Managers / Q4 2024 · view latest →
First Western Trust Bank
CIK 0001513189 · 1900 16TH STREET, SUITE 1200, DENVER, CO, 80202 · 303-531-8100
Reported Value
$2.2B
Q4 2024
Positions
271
Filings on Record
17
2019–present window
Filed
Feb 13, 2025
original filing
Summary
First Western Trust Bank reported $2.2B in U.S.-listed holdings across 271 positions for Q4 2024.
The portfolio is heavily concentrated: SYK alone accounts for 58.1% of reported value.
Compared with Q3 2024, the fund opened 9 new positions and exited 17.
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 — Q4 2024
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 ↗.