First Western Financial Inc
Expected move
InputsNext report
Last report
Largest filed tie
0
filed ties
13F top-10 QoQ
Top fund weight
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
Fund move
Fund move
First Western Financial Inc
29.85
−1.15 · −3.70%
post 31.82 +6.59%
No thesis.
No implied move.
No implied move.
Expected move
No implied move.
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | Wellington Management GroupWellington | $24.0M | 11.11% | +43.58% | |
| 2 | North Reef Capital ManagementNorth Reef | $23.8M | 11.05% | +3.63% | |
| 3 | BlackRockBlackRockindex-like | $17.4M | 8.07% | +9.34% | |
| 4 | Vanguard Capital ManagementVanguardindex-like | $11.4M | 5.26% | −0.09% | |
| 5 | Banc FundsBanc Funds | $11.0M | 5.09% | −1.72% | |
| 6 | Dimensional Fund AdvisorsDimensional | $9.2M | 4.25% | +9.24% | |
| 7 | Algebris (UK)Algebris (UK) | $8.3M | 3.84% | −24.69% | |
| 8 | Mendon Capital AdvisorsMendon Capital | $6.9M | 3.21% | −14.81% | |
| 9 | Geode Capital ManagementGeodeindex-like | $6.5M | 3.00% | +12.75% | |
| 10 | Punch & Associates Investment ManagementPunch & | $6.3M | 2.90% | −21.43% | |
| 11 | RMB Capital ManagementRMB | $6.1M | 2.83% | −3.37% | |
| 12 | Tieton Capital ManagementTieton | $6.0M | 2.79% | −1.48% | |
| 13 | AlliancebernsteinAlliancebernstein | $5.7M | 2.63% | −14.53% | |
| 14 | Diamond Hill Capital ManagementDiamond Hill | $5.5M | 2.54% | +6.88% | |
| 15 | Jacobs Asset ManagementJacobs | $4.5M | 2.08% | −45.70% | |
| 16 | State StreetState Streetindex-like | $4.5M | 2.08% | +7.91% | |
| 17 | Acadian Asset ManagementAcadian | $4.3M | 2.00% | +29.88% | |
| 18 | Hotchkis & Wiley Capital ManagementHotchkis & Wiley | $4.0M | 1.84% | −5.57% | |
| 19 | First Western Trust BankFirst Western Trust Bank | $3.0M | 1.37% | −6.10% | |
| 20 | Bridgeway Capital ManagementBridgeway | $2.6M | 1.20% | −3.47% | |
| 21 | Brevan Howard Capital ManagementBrevan Howard | $2.4M | 1.12% | −25.00% | |
| 22 | Northern TrustNorthern Trustindex-like | $2.1M | 0.99% | +15.21% | |
| 23 | Vanguard Portfolio ManagementVanguard Portfolioindex-like | $1.9M | 0.87% | +20.30% | |
| 24 | Renaissance TechnologiesRenaissance Technologies | $1.8M | 0.85% | +216.90% | |
| 25 | Qube Research & TechnologiesQube Research & Technologies | $1.8M | 0.84% | new |
103 managers report $215.9M of First Western Financial on form 13F for the quarter ended Jun 30 '26. 21 of them hold 80% of it; Wellington is largest at 11.11%.