Managers / Q1 2026
First Western Trust Bank
CIK 0001513189 · 1900 16TH STREET, SUITE 1200, DENVER, CO, 80202 · 303-531-8100
Reported Value
$2.0B
Q1 2026
Positions
280
Filings on Record
17
2019–present window
Filed
May 12, 2026
original filing
Summary
First Western Trust Bank reported $2.0B in U.S.-listed holdings across 280 positions for Q1 2026.
The portfolio is heavily concentrated: SYK alone accounts for 50.1% of reported value.
Compared with Q4 2025, the fund opened 17 new positions and exited 9.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $2.0B | 280 | May 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $2.0B | 269 | Feb 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $2.2B | 262 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $2.2B | 267 | Aug 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $2.1B | 262 | May 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $2.2B | 271 | Feb 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $2.2B | 279 | Nov 7, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $2.1B | 269 | Aug 5, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $2.2B | 282 | May 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $2.0B | 273 | Feb 7, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $1.9B | 240 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $2.0B | 259 | Aug 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $1.9B | 264 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $1.74T | 264 | Feb 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $1.5B | 248 | Nov 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $1.5B | 284 | Aug 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $1.9B | 279 | May 13, 2022 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.