Grundläggande statistik
| Institutionella aktier (lång) | 7 012 170 - 72,08% (ex 13D/G) - change of −0,45MM shares −6,00% MRQ |
| Institutionellt värde (lång) | $ 168 426 USD ($1000) |
Institutionellt ägande och aktieägare
First Western Financial, Inc. (DE:33Q) har 94 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 7,012,170 aktier. Största aktieägare inkluderar North Reef Capital Management LP, Wellington Management Group Llp, BlackRock, Inc., Vanguard Group Inc, Vanguard Capital Management Llc, Banc Funds Co Llc, Algebris (uk) Ltd, Dimensional Fund Advisors Lp, Jacobs Asset Management, Llc, and Mendon Capital Advisors Corp .
First Western Financial, Inc. (DB:33Q) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of May 25, 2026 is 22,80 / share. Previously, on May 27, 2025, the share price was 18,50 / share. This represents an increase of 23,24% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
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13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 13F | Dimensional Fund Advisors Lp | 261 734 | 2,52 | 6 434 | −5,99 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 10 030 | 0,73 | 247 | −7,52 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 89 | −80,04 | 2 | −84,62 | ||||
| 2026-05-15 | 13F | Boothbay Fund Management, Llc | 112 993 | −27,18 | 2 777 | −33,25 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 36 468 | 9,40 | 896 | 0,34 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 18 100 | −55,64 | 445 | −59,38 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 197 | −39,94 | 5 | −50,00 | ||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 353 829 | 8 697 | ||||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 20 700 | −8,48 | 509 | −16,17 | ||||
| 2026-05-15 | 13F | State Street Corp | 129 319 | 0,71 | 3 179 | −7,67 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 17 | 112,50 | 0 | |||||
| 2026-05-15 | 13F | Optiver Holding B.V. | 78 | −45,07 | 2 | −66,67 | ||||
| 2026-05-15 | 13F | Mendon Capital Advisors Corp | 253 336 | 0,00 | 6 227 | −8,32 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 455 597 | 6,59 | 12 215 | 24,11 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 3 | 0 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 12 | 0,00 | 0 | |||||
| 2026-05-05 | 13F | UBS Group AG | 28 860 | 432,77 | 709 | 388,97 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 197 056 | 0,00 | 4 844 | −8,33 | ||||
| 2026-05-15 | 13F | Geode Capital Management, Llc | 179 042 | −0,65 | 4 402 | −8,92 | ||||
| 2026-05-08 | 13F | Amalgamated Bank | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Trexquant Investment LP | 11 362 | −47,99 | 279 | −52,31 | ||||
| 2026-05-08 | 13F | Vanguard Portfolio Management Llc | 48 518 | 1 193 | ||||||
| 2026-05-14 | 13F | MetLife Investment Management, LLC | 4 620 | 0,00 | 114 | −8,13 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 592 | 0,00 | 15 | −6,67 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 20 | −13,04 | 0 | |||||
| 2026-05-14 | 13F | Northern Trust Corp | 57 951 | 4,43 | 1 424 | −4,24 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 7 198 | −4,23 | 177 | −12,44 | ||||
| 2026-05-13 | 13F | Levin Capital Strategies, L.p. | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Acadian Asset Management Llc | 103 678 | 0,00 | 3 | 0,00 | ||||
| 2026-05-08 | 13F | Legal & General Group Plc | 751 | −7,28 | 18 | −14,29 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 402 | 113,83 | 10 | 80,00 | ||||
| 2026-04-29 | 13F | Police & Firemen's Retirement System of New Jersey | 2 794 | 0,00 | 69 | −8,11 | ||||
| 2026-05-13 | 13F | Algebris (uk) Ltd | 344 049 | 0,95 | 8 443 | −7,65 | ||||
| 2026-05-15 | 13F | Wellington Management Group Llp | 520 329 | 114,41 | 12 790 | 96,57 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 111 | 20,65 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 19 000 | 0,00 | 467 | −8,25 | ||||
| 2026-05-08 | 13F | Vanguard Fiduciary Trust Co This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 51 130 | 1 257 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 5 | 25,00 | 0 | |||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 11 836 | −61,52 | 291 | −64,81 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 206 929 | 1,42 | 5 548 | 1,43 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 9 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Brevan Howard Capital Management LP | 100 000 | 46,62 | 2 458 | 34,46 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 19 158 | −5,90 | 471 | −13,76 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 496 361 | −1,47 | 12 201 | −9,67 | ||||
| 2026-04-23 | 13F | Sippican Capital Advisors | 46 475 | −2,82 | 1 142 | −10,92 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 47 431 | 15,46 | 1 166 | 5,81 | ||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 10 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | State of Alaska, Department of Revenue | 696 | 46,22 | 0 | |||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 45 316 | 0,00 | 1 114 | −8,32 | ||||
| 2026-05-14 | 13F | Arrowstreet Capital, Limited Partnership | 8 423 | −16,65 | 207 | −23,33 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 9 | 0,00 | 0 | |||||
| 2026-05-06 | 13F | New York State Common Retirement Fund | 1 068 | 0,00 | 26 | −7,14 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-15 | 13F | Punch & Associates Investment Management, Inc. | 248 195 | −8,40 | 6 101 | −16,02 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 841 | 0,00 | 21 | −9,09 | ||||
| 2026-05-15 | 13F | Bridgeway Capital Management Inc | 83 850 | 3,88 | 2 061 | −4,76 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 4 | 0 | ||||||
| 2026-04-23 | 13F | ELCO Management Co., LLC | 14 746 | 0,00 | 362 | −8,35 | ||||
| 2026-05-07 | 13F | Diamond Hill Capital Management Inc | 159 832 | 0,75 | 3 929 | −7,64 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 50 | 4,17 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 12 053 | 10,83 | 296 | 1,72 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 13 079 | −6,08 | 321 | 0,31 | ||||
| 2026-05-15 | 13F | PMC FIG Opportunities LLC | 87 487 | −18,36 | 2 150 | −25,17 | ||||
| 2026-04-24 | 13F | SummerHaven Investment Management, LLC | 31 385 | −11,72 | 771 | −19,10 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 719 | 4,66 | 18 | |||||
| 2026-02-05 | 13F | Northwestern Mutual Wealth Management Co | 76 048 | 36 113,33 | 3 701 | 92 400,00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 3 365 | −19,46 | 83 | −25,89 | ||||
| 2026-04-29 | 13F | R Squared Ltd | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Fmr Llc | 2 978 | −10,65 | 73 | −17,98 | ||||
| 2026-05-15 | 13F | California State Teachers Retirement System | 448 | −11,98 | 11 | −15,38 | ||||
| 2026-04-28 | 13F | Harbor Capital Advisors, Inc. | 163 | 32,52 | 0 | |||||
| 2026-05-15 | 13F | American Century Companies Inc | 14 078 | 0,00 | 346 | −8,22 | ||||
| 2026-04-24 | 13F | Strs Ohio | 21 600 | 0,00 | 531 | −8,46 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 27 912 | −0,79 | 686 | −9,02 | ||||
| 2026-05-08 | 13F | Tieton Capital Management, LLC | 190 094 | 3,53 | 5 | 0,00 | ||||
| 2026-05-08 | 13F | Los Angeles Capital Management Llc | 6 754 | −58,80 | 166 | −55,26 | ||||
| 2026-04-24 | 13F | John W. Rosenthal Capital Management, Inc. | 55 113 | 0,00 | 1 355 | −8,33 | ||||
| 2026-05-12 | 13F | First Western Trust Bank | 98 231 | 7,38 | 2 415 | −1,55 | ||||
| 2026-05-14 | 13F | Banc Funds Co Llc | 348 404 | 0,67 | 8 564 | −7,71 | ||||
| 2026-02-13 | 13F | Victory Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 27 403 | −22,39 | 674 | −28,86 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 25 000 | 0,00 | 614 | −8,36 | ||||
| 2026-05-14 | 13F | Permanent Capital Management, LP | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 4 136 | −61,00 | 102 | −64,44 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 24 272 | 0,71 | 597 | −7,74 | ||||
| 2026-05-15 | 13F | Hotchkis & Wiley Capital Management Llc | 131 158 | 0,28 | 3 224 | −8,07 | ||||
| 2026-05-15 | 13F | Jacobs Asset Management, Llc | 257 819 | −3,71 | 6 337 | −11,72 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 1 751 | −4,05 | 43 | −10,42 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 14 061 | 6,39 | 346 | −2,54 | ||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3 931 | 2,66 | 97 | −5,88 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 33 771 | 21,10 | 830 | 11,11 | ||||
| 2026-02-06 | 13F | Covestor Ltd | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Sei Investments Co | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 6 | 20,00 | 0 | |||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 2 689 | 66 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 1 166 | 180,29 | 29 | 154,55 | ||||
| 2026-02-13 | 13F | Barclays Plc | 21 788 | 6,06 | 584 | 23,47 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 160 | 0,00 | 4 | −25,00 | ||||
| 2026-04-30 | 13F | Cherry Creek Investment Advisors, Inc. | 51 939 | 0,00 | 1 277 | −8,33 | ||||
| 2026-05-12 | 13F | Persistent Asset Partners Ltd | 34 520 | −8,34 | 849 | −15,96 | ||||
| 2026-02-17 | 13F | Jump Financial, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | North Reef Capital Management LP | 716 609 | 4,47 | 17 614 | −4,22 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 1 | 0,00 | 0 |
Other Listings
| US:MYFW | 28,85 US$ |
