First Western Financial Inc (Nasdaq: MYFW), an SEC filer in State Commercial Banks, closed at $30.73, -0.4%, on 2026-08-28, with a market cap of $301M as of 2026-08-27, a trailing P/E of 23.0, a return on equity of 5.1%, a net margin of 13.6% and 3-year sales growth of -3.5%. Institutional ownership, earnings history and filed financials are on the tabs below.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | North Reef Capital Management LP | 716,609716,609 | $18M | 7.36% | ADD 4% |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | 520,329520,329 | $13M | 5.34% | ADD 114% |
| 3 | BlackRock, Inc. | 496,361496,361 | $12M | 5.10% | — |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 353,829353,829 | $9M | 3.63% | NEW† |
| 5 | BANC FUNDS CO LLC | 348,404348,404 | $9M | 3.58% | — |
| 6 | ALGEBRIS (UK) LTD | 344,049344,049 | $8M | 3.53% | — |
| 7 | DIMENSIONAL FUND ADVISORS LP | 261,734261,734 | $6M | 2.69% | ADD 3% |
| 8 | JACOBS ASSET MANAGEMENT, LLC | 257,819257,819 | $6M | 2.65% | TRIM -4% |
| 9 | MENDON CAPITAL ADVISORS CORP | 253,336253,336 | $6M | 2.60% | — |
| 10 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 248,195248,195 | $6M | 2.55% | TRIM -8% |
† NEW this big is usually a rename.
Ranked by each filer’s own reported value, not shares.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | +353,829 | $9M | OPEN |
| WELLINGTON MANAGEMENT GROUP LLP | +277,649 | $7M | ADD |
| VANGUARD FIDUCIARY TRUST CO | +51,130 | $1M | OPEN |
| SEI INVESTMENTS CO | +50,268 | $1M | ADD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +48,518 | $1M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD GROUP INC | −455,597 | $11M | CLOSE |
| MARSHALL WACE, LLP | −47,873 | $1M | CLOSE |
| LEVIN CAPITAL STRATEGIES, L.P. | −43,432 | $1M | CLOSE |
| BOOTHBAY FUND MANAGEMENT, LLC | −42,184 | $1M | TRIM |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | −22,750 | $559,195 | TRIM |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| North Reef Capital Management LP | 312K | 379K | 546K | 618K | 686K | 717K | $18M |
| WELLINGTON MANAGEMENT GROUP LLP | — | — | — | 111K | 243K | 520K | $13M |
| BlackRock, Inc. | 548K | 519K | 508K | 495K | 504K | 496K | $12M |
| VANGUARD CAPITAL MANAGEMENT LLC | — | — | — | — | — | 354K | $9M |
| BANC FUNDS CO LLC | 636K | 636K | 491K | 415K | 346K | 348K | $9M |
| ALGEBRIS (UK) LTD | — | — | — | 315K | 341K | 344K | $8M |
| DIMENSIONAL FUND ADVISORS LP | 193K | 201K | 237K | 250K | 255K | 262K | $6M |
| JACOBS ASSET MANAGEMENT, LLC | 312K | 325K | 340K | 315K | 268K | 258K | $6M |
| MENDON CAPITAL ADVISORS CORP | 258K | 257K | 281K | 253K | 253K | 253K | $6M |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 355K | 210K | 315K | 312K | 271K | 248K | $6M |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Breaks = no 13F that quarter.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
| Holder | % of class | Type | As of | |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 10.5% | QII | 2026-07-31 | SEC → |
SEC Schedule 13D/G XML · group aggregate.
