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First Western Financial Inc (MYFW)

CUSIP: 33751L105 | NYSE | Financial Services · Banks - Regional | Micro Cap | 196 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AWellington Management Group LLP1,026,67710.5%+279,581Jul 31, 2026747,096 sh (Jun 30, 2026)
13G/AWellington Management Group LLP1,026,677
10.5% of class · Jul 31, 2026+279,581
747,096 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP315,773
0.0% of portfolio›$9.5M
Rosenthal | Henry Capital Advisors, Inc.55,113
1.5% of portfolio›$1.7M
Cherry Creek Investment Advisors, Inc.49,939
0.6% of portfolio›$1.5M
Sippican Capital Advisors46,475
0.9% of portfolio›$1.4M
Biltmore Family Office, LLC45,316
0.2% of portfolio›$1.4M
Strs Ohio29,300
0.0% of portfolio›$878.7K
Lido Advisors, LLC23,077
0.0% of portfolio›$692.1K
Bank of New York Mellon Corp22,913
0.0% of portfolio›$687.2K
Wavvest Wealth LLC16,704
0.4% of portfolio›$501.0K
Barclays PLC12,312
0.0% of portfolio›$369.2K
Elco Management Co., LLC11,388
0.2% of portfolio›$341.5K
Concurrent Investment Advisors, LLC9,373
0.0% of portfolio›$281.1K
Citigroup Inc3,488
0.0% of portfolio›$104.6K
State of Alaska, Department of Revenue696
0.0% of portfolio›$20
Gamma Investing LLC203
0.0% of portfolio›$6.1K
Sterling Capital Management LLC171
0.0% of portfolio›$5.1K
Harbor Capital Advisors, Inc.167
0.0% of portfolio›$5.0K
Allworth Financial LP83
0.0% of portfolio›$2.7K
SJS Investment Consulting Inc.73
0.0% of portfolio›$2.2K
EverSource Wealth Advisors, LLC72
0.0% of portfolio›$2.2K
Farther Finance Advisors, LLC66
0.0% of portfolio›$2.0K
IFP Advisors, Inc54
0.0% of portfolio›$1.6K
Essential Partners LLC27
0.0% of portfolio›$810
PNC Financial Services Group, Inc.20
0.0% of portfolio›$600
Root Financial Partners, LLC20
0.0% of portfolio›$600
Versant Capital Management, Inc12
0.0% of portfolio›$360
True Wealth Design, LLC10
0.0% of portfolio›$300
Nisa Investment Advisors, LLC10
0.0% of portfolio›$300
Clearstead Advisors, LLC1
0.0% of portfolio›$30
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
315,773$9.5M0.0%IndexLowAustin, TX2026-11-04
Rosenthal | Henry Capital Advisors, Inc.
55,113$1.7M1.5%Deep ValueLowMishawaka, IN2026-10-27
Cherry Creek Investment Advisors, Inc.
49,939$1.5M0.6%GrowthLowEnglewood, CO2026-10-14
Sippican Capital Advisors
46,475$1.4M0.9%ValueLowBoston, MA2026-10-23
Biltmore Family Office, LLC
45,316$1.4M0.2%GrowthLowCharlotte, NC2026-11-03
Strs Ohio
29,300$878.7K0.0%CoreMediumColumbus, OH2026-10-30
Lido Advisors, LLC
23,077$692.1K0.0%GrowthLowLos Angeles, CA2026-11-04
Bank of New York Mellon Corp
22,913$687.2K0.0%CoreLowNew York, NY2026-11-05
Wavvest Wealth LLC
16,704$501.0K0.4%ETFN/AChicago, IL2026-10-21
Barclays PLC
12,312$369.2K0.0%CoreMediumLondon, United Kingdom2026-11-06
Elco Management Co., LLC
11,388$341.5K0.2%CoreLowNew York, NY2026-10-14
Concurrent Investment Advisors, LLC
9,373$281.1K0.0%GrowthMediumTampa, FL2026-10-16
Citigroup Inc
3,488$104.6K0.0%CoreMediumNew York, NY2026-11-04
State of Alaska, Department of Revenue
696$200.0%CoreVery LowJuneau, AK2026-10-15
Gamma Investing LLC
203$6.1K0.0%IndexVery LowFoster City, CA2026-10-08
Sterling Capital Management LLC
171$5.1K0.0%GARPMediumCharlotte, NC2026-10-22
Harbor Capital Advisors, Inc.
167$5.0K0.0%ValueHighChicago, IL2026-10-22
Allworth Financial LP
83$2.7K0.0%IndexLowFolsom, CA2026-11-06
SJS Investment Consulting Inc.
73$2.2K0.0%ETFVery LowSylvania, OH2026-10-26
EverSource Wealth Advisors, LLC
72$2.2K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
66$2.0K0.0%IndexLowSan Francisco, CA2026-10-08
IFP Advisors, Inc
54$1.6K0.0%GrowthLowTampa, FL2026-10-16
Essential Partners LLC
27$8100.0%ValueMediumRancho Santa Fe, CA2026-10-14
PNC Financial Services Group, Inc.
20$6000.0%GrowthVery LowPittsburgh, PA2026-11-06
Root Financial Partners, LLC
20$6000.0%ETFMediumEncinitas, CA2026-10-21
Versant Capital Management, Inc
12$3600.0%GARPLowPhoenix, AZ2026-10-02
True Wealth Design, LLC
10$3000.0%ETFMediumAkron, OH2026-10-13
Nisa Investment Advisors, LLC
10$3000.0%IndexVery LowSt. Louis, MO2026-10-20
Clearstead Advisors, LLC
1$300.0%ETFLowCleveland, OH2026-11-06