First Western Trust Bank

All 13F Filings

Location
Denver, CO
Most recent 13F
Q2 2026
Holdings value ($000)
2,051,272
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/29/2026 215 2,051,272 13F-HR First Western Trust Bank
Q1 2026 5/12/2026 205 1,980,356 13F-HR First Western Trust Bank
Q4 2025 2/12/2026 197 2,034,059 13F-HR First Western Trust Bank
Q3 2025 11/14/2025 191 2,177,638 13F-HR First Western Trust Bank
Q2 2025 8/8/2025 194 2,223,852 13F-HR First Western Trust Bank
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 1.28 M 62.4% 0 44.55 K -44.55 K
ETFs 771.8 K 37.6% 115.5 K 0 115.5 K
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Fund Snapshot

Q2 2026
Latest filed
7/29/2026
Total value ($000)
2,051,272
Holdings
215
QoQ value change ($000)
70,916 (3.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.