First Western Trust Bank

All 13F Filings

Location
Denver, CO
Most recent 13F
Q2 2026
Holdings value ($000)
2,051,272
Description
Website
Founded
Chairman
CEO
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.