FIRST WESTERN FINANCIAL INC (MYFW) Institutional Ownership and Insiders Activity
FIRST WESTERN FINANCIAL INC (MYFW) is widely held by institutional investors, with 102 firms reporting positions valued at approximately $206.87M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Wellington Management Group Llp is the largest disclosed holder, reporting approximately $23.99M in MYFW holdings in its latest filing.
Recent insider activity includes 1 tracked Form 4 transaction over the last three months, reflecting ongoing executive and director trading activity.
Institutional Holders
102
Total Reported Value
$206.87M
Largest Holder
Wellington Management Group Llp
Largest Position
$23.99M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
17
Funds Exiting Positions
7
Top Institutional Owners
View allInvestorReported Balance
- Wellington Management Group Llp$23.99M
- North Reef Capital Management Lp$23.85M
- Blackrock, Inc.$17.43M
- Vanguard Capital Management Llc$11.35M
- Banc Funds Co Llc$10.99M
Related MYFW Institutional Insights:
- MYFW 13F Institutional Holders
- MYFW Superinvestors
- MYFW Institutional Ownership Changes
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- MYFW Insider Trading & SEC Form 4 Activity
- MYFW Articles
- Top Institutional Investor Stock Rankings