First Western Trust Bank
First Western Trust Bank reported 215 positions worth $2.05B as of June 30, 2026 (13F filed July 29, 2026). Largest holding: SYK (46.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SYK | SH | $950.0M | 46.31% | 3,017,349 | — | — | |
| ▸ 2 | VOO | SH | $150.8M | 7.35% | 219,510 | — | — | |
| ▸ 3 | IWR | SH | $112.9M | 5.50% | 1,022,959 | — | — | |
| ▸ 4 | SPY | SH | $91.8M | 4.48% | 122,949 | — | — | |
| ▸ 5 | RSP | SH | $74.6M | 3.64% | 350,642 | — | — | |
| ▸ 6 | IWM | SH | $70.4M | 3.43% | 234,431 | — | — | |
| ▸ 7 | VEA | SH | $68.9M | 3.36% | 966,922 | — | — | |
| ▸ 8 | VTI | SH | $50.2M | 2.45% | 135,734 | — | — | |
| ▸ 9 | EEM | SH | $45.2M | 2.20% | 660,248 | — | — | |
| ▸ 10 | AAPL | SH | $33.8M | 1.65% | 116,839 | — | — |
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Frequently Asked Questions
What stocks does First Western Trust Bank hold as of Q2 2026?
First Western Trust Bank reported 215 positions worth $2.05B in its Q2 2026 13F filing. Largest positions: SYK (46.3%), VOO (7.3%), IWR (5.5%), SPY (4.5%) and RSP (3.6%).
What did First Western Trust Bank buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did First Western Trust Bank sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.