Fund shareholders of First Western Financial Inc
ISIN US33751L1052 · United States · LEI 549300PPOGX4C7S66B47
- Fund shareholders
- 132
- Of which ETFs
- 23 109 other funds
- Value held
- 46.4M $
- Share of capital
- 18.7 % of 9.8M shares on Jul 29, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 549 | 13.5K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 548 | 15.5K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 525 | 12.9K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 516 | 12.7K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 514 | 13K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 514 | 13K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 421 | 10.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 385 | 9.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 359 | 9.1K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 337 | 8.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 321 | 7.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 320 | 8.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 305 | 7.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 300 | 7.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 236 | 5.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 219 | 6.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 170 | 4.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 167 | 4.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 163 | 4.6K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 141 | 3.6K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 94 | 2.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 42 | 1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 28 | 688.2 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 21 | 516.2 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 19 | 467 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 15 | 424.7 $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 14 | 344.1 $ | 0.00 % | as of Mar 31, 2026 ↗ | |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 12 | 295 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 8 | 226.5 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 8 | 202.3 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 3 | 75.9 $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 2 | 49.2 $ | 0.00 % | 0.00 % | as of Mar 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 | 2.13 % | as of Mar 31, 2026 ↗ |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | 0.93 % | as of Mar 31, 2026 ↗ |
| DIAMOND HILL SMALL CAP FUND Diamond Hill Funds | 0.74 % | as of Mar 31, 2026 ↗ |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 0.60 % | as of Mar 31, 2026 ↗ |
| AUER GROWTH Unified Series Trust | 0.35 % | as of Feb 28, 2026 ↗ |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 0.27 % | as of Mar 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.25 % | as of Mar 31, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 0.24 % | as of Mar 31, 2026 ↗ |
| Acuitas Small Cap Active ETF Series Portfolios Trust | 0.12 % | as of Mar 31, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 0.12 % | as of Mar 31, 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 |
|---|---|---|---|---|
| 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 2 others | 5.30 % | 520,329 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
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