FIRST WESTERN FINANCIAL INC

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

MYFW (FIRST WESTERN FINANCIAL INC) is held by 63 institutional investors as of Q2 2026. Largest holders: WELLINGTON MANAGEMENT GROUP LLP ($24M), BlackRock, Inc. ($17.4M), VANGUARD CAPITAL MANAGEMENT LLC ($11.4M). Net institutional sentiment: Bullish.

63

Holders

(5 Elite)

$119M

Total Value

71% (56)

Consensus

40 buying - 16 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)52

Insider (Form 4)31

Activist (13D/13G)29

Congressional (STOCK Act)40

Holder Quality

12

★★★★★

Elite

66

★★★★

Strong

20

★★★

Solid

58

★★

Below

83

★

Weak

Held by 63 funds

5 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders Sep 2, 2026 · Activists Aug 13, 2026 · Congress none

InsiderWCWylie Scott CSell $306KAug 31, 2026

ActivistWellington Management Group LLP7.7%Aug 13, 2026

ActivistWellington Management Group LLP10.5%Aug 6, 2026

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Top Holders

Top Holders (63)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WELLINGTON MANAGEMENT GROUP LLP	Increased	747,096(+43.6%)	$24M	0.0%	+9.88%	39
BlackRock, Inc.	Increased	542,706(+9.3%)	$17.4M	0.0%	+43.20%	31
VAVANGUARD CAPITAL MANAGEMENT LLC	Decreased	353,519(-0.1%)	$11.4M	0.0%	+20.83%	0
DIMENSIONAL FUND ADVISORS LP	Increased	285,909(+9.2%)	$9.2M	0.0%	+27.56%	30
GEODE CAPITAL MANAGEMENT, LLC	Increased	201,866(+12.8%)	$6.5M	0.0%	+26.06%	31
Diamond Hill Capital Management, LLC (Investment Advisor)	Increased	170,824(+6.9%)	$5.5M	0.0%	+40.01%	29
STATE STREET CORP	Increased	139,551(+7.9%)	$4.5M	0.0%	+22.10%	29
ALLIANCEBERNSTEIN L.P.	Decreased	176,866(-14.5%)	$4.3M	0.0%	+15.56%	0
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	Decreased	123,858(-5.6%)	$4M	0.0%	+28.94%	0
Brevan Howard Capital Management LP	Decreased	75,000(-25.0%)	$2.4M	0.0%	+13.79%	0
NORTHERN TRUST CORP	Increased	66,764(+15.2%)	$2.1M	0.0%	+15.42%	30
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	58,368(+20.3%)	$1.9M	0.0%	+14.89%	31
RENAISSANCE TECHNOLOGIES LLC	Increased	57,358(+216.9%)	$1.8M	0.0%	+2.07%	42
Qube Research & Technologies Ltd	New	56,618	$1.8M	0.0%	-7.51%	36
VFVANGUARD FIDUCIARY TRUST CO	Increased	52,486(+2.6%)	$1.7M	0.0%	+19.88%	26
SEI INVESTMENTS CO	Decreased	49,449(-49.9%)	$1.6M	0.0%	+15.68%	0
GOLDMAN SACHS GROUP INC	Increased	37,507(+11.1%)	$1.2M	0.0%	+45.17%	28
Trexquant Investment LP	Increased	34,218(+201.2%)	$1.1M	0.0%	+1.13%	41
Empowered Funds, LLC	Decreased	33,558(-8.0%)	$1.1M	0.0%	+45.26%	0
UBS Group AG	Increased	31,688(+9.8%)	$1M	0.0%	+21.05%	28

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MYFWFIRST WESTERN FINANCIAL INC

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer