Security key
33751L105
First Western Financial Inc - Common Stock (MYFW)
CUSIP: 33751L105
Q3 2026 13F Holders as of 30 Sep 2026
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 281
- Total 13F value
- $8,427
- Share change
- +142
- SEC-reported price per share
- $29.99
- Number of holders
- 3
- Value change
- +$4,258
- Number of buys
- 2
- Shares outstanding
- 9,702,545
Holder snapshot
5 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2026
Institutions
3
Top holders
3
MYFW full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q2 2026
First Western Financial Inc SEC filings
First Western Financial Inc company facts
Broader feeds
Reporting periods
Holder history for CUSIP 33751L105
Recent filing periods:
Ownership snapshot
Top reported holders of MYFW - First Western Financial Inc - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
WELLINGTON MANAGEMENT GRO...
Disclosed value leader
WELLINGTON MANAGEMENT GRO...
Comparable rows
15/15
Latest evidence
31 Aug 2026
13D/G
13F
3/4/5
Lead comparable stake: 10%
13D/G row: WELLINGTON MANAGEMENT GROUP LLP
Showing 1-6 of 15 holder rows.
Quick read
WELLINGTON MANAGEMENT GROUP LLP leads the comparable SEC ownership view at 10%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens WELLINGTON MANAGEMENT GROUP LLP's linked filing trail.
Comparable ownership
Top 5
WELLINGTON MANAGEMENT GROUP LLP
10%
North Reef Capital Management LP
7.1%
Scott C. Wylie
7.7%
Patrick H. Hamill
1.7%
Thomas A. Gart
1%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP |
13D/G
13F
Company
|
10%
|
$33,746,873
1,026,677 shares
|
+$16,643,659 | 31 Jul 2026 |
| North Reef Capital Management LP |
13F
13D/G
Company · North Reef Capital Management GP LLC
|
7.1%
from 13D/G
|
$23,845,849
742,630 shares
|
— | 30 Jun 2026 |
| Scott C. Wylie |
3/4/5
CHAIRMAN, CEO AND PRESIDENT, Director
|
7.7%
|
$22,680,751
742,312 shares
|
-$1,266,971 | 31 Aug 2026 |
| Patrick H. Hamill |
3/4/5
Director
|
1.7%
|
$4,061,328
165,229 shares
|
— | 03 Jun 2026 |
| Thomas A. Gart |
3/4/5
Director
|
1%
|
$2,418,720
98,402 shares
|
— | 03 Jun 2026 |
| Julie A. Courkamp |
3/4/5
CHIEF OPERATING OFFICER, Director
|
0.62%
|
$1,466,934
59,680 shares
|
-$75,730 | 01 May 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
3
Shares
281
Rows available
3
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2026 vs Q2 2026 Across Filers
Q2 2026 holders
103
Q3 2026 holders
3
Holder diff
-100
| Investor | Q2 2026 Shares | Q3 2026 Shares | Share Diff | Share Chg % | Q2 2026 value | Q3 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend