First Western Financial Inc: which funds bought and sold

Institutions that bought and sold First Western Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 53 institutions that filed 13F reports for both quarters added to or opened positions in First Western Financial, and 34 cut or closed them. Together they added a net 96K shares, +1.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 341K shares (+15.3%); index fund managers were net buyers of 103K shares (+7.7%). 15 opened a new position and 4 sold out entirely.

Bought, Q2 2026 53 institutions, 15 of them new holders Sold, Q2 2026 34 institutions, 4 of them sold out

Net change, all compared +96K shares (+1.5%)

Net change, active managers +341K shares (+15.3%), 14 bought, 7 sold

Buyers versus sellers

institutions compared, 107

53 bought 20 34 sold

Active managers and hedge funds 14 bought · 7 sold · +341K

Index fund managers 8 bought · 1 sold · +103K

Other institutions 31 bought · 26 sold · −348K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	+227K +43.6%	747K	$24M
Qube Research & Technologies Ltd Hedge fund	+57K New position	57K	$1.8M
Blackrock, Inc. Index funds	+46K +9.3%	543K	$17.4M
Renaissance Technologies LLC Hedge fund	+39K +216.9%	57K	$1.8M
Acadian Asset Management LLC Active manager	+31K +29.9%	135K	$4.3M
North Reef Capital Management LP Hedge fund	+26K +3.6%	743K	$23.8M
Cm Wealth Advisors LLC	+26K New position	26K	$834,924
Dimensional Fund Advisors LP	+24K +9.2%	286K	$9.2M
Trexquant Investment LP Hedge fund	+23K +201.2%	34K	$1.1M
Geode Capital Management, LLC Index funds	+23K +12.7%	202K	$6.5M
Marshall Wace, LLP Hedge fund	+16K New position	16K	$523,554
State Of Wisconsin Investment Board	+16K New position	16K	$511,063
AQR Capital Management LLC Hedge fund	+14K +102.6%	28K	$914,943
Quadrature Capital Ltd Hedge fund	+13K New position	13K	$430,146
Jacobs Levy Equity Management, Inc Active manager	+13K New position	13K	$412,068
Diamond Hill Capital Management, LLC (Investment Advisor) Active manager	+11K +6.9%	171K	$5.5M
Two Sigma Investments, LP Hedge fund	+11K +92.2%	23K	$730,278
Occudo Quantitative Strategies LP	+11K New position	11K	$337,637
State Street Corp Index funds	+10K +7.9%	140K	$4.5M
Lido Advisors, LLC	+10K +76.5%	23K	$741,099

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	+227K +43.6%	747K	$24M
Qube Research & Technologies Ltd Hedge fund	+57K New position	57K	$1.8M
Renaissance Technologies LLC Hedge fund	+39K +216.9%	57K	$1.8M
Acadian Asset Management LLC Active manager	+31K +29.9%	135K	$4.3M
North Reef Capital Management LP Hedge fund	+26K +3.6%	743K	$23.8M
Trexquant Investment LP Hedge fund	+23K +201.2%	34K	$1.1M
Marshall Wace, LLP Hedge fund	+16K New position	16K	$523,554
AQR Capital Management LLC Hedge fund	+14K +102.6%	28K	$914,943
Quadrature Capital Ltd Hedge fund	+13K New position	13K	$430,146
Jacobs Levy Equity Management, Inc Active manager	+13K New position	13K	$412,068

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Jacobs Asset Management, LLC	−118K −45.7%	140K	$4.5M
Algebris (UK) Ltd	−85K −24.7%	259K	$8.3M
Boothbay Fund Management, LLC Hedge fund	−80K −70.9%	33K	$1.1M
Pmc Fig Opportunities LLC	−70K −80.5%	17K	$547,957
Punch & Associates Investment Management, Inc.	−53K −21.4%	195K	$6.3M
Sei Investments Co	−49K −49.9%	49K	$1.6M
Mendon Capital Advisors Corp	−38K −14.8%	216K	$6.9M
Persistent Asset Partners Ltd	−35K Sold out	0	—
Alliancebernstein L.P. Active manager	−30K −14.5%	177K	$4.3M
Brevan Howard Capital Management LP Hedge fund	−25K −25.0%	75K	$2.4M
Hotchkis & Wiley Capital Management LLC Active manager	−7,300 −5.6%	124K	$4M
Los Angeles Capital Management LLC Active manager	−6,754 Sold out	0	—
Curi Capital, LLC	−6,634 −3.4%	190K	$6.1M
Banc Funds Co LLC	−6,000 −1.7%	342K	$11M
First Western Trust Bank	−5,990 −6.1%	92K	$3M
Elco Management Co., LLC	−3,358 −22.8%	11K	$365,669
Bridgeway Capital Management, LLC Active manager	−2,910 −3.5%	81K	$2.6M
Empowered Funds, LLC	−2,910 −8.0%	34K	$1.1M
Tieton Capital Management, LLC	−2,820 −1.5%	187K	$6M
Morgan Stanley	−1,919 −7.0%	25K	$818,292

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Boothbay Fund Management, LLC Hedge fund	−80K −70.9%	33K	$1.1M
Alliancebernstein L.P. Active manager	−30K −14.5%	177K	$4.3M
Brevan Howard Capital Management LP Hedge fund	−25K −25.0%	75K	$2.4M
Hotchkis & Wiley Capital Management LLC Active manager	−7,300 −5.6%	124K	$4M
Los Angeles Capital Management LLC Active manager	−6,754 Sold out	0	—
Bridgeway Capital Management, LLC Active manager	−2,910 −3.5%	81K	$2.6M
FMR LLC Active manager	−22 −0.7%	2,956	$94,913

New positions

largest by value

Institution	Shares	Value June 30, 2026
Qube Research & Technologies LtdHedge fund	57K	$1.8M
Cm Wealth Advisors LLC	26K	$834,924
Marshall Wace, LLPHedge fund	16K	$523,554
State Of Wisconsin Investment Board	16K	$511,063
Quadrature Capital LtdHedge fund	13K	$430,146
Jacobs Levy Equity Management, IncActive manager	13K	$412,068
Occudo Quantitative Strategies LP	11K	$337,637
Xtx Topco Ltd	8,676	$278,586
Cambridge Investment Research Advisors, Inc.	7,167	$230,000
Price T Rowe Associates IncActive manager	7,132	$230,000

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Persistent Asset Partners Ltd	35K	$848,502
Los Angeles Capital Management LLCActive manager	6,754	$166,013
Mai Capital Management	5	$123
Root Financial Partners, LLC	4	$98

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 103
Ten largest holders: 58.2%
Index fund managers: 21.7%
Active managers and hedge funds: 38.4%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	14	7	5	1	+341K	+15.3%
Index fund managers	8	1	0	0	+103K	+7.7%
Other institutions	31	26	10	3	−348K	−11.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on First Western Financial.

Only managers that filed a holdings report for both quarters are compared (107 here). 2 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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