FIRST WESTN FINL INC COM

FIRST WESTN FINL INC COM is a security (CUSIP 33751L105) tracked across SEC portfolio filings. 92 institutional managers reported $157.6M on Form 13F as of 2026-06-30; 11 registered fund positions totaling $2.2M via N-PORT as of 2026-05-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 92 managers by value.

ManagerLocationValueShares
North Reef Capital Management LPLaguna Beach, CA$17.6M716,609
WELLINGTON MANAGEMENT GROUP LLPBOSTON, MA$12.8M520,329
VANGUARD GROUP INCValley Forge, PA$12.2M455,597
BlackRock, Inc.New York, NY$12.2M496,361
BANC FUNDS CO LLCCHICAGO, IL$8.6M348,404
Algebris (UK) LtdLondon, X0$8.4M344,049
DIMENSIONAL FUND ADVISORS LPAUSTIN, TX$6.4M261,734
JACOBS ASSET MANAGEMENT, LLCNEW YORK, NY$6.3M257,819
Mendon Capital Advisors CorpKey Largo, FL$6.2M253,336
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.EDINA, MN$6.1M248,195
ALLIANCEBERNSTEIN L.P.NASHVILLE, TN$5.5M206,929
RMB Capital Management, LLCChicago, IL$4.8M197,056
GEODE CAPITAL MANAGEMENT, LLCBOSTON, MA$4.4M179,042
DIAMOND HILL CAPITAL MANAGEMENT INCCOLUMBUS, OH$3.9M159,832
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCLos Angeles, CA$3.2M131,158

Top fund holders (N-PORT)

FundRegistrantValue% of fund
Blackstone Alternative Multi-Strategy FundBlackstone Alternative Investment Funds$878K2.43%
U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC$386K0.52%
Master Small Cap Index SeriesQuantitative Master Series LLC$351K0.73%
Fidelity Series Total Market Index FundFidelity Concord Street Trust$332K0.03%
Small Cap Index FundNorthern Funds$85K0.61%
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIOSTATE STREET INSTITUTIONAL INVESTMENT TRUST$61K0.23%
Invesco Russell 2000 Dynamic Multifactor ETFInvesco Exchange-Traded Self-Indexed Fund Trust$36K1.27%
Dimensional US Core Equity 1 ETFDimensional ETF Trust$21K0.07%
TIAA Separate Account VA-1 - Stock Index AccountTIAA Separate Account VA-1$20K0.15%
CVT Russell 2000 Small Cap Index PortfolioCalvert Variable Trust, Inc.$15K0.57%
State Street Total Return V.I.S. FundSTATE STREET VARIABLE INSURANCE SERIES FUNDS INC$6K0.06%

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