First Western Financial Inc. 13F holders
103 funds reported a position in First Western Financial Inc. in their 13F for the quarter ended 30 June 2026, together 6.7 million shares worth $214.6 million. Against the quarter before, 14 opened a position, 38 added, 29 trimmed and 3 sold out; together they bought a net 130,812 shares. The largest holders: Wellington Management Group LLP, North Reef Capital Management LP and BlackRock, Inc.
Funds holding103+8 on Q1 2026
Shares they held6.7Mworth $214.6 million
Net bought on the quarter130,812 sharesabout $4.2 million at the funds' values
Funds buying to selling52 to 32opened or added, to cut or sold
Opened 14Added 38Held 22Trimmed 29Sold out 3
What each fund did in MYFW against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in MYFW in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 19 reported a position in First Western Financial Inc.: 0 opened one, 7 added, 2 trimmed and 1 sold out, a net 25,460 shares sold.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Strs Ohio | +7,700 | 29,300 | added | 13F |
| Cherry Creek Investment Advisors, Inc. | -2,000 | 49,939 | trimmed | 13F |
| Gamma Investing LLC | +92 | 203 | added | 13F |
| SJS Investment Consulting Inc. | +72 | 73 | added | 13F |
| Farther Finance Advisors, LLC | +50 | 66 | added | 13F |
| IFP Advisors, Inc | +8 | 54 | added | 13F |
| Sterling Capital Management LLC | -4 | 171 | trimmed | 13F |
| Harbor Capital Advisors, Inc. | +4 | 167 | added | 13F |
| True Wealth Design, LLC | +3 | 10 | added | 13F |
| SummerHaven Investment Management, LLC | -31,385 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 4 reported a position in First Western Financial Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 201,866 shares worth $6.5 million, 0.0% of its reported book. In the quarter, 3 funds added or opened a position and 1 trimmed or sold out; together they bought a net 72,967 shares, about $2.3 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 201,866 | $6.5 million | 0.0% | +22,824 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 57,358 | $1.8 million | 0.0% | +39,258 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 22,743 | $730,278 | 0.0% | +10,907 | added | 30 June 2026 | 13F |
| FMR LLC | 2,956 | $94,913 | 0.0% | -22 | trimmed | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Wellington Management Group LLP | 747,096 | 11.11% | $24.0 million | 0.00% | +226,767 | 13F |
| North Reef Capital Management LP | 742,630 | 11.04% | $23.8 million | 0.91% | +26,021 | 13F |
| BlackRock, Inc. | 542,706 | 8.07% | $17.4 million | 0.00% | +46,345 | 13F |
| Vanguard Capital Management LLC | 353,519 | 5.26% | $11.4 million | 0.00% | -310 | 13F |
| Banc Funds Co. LLC | 342,404 | 5.09% | $11.0 million | 1.82% | -6,000 | 13F |
| Dimensional Fund Advisors LP | 285,909 | 4.25% | $9.2 million | 0.00% | +24,175 | 13F |
| Algebris (uk) Ltd | 259,090 | 3.85% | $8.3 million | 0.55% | -84,959 | 13F |
| Mendon Capital Advisors Corp. | 215,815 | 3.21% | $6.9 million | 2.45% | -37,521 | 13F |
| Geode Capital Management, LLC | 201,866 | 3.00% | $6.5 million | 0.00% | +22,824 | 13F |
| Punch & Associates Investment Management, Inc. | 195,000 | 2.90% | $6.3 million | 0.31% | -53,195 | 13F |
| Curi Capital, LLC | 190,422 | 2.83% | $6.1 million | 0.10% | -6,634 | 13F |
| Tieton Capital Management, LLC | 187,274 | 2.79% | $6.0 million | 1.73% | -2,820 | 13F |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 170,824 | 2.54% | $5.5 million | 0.04% | +10,992 | 13F |
| Jacobs Asset Management, LLC | 140,000 | 2.08% | $4.5 million | 3.38% | -117,819 | 13F |
| State Street Corp. | 139,551 | 2.08% | $4.5 million | 0.00% | +10,232 | 13F |
| AllianceBernstein L.P. | 176,866 | 2.63% | $4.3 million | 0.00% | -30,063 | 13F |
| Acadian Asset Management LLC | 134,662 | 2.00% | $4.3 million | 0.01% | +30,984 | 13F |
| Hotchkis & Wiley Capital Management LLC | 123,858 | 1.84% | $4.0 million | 0.01% | -7,300 | 13F |
| First Western Trust Bank | 92,241 | 1.37% | $3.0 million | 0.14% | -5,990 | 13F |
| Bridgeway Capital Management, LLC | 80,940 | 1.20% | $2.6 million | 0.05% | -2,910 | 13F |
| Brevan Howard Capital Management LP | 75,000 | 1.12% | $2.4 million | 0.04% | -25,000 | 13F |
| Northern Trust Corp. | 66,764 | 0.99% | $2.1 million | 0.00% | +8,813 | 13F |
| Vanguard Portfolio Management LLC | 58,368 | 0.87% | $1.9 million | 0.00% | +9,850 | 13F |
| Renaissance Technologies LLC | 57,358 | 0.85% | $1.8 million | 0.00% | +39,258 | 13F |
| Qube Research & Technologies Ltd | 56,618 | 0.84% | $1.8 million | 0.00% | new | 13F |
| Rosenthal | Henry Capital Advisors, Inc. | 55,113 | 0.82% | $1.8 million | 1.55% | no change | 13F |
| Vanguard Fiduciary Trust Co. | 52,486 | 0.78% | $1.7 million | 0.00% | +1,356 | 13F |
| Cherry Creek Investment Advisors, Inc. | 51,939 | 0.77% | $1.7 million | 0.66% | no change | 13F |
| Sei Investments Co. | 49,449 | 0.74% | $1.6 million | 0.00% | -49,280 | 13F |
| Round Rock Advisors LLC | 47,431 | 0.71% | $1.5 million | 0.20% | no change | 13F |
| Sippican Capital Advisors | 46,475 | 0.69% | $1.5 million | 0.91% | no change | 13F |
| Biltmore Family Office, LLC | 45,316 | 0.67% | $1.5 million | 0.19% | no change | 13F |
| Goldman Sachs Group Inc. | 37,507 | 0.56% | $1.2 million | 0.00% | +3,736 | 13F |
| Trexquant Investment LP | 34,218 | 0.51% | $1.1 million | 0.01% | +22,856 | 13F |
| Empowered Funds, LLC | 33,558 | 0.50% | $1.1 million | 0.01% | -2,910 | 13F |
| Boothbay Fund Management, LLC | 32,935 | 0.49% | $1.1 million | 0.02% | -80,058 | 13F |
| UBS Group AG | 31,688 | 0.47% | $1.0 million | 0.00% | +2,828 | 13F |
| SummerHaven Investment Management, LLC | 31,385 | 0.47% | $1.0 million | 0.54% | no change | 13F |
| First Trust Advisors LP | 28,985 | 0.43% | $930,708 | 0.00% | +1,073 | 13F |
| AQR Capital Management LLC | 28,494 | 0.42% | $914,943 | 0.00% | +14,433 | 13F |
| CM Wealth Advisors LLC | 26,002 | 0.39% | $834,924 | 0.15% | new | 13F |
| Morgan Stanley | 25,484 | 0.38% | $818,292 | 0.00% | -1,919 | 13F |
| Raymond James Financial Inc. | 25,000 | 0.37% | $802,750 | 0.00% | no change | 13F |
| Nuveen, LLC | 24,272 | 0.36% | $779,374 | 0.00% | no change | 13F |
| Charles Schwab Investment Management Inc. | 23,943 | 0.36% | $768,810 | 0.00% | +3,243 | 13F |
| Lido Advisors, LLC | 23,080 | 0.34% | $741,099 | 0.00% | +10,001 | 13F |
| Bank of New York Mellon Corp | 22,906 | 0.34% | $735,511 | 0.00% | +3,748 | 13F |
| Two Sigma Investments, LP | 22,743 | 0.34% | $730,278 | 0.00% | +10,907 | 13F |
| Strs Ohio | 21,600 | 0.32% | $693,576 | 0.00% | no change | 13F |
| American Century Companies Inc. | 18,921 | 0.28% | $607,553 | 0.00% | +4,843 | 13F |
The 50 largest of the 103 funds that reported a position in MYFW in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 13 August 2026 | 13G/A | Wellington Management Group LLP and 7 others | 747,096 | 7.7% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 6 August 2026 | 13G/A | Wellington Management Group LLP and 7 others | 1.0 million | 10.5% | 31 July 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 15 May 2026 | 13G | Wellington Management Group LLP and 5 others | 520,329 | 5.3% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 17 February 2026 | 13G/A | North Reef Capital Management LP and 5 others | 685,954 | 7.1% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 17 February 2026 | 13G/A | Banc Fund IX L.P. and 7 others | 346,090 | 3.4% | 31 December 2025 | passive, under 20% (13d-1(c)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 28 August 2026 | 2 | $30.86 | SEC |
| 27 August 2026 | 548 | $30.74 | SEC |
| 25 August 2026 | 49 | $30.81 | SEC |
| 20 August 2026 | 270 | $31.30 | SEC |
| 12 August 2026 | 196 | $31.24 | SEC |
| 10 August 2026 | 2 | $31.34 | SEC |
| 6 August 2026 | 179 | $32.27 | SEC |
| 5 August 2026 | 250 | $32.30 | SEC |
| 3 August 2026 | 2 | $31.15 | SEC |
| 28 July 2026 | 110 | $30.77 | SEC |
| 23 July 2026 | 56 | $32.40 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.