Vault-13

FIRST WESTN FINL INC MYFW

COM · Common Stock · CUSIP 33751L105

104 institutional holders +9 vs Q1 2026
6,679,2426.7m shares reported held*
68.4% of all shares outstanding*
$213.1mreported value*
15 new 38 added 30 reduced 4 sold out net bought ≈ $3.1m (+96.4k shares)

* 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

050100150Q3 22: 64Q4 22: 63Q1 23: 61Q2 23: 60Q3 23: 59Q4 23: 61Q1 24: 58Q2 24: 65Q3 24: 72Q4 24: 68Q1 25: 72Q2 25: 84Q3 25: 92Q4 25: 94Q1 26: 95Q2 26: 104104Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202264
Q4 202263
Q1 202361
Q2 202360
Q3 202359
Q4 202361
Q1 202458
Q2 202465
Q3 202472
Q4 202468
Q1 202572
Q2 202584
Q3 202592
Q4 202594
Q1 202695
Q2 2026104

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 39 bought or addedQ3 24: 20 cut or sold outQ4 24: 36 bought or addedQ4 24: 20 cut or sold outQ4 24Q1 25: 29 bought or addedQ1 25: 25 cut or sold outQ2 25: 50 bought or addedQ2 25: 22 cut or sold outQ2 25Q3 25: 48 bought or addedQ3 25: 38 cut or sold outQ4 25: 36 bought or addedQ4 25: 38 cut or sold outQ4 25Q1 26: 38 bought or addedQ1 26: 37 cut or sold outQ2 26: 53 bought or addedQ2 26: 34 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243920
Q4 20243620
Q1 20252925
Q2 20255022
Q3 20254838
Q4 20253638
Q1 20263837
Q2 20265334

Biggest buyers

WELLINGTON MANAGEMENT GROUP LLP Added +226,767+226.8k
Qube Research & Technologies Ltd New +56,618+56.6k
BlackRock, Inc. Added +46,345+46.3k
RENAISSANCE TECHNOLOGIES LLC Added +39,258+39.3k
ACADIAN ASSET MANAGEMENT LLC Added +30,984+31.0k
North Reef Capital Management LP Added +26,021+26.0k
CM WEALTH ADVISORS LLC New +26,002+26.0k
DIMENSIONAL FUND ADVISORS LP Added +24,175+24.2k
Trexquant Investment LP Added +22,856+22.9k
GEODE CAPITAL MANAGEMENT, LLC Added +22,824+22.8k

Biggest sellers

JACOBS ASSET MANAGEMENT, LLC Reduced -117,819-117.8k
ALGEBRIS (UK) LTD Reduced -84,959-85.0k
BOOTHBAY FUND MANAGEMENT, LLC Reduced -80,058-80.1k
PMC FIG Opportunities LLC Reduced -70,422-70.4k
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Reduced -53,195-53.2k
SEI INVESTMENTS CO Reduced -49,280-49.3k
MENDON CAPITAL ADVISORS CORP Reduced -37,521-37.5k
Persistent Asset Partners Ltd Sold out -34,520-34.5k
ALLIANCEBERNSTEIN L.P. Reduced -30,063-30.1k
Brevan Howard Capital Management LP Reduced -25,000-25.0k

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.

HolderStakeChangeShares Last filed
WELLINGTON MANAGEMENT GROUP LLP 13G · institution -2.8 pts · filed 2026-08-13 7.7% -2.8 pts 747.1k≈ $24.0m 2026-08-13
North Reef Capital Management LP 13G · institution filed 2026-02-17 7.1% 686.0k≈ $22.0m 2026-02-17

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)

BuyingSelling
404Q4 24: 0 buyingQ4 24: 1 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 1 sellingQ3 25: 0 buyingQ3 25: 1 sellingQ3 25Q4 25: 0 buyingQ4 25: 4 sellingQ1 26: 0 buyingQ1 26: 2 sellingQ1 26Q2 26: 0 buyingQ2 26: 1 sellingQ3 26: 0 buyingQ3 26: 1 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—1$252.1k—
Q1 20250—0——
Q2 20250—1$212.7k—
Q3 20250—1$118.0k—
Q4 20250—4$694.3k—
Q1 20260—2$522.6k—
Q2 20260—1$427.8k—
Q3 20260—1$305.5k—
DateInsiderTradeSharesPrice ValueTheir holding
2026-08-31 Wylie Scott C CHAIRMAN, CEO AND PRESIDENT, director Sold 10,000 $30.55 $305.5k10.0k shares -1%
2026-05-22 Wylie Scott C CHAIRMAN, CEO AND PRESIDENT, director Sold 6,417 $28.31 $181.7k6.4k shares -1%
2026-05-20 Wylie Scott C CHAIRMAN, CEO AND PRESIDENT, director Sold 1,083 $28.52 $30.9k1.1k shares -<1%
2026-05-05 Wylie Scott C CHAIRMAN, CEO AND PRESIDENT, director Sold 7,500 $28.70 $215.2k7.5k shares -1%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 747,096747.1k $24.0m $24.0m 0.00% Added +226.8k +226,767
2 North Reef Capital Management LP 0.91% of their portfolio LAGUNA BEACH, CA 742,630742.6k $23.8m $23.8m 0.91% Added +26.0k +26,021
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 542,706542.7k $17.4m $17.4m 0.00% Added +46.3k +46,345
4 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 353,519353.5k $11.4m $11.4m 0.00% Reduced -310 -310
5 BANC FUNDS CO LLC 1.82% of their portfolio CHICAGO, IL 342,404342.4k $11.0m $11.0m 1.82% Reduced -6.0k -6,000
6 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 285,909285.9k $9.2m $9.2m 0.00% Added +24.2k +24,175
7 ALGEBRIS (UK) LTD 0.55% of their portfolio London, X0 259,090259.1k $8.3m $8.3m 0.55% Reduced -85.0k -84,959
8 MENDON CAPITAL ADVISORS CORP 2.45% of their portfolio KEY LARGO, FL 215,815215.8k $6.9m $6.9m 2.45% Reduced -37.5k -37,521
9 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 201,866201.9k $6.5m $6.5m 0.00% Added +22.8k +22,824
10 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.31% of their portfolio EDINA, MN 195,000195.0k $6.3m $6.3m 0.31% Reduced -53.2k -53,195
11 Curi Capital, LLC 0.09% of their portfolio CHICAGO, IL 190,422190.4k $6.1m $6.1m 0.09% Reduced -6.6k -6,634
12 Tieton Capital Management, LLC 1.73% of their portfolio YAKIMA, WA 187,274187.3k $6.0m $6.0m 1.73% Reduced -2.8k -2,820
13 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 176,866176.9k $4.3m $4.3m 0.00% Reduced -30.1k -30,063
14 Diamond Hill Capital Management, LLC (Investment Advisor) 0.04% of their portfolio COLUMBUS, OH 170,824170.8k $5.5m $5.5m 0.04% Added +11.0k +10,992
15 JACOBS ASSET MANAGEMENT, LLC 3.38% of their portfolio NEW YORK, NY 140,000140.0k $4.5m $4.5m 3.38% Reduced -117.8k -117,819
16 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 139,551139.6k $4.5m $4.5m 0.00% Added +10.2k +10,232
17 ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio Boston, MA 134,662134.7k $4.3m $4.3m 0.01% Added +31.0k +30,984
18 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.01% of their portfolio Los Angeles, CA 123,858123.9k $4.0m $4.0m 0.01% Reduced -7.3k -7,300
19 First Western Trust Bank 0.14% of their portfolio Denver, CO 92,24192.2k $3.0m $3.0m 0.14% Reduced -6.0k -5,990
20 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.05% of their portfolio HOUSTON, TX 80,94080.9k $2.6m $2.6m 0.05% Reduced -2.9k -2,910
21 Brevan Howard Capital Management LP 0.03% of their portfolio ST. HELIER, Y9 75,00075.0k $2.4m $2.4m 0.03% Reduced -25.0k -25,000
22 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 66,76466.8k $2.1m $2.1m 0.00% Added +8.8k +8,813
23 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 58,36858.4k $1.9m $1.9m 0.00% Added +9.8k +9,850
24 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 57,35857.4k $1.8m $1.8m 0.00% Added +39.3k +39,258
25 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 56,61856.6k $1.8m $1.8m 0.00% New
26 Rosenthal | Henry Capital Advisors, Inc. 1.55% of their portfolio MISHAWAKA, IN 55,11355.1k $1.8m $1.8m 1.55% Unchanged
27 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 52,48652.5k $1.7m $1.7m 0.00% Added +1.4k +1,356
28 Cherry Creek Investment Advisors, Inc. 0.66% of their portfolio ENGLEWOOD, CO 51,93951.9k $1.7m $1.7m 0.66% Unchanged
29 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 49,44949.4k $1.6m $1.6m 0.00% Reduced -49.3k -49,280
30 Round Rock Advisors LLC 0.20% of their portfolio WILTON, CT 47,43147.4k $1.5m $1.5m 0.20% Unchanged
31 Sippican Capital Advisors 0.91% of their portfolio BOSTON, MA 46,47546.5k $1.5m $1.5m 0.91% Unchanged
32 Biltmore Family Office, LLC 0.19% of their portfolio CHARLOTTE, NC 45,31645.3k $1.5m $1.5m 0.19% Unchanged
33 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 37,50737.5k $1.2m $1.2m 0.00% Added +3.7k +3,736
34 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 34,21834.2k $1.1m $1.1m 0.01% Added +22.9k +22,856
35 Empowered Funds, LLC 0.01% of their portfolio NEWTOWN SQUARE, PA 33,55833.6k $1.1m $1.1m 0.01% Reduced -2.9k -2,910
36 BOOTHBAY FUND MANAGEMENT, LLC 0.02% of their portfolio NEW YORK, NY 32,93532.9k $1.1m $1.1m 0.02% Reduced -80.1k -80,058
37 UBS Group AG 0.00% of their portfolio ZURICH, V8 31,68831.7k $1.0m $1.0m 0.00% Added +2.8k +2,828
38 SummerHaven Investment Management, LLC 0.54% of their portfolio STAMFORD, CT 31,38531.4k $1.0m $1.0m 0.54% Unchanged
39 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 28,98529.0k $930.7k $930.7k 0.00% Added +1.1k +1,073
40 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 28,49428.5k $914.9k $914.9k 0.00% Added +14.4k +14,433
41 CM WEALTH ADVISORS LLC 0.15% of their portfolio BEACHWOOD, OH 26,00226.0k $834.9k $834.9k 0.15% New
42 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 25,48425.5k $818.3k $818.3k 0.00% Reduced -1.9k -1,919
43 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 25,00025.0k $802.8k $802.8k 0.00% Unchanged
44 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 24,27224.3k $779.4k $779.4k 0.00% Unchanged
45 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 23,94323.9k $768.8k $768.8k 0.00% Added +3.2k +3,243
46 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 23,08023.1k $741.1k $741.1k 0.00% Added +10.0k +10,001
47 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 22,90622.9k $735.5k $735.5k 0.00% Added +3.7k +3,748
48 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 22,74322.7k $730.3k $730.3k 0.00% Added +10.9k +10,907
49 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 21,60021.6k $693.6k $693.6k 0.00% Unchanged
50 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 18,92118.9k $607.6k $607.6k 0.00% Added +4.8k +4,843
51 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 17,62917.6k $566.1k $566.1k 0.00% Reduced -1.4k -1,371
52 PMC FIG Opportunities LLC 0.88% of their portfolio JERUSALEM, L3 17,06517.1k $548.0k $548.0k 0.88% Reduced -70.4k -70,422
53 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 16,30516.3k $523.6k $523.6k 0.00% New
54 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 15,91615.9k $511.1k $511.1k 0.00% New
55 Quadrature Capital Ltd 0.00% of their portfolio LONDON, X0 13,39613.4k $430.1k $430.1k 0.00% New
56 JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio FLORHAM PARK, NJ 12,83312.8k $412.1k $412.1k 0.00% New
57 ELCO Management Co., LLC 0.16% of their portfolio New York, NY 11,38811.4k $365.7k $365.7k 0.16% Reduced -3.4k -3,358
58 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 11,32611.3k $363.7k $363.7k 0.00% Reduced -727 -727
59 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 10,80810.8k $347.0k $347.0k 0.00% Added +778 +778
60 OCCUDO QUANTITATIVE STRATEGIES LP 0.02% of their portfolio FORT LAUDERDALE, FL 10,51510.5k $337.6k $337.6k 0.02% New
61 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 10,25510.3k $329.3k $329.3k 0.00% Reduced -437 -437
62 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 9,3739.4k $301.0k $301.0k 0.00% Unchanged
63 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 8,6768.7k $278.6k $278.6k 0.00% New
64 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 8,4238.4k $270.5k $270.5k 0.00% Unchanged
65 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 8,3308.3k $267.5k $267.5k 0.00% Added +4.2k +4,194
66 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 8,0368.0k $258.0k $258.0k 0.00% Added +838 +838
67 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 7,1677.2k $230.0k $230.0k 0.00% New
68 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 7,1327.1k $230.0k $230.0k 0.00% New
69 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 4,6204.6k $148.3k $148.3k 0.00% Unchanged
70 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 4,2684.3k $137.0k $137.0k 0.00% Added +3.2k +3,200
71 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 4,1114.1k $132.0k $132.0k 0.00% Added +3.3k +3,270
72 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 4,0104.0k $128.8k $128.8k 0.00% Added +3.6k +3,608
73 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 4,0024.0k $128.5k $128.5k 0.00% Added +71 +71
74 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,6873.7k $118.6k $118.6k 0.00% Added +322 +322
75 FMR LLC 0.00% of their portfolio BOSTON, MA 2,9563.0k $94.9k $94.9k 0.00% Reduced -22 -22
76 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 2,7942.8k $89.7k $89.7k 0.00% Unchanged
77 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 2,6892.7k $86.3k $86.3k 0.00% Unchanged
78 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 2,5802.6k $82.8k $82.8k 0.00% New
79 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 1,2991.3k $41.7k $41.7k 0.00% Reduced -452 -452
80 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,0671.1k $34.3k $34.3k 0.00% Reduced -99 -99
81 Legal & General Group Plc 0.00% of their portfolio London, X0 910910 $29.2k $29.2k 0.00% Added +159 +159
82 State of Alaska, Department of Revenue 0.00% of their portfolio JUNEAU, AK 696696 $22.0k $22.0k 0.00% Unchanged
83 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 592592 $19.0k $19.0k 0.00% Unchanged
84 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 445445 $15.0k $15.0k 0.00% Added +356 +356
85 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 197197 $6.3k $6.3k 0.00% New
86 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 175175 $5.6k $5.6k 0.00% Reduced -22 -22
87 HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio CHICAGO, IL 163163 $5.0k $5.0k 0.00% Unchanged
88 Quarry LP 0.00% of their portfolio NEW YORK, NY 149149 $4.8k $4.8k 0.00% New
89 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 140140 $4.5k $4.5k 0.00% New
90 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 116116 $3.7k $3.7k 0.00% Reduced -332 -332
91 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 111111 $3.6k $3.6k 0.00% Unchanged
92 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 8383 $2.7k $2.7k 0.00% Added +66 +66
93 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 6363 $2.0k $2.0k 0.00% Added +13 +13
94 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 4646 $1.5k $1.5k 0.00% Added +37 +37
95 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 2727 $867 $867 0.00% Reduced -133 -133
96 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2020 $642 $642 0.00% Unchanged
97 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 1818 $578 $578 0.00% Added +15 +15
98 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1616 $514 $514 0.00% Added +10 +10
99 Versant Capital Management, Inc 0.00% of their portfolio PHOENIX, AZ 1212 $385 $385 0.00% Unchanged
100 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 1010 $321 $321 0.00% Unchanged