FIRST WESTERN FINANCIAL INC

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MYFW·33751L105·US·equity·Financial Services - Banks - Regional-13D/G

MYFW (FIRST WESTERN FINANCIAL INC) is held by 53 institutional investors as of Q1 2026. Largest holders: WELLINGTON MANAGEMENT GROUP LLP ($12.8M), BlackRock, Inc. ($12.2M), DIMENSIONAL FUND ADVISORS LP ($6.4M). Net institutional sentiment: Mixed.

53

Holders

Avg rating(4 Elite)

$69.1M

Total Value

46% (55)

Fund Consensus

21 buying - 25 selling

Smart Money Verdict

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43Weak MomentumSplit Signals

Institutional (13F)52

Insider (Form 4)25

Activist (13D/13G)50

Congressional (STOCK Act)

No data

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See how MYFW's score breaks down across 4 SEC sources

Holder Quality

4

★★★★★

Elite

18

★★★★

Strong

15

★★★

Solid

15

★★

Below

3

★

Weak

Held by 53 funds

4 elite

Who's Trading

ActivistWellington Management Group LLP5.3%May 15, 2026

InsiderWCWylie Scott CSell $215KMay 5, 2026

InsiderWCWylie Scott CTax 1K shMay 4, 2026

InsiderCACourkamp Julie ATax 417 shMay 4, 2026

InsiderCCCassell Matthew C.Tax 36 shMay 4, 2026

ActivistNRNorth Reef Capital Management LP7.1%Feb 17, 2026

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13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (53)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WELLINGTON MANAGEMENT GROUP LLP	Increased	520,329(+114.4%)	$12.8M	0.0%	+14.00%	45
BlackRock, Inc.	Decreased	496,361(-1.5%)	$12.2M	0.0%	+46.17%	0
DIMENSIONAL FUND ADVISORS LP	Increased	261,734(+2.5%)	$6.4M	0.0%	+39.77%	28
ALLIANCEBERNSTEIN L.P.	Increased	206,929(+1.4%)	$5.5M	0.0%	+8.78%	27
GEODE CAPITAL MANAGEMENT, LLC	Decreased	179,042(-0.7%)	$4.4M	0.0%	+22.49%	0
DIAMOND HILL CAPITAL MANAGEMENT INC	Increased	159,832(+0.8%)	$3.9M	0.0%	+39.06%	27
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	Increased	131,158(+0.3%)	$3.2M	0.0%	+23.75%	26
STATE STREET CORP	Increased	129,319(+0.7%)	$3.2M	0.0%	+38.53%	27
Brevan Howard Capital Management LP	Increased	100,000(+46.6%)	$2.5M	0.0%	+10.74%	36
SEI INVESTMENTS CO	Increased	98,729(+103.7%)	$2.4M	0.0%	+11.20%	42
NORTHERN TRUST CORP	Increased	57,951(+4.4%)	$1.4M	0.0%	+12.23%	27
Empowered Funds, LLC	Increased	36,468(+9.4%)	$896,383	0.0%	+38.78%	27
GOLDMAN SACHS GROUP INC	Increased	33,771(+21.1%)	$830,091	0.0%	+35.19%	30
UBS Group AG	Increased	28,860(+432.8%)	$709,379	0.0%	+16.72%	40
FIRST TRUST ADVISORS LP	Decreased	27,912(-0.8%)	$686,076	0.0%	+23.79%	0
MORGAN STANLEY	Decreased	27,403(-22.4%)	$673,566	0.0%	+37.74%	0
RAYMOND JAMES FINANCIAL INC	Unchanged	25,000	$614,500	0.0%	+47.04%	0
Nuveen, LLC	Increased	24,272(+0.7%)	$596,606	0.0%	+43.95%	24
STRS OHIO	Unchanged	21,600	$530,928	0.0%	+69.18%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	20,700(-8.5%)	$508,806	0.0%	+7.63%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer