Fund shareholders of First Western Financial Inc
ISIN US33751L1052 · United States · LEI 549300PPOGX4C7S66B47
- Fund shareholders
- 127
- Of which ETFs
- 22 105 other funds
- Value held
- 59.9M $
- Share of capital
- 19.4 % of 9.8M shares on Jul 29, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 259,432 | 8.3M $ | 0.00 % | 2.66 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 227,479 | 7.3M $ | 0.01 % | 2.33 % | as of Jun 30, 2026 ↗ |
| RMB Mendon Financial Services Fund RMB Investors Trust | 190,000 | 6.1M $ | 2.36 % | 1.95 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 92,532 | 2.9M $ | 0.01 % | 0.95 % | as of Jul 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 84,941 | 2.7M $ | 0.00 % | 0.87 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 82,823 | 2.7M $ | 0.02 % | 0.85 % | as of Jun 30, 2026 ↗ |
| DIAMOND HILL SMALL CAP FUND Diamond Hill Funds | 69,090 | 2.2M $ | 0.72 % | 0.71 % | as of Jun 30, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 45,514 | 1.4M $ | 0.01 % | 0.47 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 42,593 | 1.2M $ | 0.01 % | 0.44 % | as of May 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 42,430 | 1.3M $ | 0.01 % | 0.43 % | as of Jul 31, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 36,174 | 1.2M $ | 0.03 % | 0.37 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 34,666 | 1M $ | 0.00 % | 0.35 % | as of May 31, 2026 ↗ |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | 34,051 | 1.1M $ | 0.93 % | 0.35 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 32,429 | 1M $ | 0.00 % | 0.33 % | as of Jun 30, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 30,900 | 992.2K $ | 0.11 % | 0.32 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 29,935 | 932.5K $ | 0.01 % | 0.31 % | as of Jul 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 29,660 | 952.4K $ | 0.06 % | 0.30 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 29,332 | 913.7K $ | 0.00 % | 0.30 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 29,009 | 903.6K $ | 0.01 % | 0.30 % | as of Jul 31, 2026 ↗ |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 25,508 | 819.1K $ | 0.31 % | 0.26 % | as of Jun 30, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 23,761 | 740.2K $ | 0.01 % | 0.24 % | as of Jul 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 21,157 | 659K $ | 0.01 % | 0.22 % | as of Jul 31, 2026 ↗ |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 20,831 | 668.9K $ | 0.68 % | 0.21 % | as of Jun 30, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 20,667 | 643.8K $ | 0.05 % | 0.21 % | as of Jul 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 15,192 | 473.2K $ | 0.01 % | 0.16 % | as of Jul 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 14,480 | 465K $ | 0.02 % | 0.15 % | as of Jun 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 14,390 | 462.1K $ | 0.01 % | 0.15 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 12,849 | 374.8K $ | 0.00 % | 0.13 % | as of May 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 12,651 | 406.2K $ | 0.27 % | 0.13 % | as of Jun 30, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 12,500 | 401.4K $ | 0.03 % | 0.13 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 11,963 | 349K $ | 0.01 % | 0.12 % | as of May 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 11,790 | 378.6K $ | 0.02 % | 0.12 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 11,366 | 331.5K $ | 0.00 % | 0.12 % | as of May 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 11,240 | 350.1K $ | 0.00 % | 0.12 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 11,057 | 355K $ | 0.01 % | 0.11 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 11,035 | 343.7K $ | 0.01 % | 0.11 % | as of Jul 31, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 10,900 | 318K $ | 0.02 % | 0.11 % | as of May 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 10,088 | 314.2K $ | 0.00 % | 0.10 % | as of Jul 31, 2026 ↗ |
| AUER GROWTH Unified Series Trust | 10,000 | 291.7K $ | 0.37 % | 0.10 % | as of May 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 9,057 | 290.8K $ | 0.01 % | 0.09 % | as of Jun 30, 2026 ↗ |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 8,382 | 269.1K $ | 0.04 % | 0.09 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 8,157 | 254.1K $ | 0.00 % | 0.08 % | as of Jul 31, 2026 ↗ |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 7,300 | 234.4K $ | 0.04 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 6,264 | 201.1K $ | 0.04 % | 0.06 % | as of Jun 30, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,900 | 189.4K $ | 0.01 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 5,701 | 166.3K $ | 0.00 % | 0.06 % | as of May 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 5,270 | 164.2K $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 5,159 | 165.7K $ | 0.05 % | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 4,891 | 157.1K $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 4,599 | 147.7K $ | 0.01 % | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 4,255 | 136.6K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 4,143 | 129.1K $ | 0.01 % | 0.04 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 4,075 | 118.9K $ | 0.01 % | 0.04 % | as of May 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 4,010 | 128.8K $ | 0.01 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Acuitas Small Cap Active ETF Series Portfolios Trust | 3,457 | 111K $ | 0.12 % | 0.04 % | as of Jun 30, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 3,429 | 110.1K $ | 0.13 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 3,274 | 95.5K $ | 0.00 % | 0.03 % | as of May 31, 2026 ↗ |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 3,200 | 102.8K $ | 0.02 % | 0.03 % | as of Jun 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 3,200 | 102.8K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 3,029 | 88.4K $ | 0.01 % | 0.03 % | as of May 31, 2026 ↗ |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 3,020 | 97K $ | 0.04 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 2,975 | 95.5K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,912 | 84.9K $ | 0.01 % | 0.03 % | as of May 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,880 | 89.7K $ | 0.01 % | 0.03 % | as of Jul 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 2,803 | 90K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 2,786 | 86.8K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 2,720 | 87.3K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 2,572 | 82.6K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 2,559 | 82.2K $ | 0.02 % | 0.03 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 2,503 | 80.4K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 2,230 | 71.6K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 2,040 | 65.5K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 1,991 | 63.9K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,989 | 63.9K $ | 0.03 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 1,857 | 59.6K $ | 0.24 % | 0.02 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,828 | 58.7K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,800 | 52.5K $ | 0.00 % | 0.02 % | as of May 31, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,560 | 48.6K $ | 0.01 % | 0.02 % | as of Jul 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,372 | 44.1K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,352 | 43.4K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,323 | 42.5K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,310 | 42.1K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 1,249 | 40.1K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 1,236 | 36.1K $ | 0.01 % | 0.01 % | as of May 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,204 | 37.5K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,084 | 33.8K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 1,030 | 32.1K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 934 | 29.1K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 917 | 28.6K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 903 | 28.1K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 900 | 28K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 900 | 26.3K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 827 | 25.8K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 810 | 26K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 753 | 23.5K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 727 | 21.2K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 636 | 20.4K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 600 | 19.3K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 592 | 19K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 548 | 17.1K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| RMB Mendon Financial Services Fund RMB Investors Trust | 2.36 % | as of Jun 30, 2026 ↗ |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | 0.93 % | as of Jun 30, 2026 ↗ |
| DIAMOND HILL SMALL CAP FUND Diamond Hill Funds | 0.72 % | as of Jun 30, 2026 ↗ |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 0.68 % | as of Jun 30, 2026 ↗ |
| AUER GROWTH Unified Series Trust | 0.37 % | as of May 31, 2026 ↗ |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 0.31 % | as of Jun 30, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.27 % | as of Jun 30, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 0.24 % | as of Jun 30, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 0.13 % | as of Jun 30, 2026 ↗ |
| Acuitas Small Cap Active ETF Series Portfolios Trust | 0.12 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 127 | -5 | 1,893,023 | +3.7 % |
| 2026Q2 | 132 | +2 | 1,825,318 | +1.1 % |
| 2026Q1 | 130 | 0 | 1,805,769 | +2.3 % |
| 2025Q4 | 130 | +7 | 1,765,980 | +3.8 % |
| 2025Q3 | 123 | +1 | 1,700,836 | -1.8 % |
| 2025Q2 | 122 | +2 | 1,732,754 | -1.5 % |
| 2025Q1 | 120 | 0 | 1,758,789 | +5.0 % |
| 2024Q4 | 120 | +11 | 1,674,567 | +3.4 % |
| 2024Q3 | 109 | +4 | 1,619,155 | +1.0 % |
| 2024Q2 | 105 | -5 | 1,602,576 | -6.0 % |
| 2024Q1 | 110 | +3 | 1,704,774 | +1.3 % |
| 2023Q4 | 107 | 1,682,745 |
Institutional managers
90 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| North Reef Capital Management LP | 716,609 | 17.6M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 520,329 | 12.8M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 496,361 | 12.2M $ | as of Mar 31, 2026 |
| BANC FUNDS CO LLC | 348,404 | 8.6M $ | as of Mar 31, 2026 |
| ALGEBRIS (UK) LTD | 344,049 | 8.4M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 261,734 | 6.4M $ | as of Mar 31, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | 257,819 | 6.3M $ | as of Mar 31, 2026 |
| MENDON CAPITAL ADVISORS CORP | 253,336 | 6.2M $ | as of Mar 31, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 248,195 | 6.1M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 206,929 | 5.5M $ | as of Mar 31, 2026 |
| Curi Capital, LLC | 197,056 | 4.8M $ | as of Mar 31, 2026 |
| Tieton Capital Management, LLC | 190,094 | 4.7K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 179,042 | 4.4M $ | as of Mar 31, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 159,832 | 3.9M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 131,158 | 3.2M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 129,319 | 3.2M $ | as of Mar 31, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | 112,993 | 2.8M $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 103,678 | 2.5K $ | as of Mar 31, 2026 |
| Brevan Howard Capital Management LP | 100,000 | 2.5M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 98,729 | 2.4M $ | as of Mar 31, 2026 |
| First Western Trust Bank | 98,231 | 2.4M $ | as of Mar 31, 2026 |
| PMC FIG Opportunities LLC | 87,487 | 2.2M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 83,850 | 2.1M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 57,951 | 1.4M $ | as of Mar 31, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | 55,113 | 1.4M $ | as of Mar 31, 2026 |
Declared shareholders of First Western Financial Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Wellington Management Group LLP and 3 others | 7.70 % | 747,096 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of First Western Financial Inc". https://titelia.com/en/stocks/first-western-financial-inc-US33751L1052