Grundlæggende statistik
| Institutionelle aktier (lange) | 7.012.170 (ex 13D/G) - change of 0,33MM shares 5,01% MRQ |
| Institutionel værdi (lang) | $ 168.426 USD ($1000) |
Institutionelt ejerskab og aktionærer
First Western Financial, Inc. (DE:33Q) har 94 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 7,012,170 aktier. Største aktionærer omfatter North Reef Capital Management LP, Wellington Management Group Llp, BlackRock, Inc., Vanguard Group Inc, Vanguard Capital Management Llc, Banc Funds Co Llc, Algebris (uk) Ltd, Dimensional Fund Advisors Lp, Jacobs Asset Management, Llc, and Mendon Capital Advisors Corp .
First Western Financial, Inc. (DB:33Q) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of June 5, 2026 is 24,00 / share. Previously, on June 6, 2025, the share price was 18,00 / share. This represents an increase of 33,33% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
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13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 13F | Dimensional Fund Advisors Lp | 261.734 | 2,52 | 6.434 | -5,99 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 10.030 | 0,73 | 247 | -7,52 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 89 | -80,04 | 2 | -84,62 | ||||
| 2026-05-15 | 13F | Boothbay Fund Management, Llc | 112.993 | -27,18 | 2.777 | -33,25 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 36.468 | 9,40 | 896 | 0,34 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 18.100 | -55,64 | 445 | -59,38 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 197 | -39,94 | 5 | -50,00 | ||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 353.829 | 8.697 | ||||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 20.700 | -8,48 | 509 | -16,17 | ||||
| 2026-05-15 | 13F | State Street Corp | 129.319 | 0,71 | 3.179 | -7,67 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 17 | 112,50 | 0 | |||||
| 2026-05-15 | 13F | Optiver Holding B.V. | 78 | -45,07 | 2 | -66,67 | ||||
| 2026-05-15 | 13F | Mendon Capital Advisors Corp | 253.336 | 0,00 | 6.227 | -8,32 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 455.597 | 6,59 | 12.215 | 24,11 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 3 | 0 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 12 | 0,00 | 0 | |||||
| 2026-05-05 | 13F | UBS Group AG | 28.860 | 432,77 | 709 | 388,97 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 197.056 | 0,00 | 4.844 | -8,33 | ||||
| 2026-05-15 | 13F | Geode Capital Management, Llc | 179.042 | -0,65 | 4.402 | -8,92 | ||||
| 2026-05-08 | 13F | Amalgamated Bank | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Trexquant Investment LP | 11.362 | -47,99 | 279 | -52,31 | ||||
| 2026-05-08 | 13F | Vanguard Portfolio Management Llc | 48.518 | 1.193 | ||||||
| 2026-05-14 | 13F | MetLife Investment Management, LLC | 4.620 | 0,00 | 114 | -8,13 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 592 | 0,00 | 15 | -6,67 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 20 | -13,04 | 0 | |||||
| 2026-05-14 | 13F | Northern Trust Corp | 57.951 | 4,43 | 1.424 | -4,24 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 7.198 | -4,23 | 177 | -12,44 | ||||
| 2026-05-13 | 13F | Levin Capital Strategies, L.p. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Acadian Asset Management Llc | 103.678 | 0,00 | 3 | 0,00 | ||||
| 2026-05-08 | 13F | Legal & General Group Plc | 751 | -7,28 | 18 | -14,29 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 402 | 113,83 | 10 | 80,00 | ||||
| 2026-04-29 | 13F | Police & Firemen's Retirement System of New Jersey | 2.794 | 0,00 | 69 | -8,11 | ||||
| 2026-05-13 | 13F | Algebris (uk) Ltd | 344.049 | 0,95 | 8.443 | -7,65 | ||||
| 2026-05-15 | 13F | Wellington Management Group Llp | 520.329 | 114,41 | 12.790 | 96,57 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 111 | 20,65 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 19.000 | 0,00 | 467 | -8,25 | ||||
| 2026-05-08 | 13F | Vanguard Fiduciary Trust Co This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 51.130 | 1.257 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 5 | 25,00 | 0 | |||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 11.836 | -61,52 | 291 | -64,81 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 206.929 | 1,42 | 5.548 | 1,43 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 9 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Brevan Howard Capital Management LP | 100.000 | 46,62 | 2.458 | 34,46 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 19.158 | -5,90 | 471 | -13,76 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 496.361 | -1,47 | 12.201 | -9,67 | ||||
| 2026-04-23 | 13F | Sippican Capital Advisors | 46.475 | -2,82 | 1.142 | -10,92 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 47.431 | 15,46 | 1.166 | 5,81 | ||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 10 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | State of Alaska, Department of Revenue | 696 | 46,22 | 0 | |||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 45.316 | 0,00 | 1.114 | -8,32 | ||||
| 2026-05-14 | 13F | Arrowstreet Capital, Limited Partnership | 8.423 | -16,65 | 207 | -23,33 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 9 | 0,00 | 0 | |||||
| 2026-05-06 | 13F | New York State Common Retirement Fund | 1.068 | 0,00 | 26 | -7,14 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Punch & Associates Investment Management, Inc. | 248.195 | -8,40 | 6.101 | -16,02 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 841 | 0,00 | 21 | -9,09 | ||||
| 2026-05-15 | 13F | Bridgeway Capital Management Inc | 83.850 | 3,88 | 2.061 | -4,76 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 4 | 0 | ||||||
| 2026-04-23 | 13F | ELCO Management Co., LLC | 14.746 | 0,00 | 362 | -8,35 | ||||
| 2026-05-07 | 13F | Diamond Hill Capital Management Inc | 159.832 | 0,75 | 3.929 | -7,64 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 50 | 4,17 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 12.053 | 10,83 | 296 | 1,72 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 13.079 | -6,08 | 321 | 0,31 | ||||
| 2026-05-15 | 13F | PMC FIG Opportunities LLC | 87.487 | -18,36 | 2.150 | -25,17 | ||||
| 2026-04-24 | 13F | SummerHaven Investment Management, LLC | 31.385 | -11,72 | 771 | -19,10 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 719 | 4,66 | 18 | |||||
| 2026-02-05 | 13F | Northwestern Mutual Wealth Management Co | 76.048 | 36.113,33 | 3.701 | 92.400,00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 3.365 | -19,46 | 83 | -25,89 | ||||
| 2026-04-29 | 13F | R Squared Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Fmr Llc | 2.978 | -10,65 | 73 | -17,98 | ||||
| 2026-05-15 | 13F | California State Teachers Retirement System | 448 | -11,98 | 11 | -15,38 | ||||
| 2026-04-28 | 13F | Harbor Capital Advisors, Inc. | 163 | 32,52 | 0 | |||||
| 2026-05-15 | 13F | American Century Companies Inc | 14.078 | 0,00 | 346 | -8,22 | ||||
| 2026-04-24 | 13F | Strs Ohio | 21.600 | 0,00 | 531 | -8,46 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 27.912 | -0,79 | 686 | -9,02 | ||||
| 2026-05-08 | 13F | Tieton Capital Management, LLC | 190.094 | 3,53 | 5 | 0,00 | ||||
| 2026-05-08 | 13F | Los Angeles Capital Management Llc | 6.754 | -58,80 | 166 | -55,26 | ||||
| 2026-04-24 | 13F | John W. Rosenthal Capital Management, Inc. | 55.113 | 0,00 | 1.355 | -8,33 | ||||
| 2026-05-12 | 13F | First Western Trust Bank | 98.231 | 7,38 | 2.415 | -1,55 | ||||
| 2026-05-14 | 13F | Banc Funds Co Llc | 348.404 | 0,67 | 8.564 | -7,71 | ||||
| 2026-02-13 | 13F | Victory Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 27.403 | -22,39 | 674 | -28,86 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 25.000 | 0,00 | 614 | -8,36 | ||||
| 2026-05-14 | 13F | Permanent Capital Management, LP | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 4.136 | -61,00 | 102 | -64,44 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 24.272 | 0,71 | 597 | -7,74 | ||||
| 2026-05-15 | 13F | Hotchkis & Wiley Capital Management Llc | 131.158 | 0,28 | 3.224 | -8,07 | ||||
| 2026-05-15 | 13F | Jacobs Asset Management, Llc | 257.819 | -3,71 | 6.337 | -11,72 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 1.751 | -4,05 | 43 | -10,42 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 14.061 | 6,39 | 346 | -2,54 | ||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3.931 | 2,66 | 97 | -5,88 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 33.771 | 21,10 | 830 | 11,11 | ||||
| 2026-02-06 | 13F | Covestor Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Sei Investments Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 6 | 20,00 | 0 | |||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 2.689 | 66 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 1.166 | 180,29 | 29 | 154,55 | ||||
| 2026-02-13 | 13F | Barclays Plc | 21.788 | 6,06 | 584 | 23,47 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 160 | 0,00 | 4 | -25,00 | ||||
| 2026-04-30 | 13F | Cherry Creek Investment Advisors, Inc. | 51.939 | 0,00 | 1.277 | -8,33 | ||||
| 2026-05-12 | 13F | Persistent Asset Partners Ltd | 34.520 | -8,34 | 849 | -15,96 | ||||
| 2026-02-17 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | North Reef Capital Management LP | 716.609 | 4,47 | 17.614 | -4,22 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 1 | 0,00 | 0 |
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