890 32.68 631 52.42 0.0000
2025-05-15 2025-03-31 13F FIRST WESTN FINL COM 33751L105 21,084 -252 -1.18 414 -0.72 0.0000
2025-05-15 2024-12-31 13F/A-1 FIRST WESTN FINL COM 33751L105 21,336 -1,642 -7.15 417 -9.15 0.0000
2025-02-14 2024-12-31 13F FIRST WESTN FINL COM 33751L105 21,336 -1,642 417 0.0000
2025-05-14 2024-09-30 13F/A-2 FIRST WESTN FINL COM 33751L105 22,978 14,947 186.12 460 237.50 0.0000
2025-02-14 2024-09-30 13F/A-1 FIRST WESTN FINL COM 33751L105 22,978 14,947 460 0.0000
2024-11-14 2024-09-30 13F FIRST WESTN FINL COM 33751L105 22,978 14,947 460 0.0000
2025-05-14 2024-06-30 13F/A-2 FIRST WESTN FINL COM 33751L105 8,031 -2,824 -26.02 137 -13.92 0.0000
2024-10-17 2024-06-30 13F/A-1 FIRST WESTN FINL COM 33751L105 8,031 -2,824 137 0.0000
2024-08-14 2024-06-30 13F FIRST WESTN FINL COM 33751L105 8,031 -2,824 137 0.0000
2024-10-17 2024-03-31 13F/A-2 FIRST WESTN FINL COM 33751L105 10,855 -4,678 -30.12 158 -48.70 0.0000
2024-08-16 2024-03-31 13F/A-1 FIRST WESTN FINL COM 33751L105 10,855 -4,678 158 0.0000
2024-05-15 2024-03-31 13F FIRST WESTN FINL COM 33751L105 10,855 -4,678 158 0.0000
2024-08-16 2023-12-31 13F/A-1 FIRST WESTN FINL COM 33751L105 15,533 7,582 95.36 308 113.89 0.0000
2024-02-13 2023-12-31 13F FIRST WESTN FINL COM 33751L105 15,533 7,582 308 0.0000
2023-11-15 2023-09-30 13F FIRST WESTN FINL COM 33751L105 7,951 -1,671 -17.37 144 -19.10 0.0000
2023-08-14 2023-06-30 13F FIRST WESTN FINL COM 33751L105 9,622 1,945 25.34 179 17.11 0.0000
2023-05-15 2023-03-31 13F FIRST WESTN FINL COM 33751L105 7,677 2,585 50.77 152 6.29 0.0000
2023-02-14 2022-12-31 13F FIRST WESTN FINL COM 33751L105 5,092 -7,957 -60.98 143 -55.73 0.0000
2022-11-14 2022-09-30 13F FIRST WESTN FINL COM 33751L105 13,049 6,706 105.72 323 86.71 0.0000
2022-10-27 2022-06-30 13F/A-1 FIRST WESTN FINL COM 33751L105 6,343 -532 -7.74 173 -19.53 0.0000
2022-08-15 2022-06-30 13F FIRST WESTN FINL COM 33751L105 6,343 -532 173 0.0000
2022-10-27 2022-03-31 13F/A-1 FIRST WESTN FINL COM 33751L105 6,875 3,258 90.07 215 95.45 0.0000
2022-05-13 2022-03-31 13F FIRST WESTN FINL COM 33751L105 6,875 3,258 215 0.0000
2022-02-14 2021-12-31 13F FIRST WESTN FINL COM 33751L105 3,617 27 0.75 110 6.80 0.0000
2021-11-15 2021-09-30 13F FIRST WESTN FINL COM 33751L105 3,590 -1,170 -24.58 103 -16.26 0.0000
2021-08-23 2021-06-30 13F/A-1 FIRST WESTN FINL COM 33751L105 4,760 -2,644 -35.71 123 -33.51 0.0000
2021-08-16 2021-06-30 13F FIRST WESTN FINL COM 33751L105 4,760 -2,644 123 0.0000
2021-05-17 2021-03-31 13F FIRST WESTN FINL COM 33751L105 7,404 -15,842 -68.15 185 -59.34 0.0000
2021-02-16 2020-12-31 13F FIRST WESTN FINL COM 33751L105 23,246 4,657 25.05 455 88.80 0.0001
2020-11-13 2020-09-30 13F FIRST WESTN FINL COM 33751L105 18,589 -1,248 -6.29 241 -14.84 0.0000
2020-08-14 2020-06-30 13F FIRST WESTN FINL COM 33751L105 19,837 1,931 10.78 283 11.86 0.0001
2020-05-26 2020-03-31 13F/A-1 FIRST WESTN FINL COM 33751L105 17,906 0 0.00 253 -14.24 0.0001
2020-05-15 2020-03-31 13F FIRST WESTN FINL COM 33751L105 17,906 0 253 19.4357
2020-02-14 2019-12-31 13F FIRST WESTN FINL COM 33751L105 17,906 0 0.00 295 -3.59 0.0001
2019-11-14 2019-09-30 13F FIRST WESTN FINL COM 33751L105 17,906 0 0.00 306 29.11 0.0001
2019-08-14 2019-06-30 13F FIRST WESTN FINL COM 33751L105 17,906 0 0.00 237 0.85 0.0001
2019-05-15 2019-03-31 13F FIRST WESTN FINL COM 33751L105 17,906 -17 -0.09 235 11.90 0.0001
2019-02-14 2018-12-31 13F FIRST WESTN FINL COM 33751L105 17,923 15,332 591.74 210 366.67 0.0001
2019-04-23 2018-09-30 13F/A-2 FIRST WESTN FINL COM 33751L105 2,591 2,591 45 0.0000
2018-11-20 2018-09-30 13F/A-1 FIRST WESTN FINL COM 33751L105 2,591 0 45 0.0000
2018-11-14 2018-09-30 13F FIRST WESTN FINL COM 33751L105 2,591 45 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.