FIRST WESTN FINL INC MYFW
COM · Common Stock · CUSIP 33751L105
- SectorFinancials
- IndustryState Commercial Banks
- HeadquartersDenver, CO
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.4m this quarter). Holder counts are more reliable. Shares outstanding: 9.8m as of 2026-07-29, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $31.91.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 64 |
| Q4 2022 | 63 |
| Q1 2023 | 61 |
| Q2 2023 | 60 |
| Q3 2023 | 59 |
| Q4 2023 | 61 |
| Q1 2024 | 58 |
| Q2 2024 | 65 |
| Q3 2024 | 72 |
| Q4 2024 | 68 |
| Q1 2025 | 72 |
| Q2 2025 | 84 |
| Q3 2025 | 92 |
| Q4 2025 | 94 |
| Q1 2026 | 95 |
| Q2 2026 | 104 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 39 | 20 |
| Q4 2024 | 36 | 20 |
| Q1 2025 | 29 | 25 |
| Q2 2025 | 50 | 22 |
| Q3 2025 | 48 | 38 |
| Q4 2025 | 36 | 38 |
| Q1 2026 | 38 | 37 |
| Q2 2026 | 53 | 34 |
Biggest buyers
| WELLINGTON MANAGEMENT GROUP LLP | Added | +226.8k |
| Qube Research & Technologies Ltd | New | +56.6k |
| BlackRock, Inc. | Added | +46.3k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +39.3k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +31.0k |
| North Reef Capital Management LP | Added | +26.0k |
| CM WEALTH ADVISORS LLC | New | +26.0k |
| DIMENSIONAL FUND ADVISORS LP | Added | +24.2k |
| Trexquant Investment LP | Added | +22.9k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +22.8k |
Biggest sellers
| JACOBS ASSET MANAGEMENT, LLC | Reduced | -117.8k |
| ALGEBRIS (UK) LTD | Reduced | -85.0k |
| BOOTHBAY FUND MANAGEMENT, LLC | Reduced | -80.1k |
| PMC FIG Opportunities LLC | Reduced | -70.4k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | Reduced | -53.2k |
| SEI INVESTMENTS CO | Reduced | -49.3k |
| MENDON CAPITAL ADVISORS CORP | Reduced | -37.5k |
| Persistent Asset Partners Ltd | Sold out | -34.5k |
| ALLIANCEBERNSTEIN L.P. | Reduced | -30.1k |
| Brevan Howard Capital Management LP | Reduced | -25.0k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| WELLINGTON MANAGEMENT GROUP LLP 13G · institution -2.8 pts · filed 2026-08-13 | 7.7% |
| North Reef Capital Management LP 13G · institution filed 2026-02-17 | 7.1% |
Fell to 5% or below in the last year: BANC FUNDS CO LLC (3.4%, 2026-02-17)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $252.1k | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $212.7k | — |
| Q3 2025 | 0 | — | 1 | $118.0k | — |
| Q4 2025 | 0 | — | 4 | $694.3k | — |
| Q1 2026 | 0 | — | 2 | $522.6k | — |
| Q2 2026 | 0 | — | 1 | $427.8k | — |
| Q3 2026 | 0 | — | 1 | $305.5k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-31 | Wylie Scott C CHAIRMAN, CEO AND PRESIDENT, director | Sold | $305.5k10.0k shares |
| 2026-05-22 | Wylie Scott C CHAIRMAN, CEO AND PRESIDENT, director | Sold | $181.7k6.4k shares |
| 2026-05-20 | Wylie Scott C CHAIRMAN, CEO AND PRESIDENT, director | Sold | $30.9k1.1k shares |
| 2026-05-05 | Wylie Scott C CHAIRMAN, CEO AND PRESIDENT, director | Sold | $215.2k7.5k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 747.1k $24.0m | Added +226.8k |
| North Reef Capital Management LP 0.91% of their portfolio | 742.6k $23.8m | Added +26.0k |
| BlackRock, Inc. 0.00% of their portfolio | 542.7k $17.4m | Added +46.3k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 353.5k $11.4m | Reduced -310 |
| BANC FUNDS CO LLC 1.82% of their portfolio | 342.4k $11.0m | Reduced -6.0k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 285.9k $9.2m | Added +24.2k |
| ALGEBRIS (UK) LTD 0.55% of their portfolio | 259.1k $8.3m | Reduced -85.0k |
| MENDON CAPITAL ADVISORS CORP 2.45% of their portfolio | 215.8k $6.9m | Reduced -37.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 201.9k $6.5m | Added +22.8k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.31% of their portfolio | 195.0k $6.3m | Reduced -53.2k |
| Curi Capital, LLC 0.09% of their portfolio | 190.4k $6.1m | Reduced -6.6k |
| Tieton Capital Management, LLC 1.73% of their portfolio | 187.3k $6.0m | Reduced -2.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 176.9k $4.3m | Reduced -30.1k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.04% of their portfolio | 170.8k $5.5m | Added +11.0k |
| JACOBS ASSET MANAGEMENT, LLC 3.38% of their portfolio | 140.0k $4.5m | Reduced -117.8k |
| STATE STREET CORP 0.00% of their portfolio | 139.6k $4.5m | Added +10.2k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 134.7k $4.3m | Added +31.0k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 123.9k $4.0m | Reduced -7.3k |
| First Western Trust Bank 0.14% of their portfolio | 92.2k $3.0m | Reduced -6.0k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 80.9k $2.6m | Reduced -2.9k |
| Brevan Howard Capital Management LP 0.03% of their portfolio | 75.0k $2.4m | Reduced -25.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 66.8k $2.1m | Added +8.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 58.4k $1.9m | Added +9.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 57.4k $1.8m | Added +39.3k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 56.6k $1.8m | New |
| Rosenthal | Henry Capital Advisors, Inc. 1.55% of their portfolio | 55.1k $1.8m | Unchanged |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 52.5k $1.7m | Added +1.4k |
| Cherry Creek Investment Advisors, Inc. 0.66% of their portfolio | 51.9k $1.7m | Unchanged |
| SEI INVESTMENTS CO 0.00% of their portfolio | 49.4k $1.6m | Reduced -49.3k |
| Round Rock Advisors LLC 0.20% of their portfolio | 47.4k $1.5m | Unchanged |
| Sippican Capital Advisors 0.91% of their portfolio | 46.5k $1.5m | Unchanged |
| Biltmore Family Office, LLC 0.19% of their portfolio | 45.3k $1.5m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 37.5k $1.2m | Added +3.7k |
| Trexquant Investment LP 0.01% of their portfolio | 34.2k $1.1m | Added +22.9k |
| Empowered Funds, LLC 0.01% of their portfolio | 33.6k $1.1m | Reduced -2.9k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.02% of their portfolio | 32.9k $1.1m | Reduced -80.1k |
| UBS Group AG 0.00% of their portfolio | 31.7k $1.0m | Added +2.8k |
| SummerHaven Investment Management, LLC 0.54% of their portfolio | 31.4k $1.0m | Unchanged |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 29.0k $930.7k | Added +1.1k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 28.5k $914.9k | Added +14.4k |
| CM WEALTH ADVISORS LLC 0.15% of their portfolio | 26.0k $834.9k | New |
| MORGAN STANLEY 0.00% of their portfolio | 25.5k $818.3k | Reduced -1.9k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 25.0k $802.8k | Unchanged |
| Nuveen, LLC 0.00% of their portfolio | 24.3k $779.4k | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 23.9k $768.8k | Added +3.2k |
| Lido Advisors, LLC 0.00% of their portfolio | 23.1k $741.1k | Added +10.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 22.9k $735.5k | Added +3.7k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 22.7k $730.3k | Added +10.9k |
| STRS OHIO 0.00% of their portfolio | 21.6k $693.6k | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 18.9k $607.6k | Added +4.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 17.6k $566.1k | Reduced -1.4k |
| PMC FIG Opportunities LLC 0.88% of their portfolio | 17.1k $548.0k | Reduced -70.4k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 16.3k $523.6k | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 15.9k $511.1k | New |
| Quadrature Capital Ltd 0.00% of their portfolio | 13.4k $430.1k | New |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 12.8k $412.1k | New |
| ELCO Management Co., LLC 0.16% of their portfolio | 11.4k $365.7k | Reduced -3.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 11.3k $363.7k | Reduced -727 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 10.8k $347.0k | Added +778 |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.02% of their portfolio | 10.5k $337.6k | New |
| BARCLAYS PLC 0.00% of their portfolio | 10.3k $329.3k | Reduced -437 |
| Concurrent Investment Advisors, LLC 0.00% of their portfolio | 9.4k $301.0k | Unchanged |
| XTX Topco Ltd 0.00% of their portfolio | 8.7k $278.6k | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 8.4k $270.5k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 8.3k $267.5k | Added +4.2k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 8.0k $258.0k | Added +838 |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 7.2k $230.0k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 7.1k $230.0k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 4.6k $148.3k | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 4.3k $137.0k | Added +3.2k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 4.1k $132.0k | Added +3.3k |
| CITIGROUP INC 0.00% of their portfolio | 4.0k $128.8k | Added +3.6k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 4.0k $128.5k | Added +71 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 3.7k $118.6k | Added +322 |
| FMR LLC 0.00% of their portfolio | 3.0k $94.9k | Reduced -22 |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 2.8k $89.7k | Unchanged |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 2.7k $86.3k | Unchanged |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 2.6k $82.8k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 1.3k $41.7k | Reduced -452 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.1k $34.3k | Reduced -99 |
| Legal & General Group Plc 0.00% of their portfolio | 910 $29.2k | Added +159 |
| State of Alaska, Department of Revenue 0.00% of their portfolio | 696 $22.0k | Unchanged |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 592 $19.0k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 445 $15.0k | Added +356 |
| Arax Advisory Partners 0.00% of their portfolio | 197 $6.3k | New |
| Sterling Capital Management LLC 0.00% of their portfolio | 175 $5.6k | Reduced -22 |
| HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio | 163 $5.0k | Unchanged |
| Quarry LP 0.00% of their portfolio | 149 $4.8k | New |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 140 $4.5k | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 116 $3.7k | Reduced -332 |
| GAMMA Investing LLC 0.00% of their portfolio | 111 $3.6k | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 83 $2.7k | Added +66 |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 63 $2.0k | Added +13 |
| IFP Advisors, Inc 0.00% of their portfolio | 46 $1.5k | Added +37 |
| Essential Partners LLC 0.00% of their portfolio | 27 $867 | Reduced -133 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 20 $642 | Unchanged |
| ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio | 18 $578 | Added +15 |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 16 $514 | Added +10 |
| Versant Capital Management, Inc 0.00% of their portfolio | 12 $385 | Unchanged |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 10 $321 | Unchanged |