DENVER, CO
FIRST WESTERN FINANCIAL INCMYFW— Latest position per institution from SEC 13F filings
15
Institutional holders
6.40M
Total shares held
180.12M
Estimated value
319.98K
Avg. position size
WELLINGTON MANAGEMENT GROUP LLP
CIK 902219
Shares
747.10K
Value
23.99M
Filed
Jun 30, 2026
NORTH REEF CAPITAL MANAGEMENT LP
CIK 1867831
Shares
742.63K
Value
23.85M
Filed
Jun 30, 2026
BLACKROCK, INC.
CIK 2012383
Shares
542.71K
Value
17.43M
Filed
Jun 30, 2026
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
509.51K
Value
8.66M
Filed
Jun 30, 2024
VANGUARD GROUP INC
CIK 102909
Shares
455.60K
Value
12.21M
Filed
Dec 31, 2025
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
353.52K
Value
11.35M
Filed
Jun 30, 2026
BANC FUNDS CO LLC
CIK 1029311
Shares
342.40K
Value
10.99M
Filed
Jun 30, 2026
DIMENSIONAL FUND ADVISORS LP
CIK 354204
Shares
285.91K
Value
9.18M
Filed
Jun 30, 2026
ALGEBRIS (UK) LTD
CIK 1700286
Shares
259.09K
Value
8.29M
Filed
Jun 30, 2026
WASATCH ADVISORS LP
CIK 814133
Shares
250.68K
Value
4.93M
Filed
Mar 31, 2025
STRATEGIC VALUE BANK PARTNERS LLC
CIK 1904067
Shares
249.23K
Value
4.98M
Filed
Sep 30, 2024
MENDON CAPITAL ADVISORS CORP
CIK 1177043
Shares
215.81K
Value
6.93M
Filed
Jun 30, 2026
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
201.87K
Value
6.48M
Filed
Jun 30, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
CIK 1238990
Shares
195K
Value
6.26M
Filed
Jun 30, 2026
CURI CAPITAL, LLC
CIK 1332905
Shares
190.42K
Value
6.11M
Filed
Jun 30, 2026
TIETON CAPITAL MANAGEMENT, LLC
CIK 1381954
Shares
187.27K
Value
6.01K
Filed
Jun 30, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C.
CIK 1085393
Shares
183.11K
Value
4.13M
Filed
Jun 30, 2025
ALLIANCEBERNSTEIN L.P.
CIK 1109448
Shares
176.87K
Value
4.35M
Filed
Jun 30, 2026
DIAMOND HILL CAPITAL MANAGEMENT, LLC (INVESTMENT ADVISOR)
CIK 1217541
Shares
170.82K
Value
5.49M
Filed
Jun 30, 2026
JACOBS ASSET MANAGEMENT, LLC
CIK 1351063
Shares
140K
Value
4.50M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | WELLINGTON MANAGEMENT GROUP LLP | 902219 | 747.10K | 23.99M | Jun 30, 2026 |
| 2 | NORTH REEF CAPITAL MANAGEMENT LP | 1867831 | 742.63K | 23.85M | Jun 30, 2026 |
| 3 | BLACKROCK, INC. | 2012383 | 542.71K | 17.43M | Jun 30, 2026 |
| 4 | BLACKROCK FINANCE, INC. | 1364742 | 509.51K | 8.66M | Jun 30, 2024 |
| 5 | VANGUARD GROUP INC | 102909 | 455.60K | 12.21M | Dec 31, 2025 |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 353.52K | 11.35M | Jun 30, 2026 |
| 7 | BANC FUNDS CO LLC | 1029311 | 342.40K | 10.99M | Jun 30, 2026 |
| 8 | DIMENSIONAL FUND ADVISORS LP | 354204 | 285.91K | 9.18M | Jun 30, 2026 |
| 9 | ALGEBRIS (UK) LTD | 1700286 | 259.09K | 8.29M | Jun 30, 2026 |
| 10 | WASATCH ADVISORS LP | 814133 | 250.68K | 4.93M | Mar 31, 2025 |
| 11 | STRATEGIC VALUE BANK PARTNERS LLC | 1904067 | 249.23K | 4.98M | Sep 30, 2024 |
| 12 | MENDON CAPITAL ADVISORS CORP | 1177043 | 215.81K | 6.93M | Jun 30, 2026 |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 201.87K | 6.48M | Jun 30, 2026 |
| 14 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1238990 | 195K | 6.26M | Jun 30, 2026 |
| 15 | CURI CAPITAL, LLC | 1332905 | 190.42K | 6.11M | Jun 30, 2026 |
| 16 | TIETON CAPITAL MANAGEMENT, LLC | 1381954 | 187.27K | 6.01K | Jun 30, 2026 |
| 17 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1085393 | 183.11K | 4.13M | Jun 30, 2025 |
| 18 | ALLIANCEBERNSTEIN L.P. | 1109448 | 176.87K | 4.35M | Jun 30, 2026 |
| 19 | DIAMOND HILL CAPITAL MANAGEMENT, LLC (INVESTMENT ADVISOR) | 1217541 | 170.82K | 5.49M | Jun 30, 2026 |
| 20 | JACOBS ASSET MANAGEMENT, LLC | 1351063 | 140K | 4.50M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.