第一西方金融公司
DE ˙ DB ˙ US33751L1052
€24.00 ↑0.40 (1.69%)
2026-06-05
分享價格
SecurityDE:33Q / First Western Financial, Inc.
InstitutionVanguard Group Inc
Latest Disclosed Ownership455,597 shares
Latest Disclosed Value $ 12,214,555
Vanguard Group Inc reports 6.59% increase in ownership of 33Q / First Western Financial, Inc.

On January 29, 2026 - Vanguard Group Inc filed a 13F-HR form disclosing ownership of 455,597 shares of First Western Financial, Inc. (DE:33Q) valued at $9,840,895 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 7, 2025 disclosing 427,427 shares of First Western Financial, Inc.. This represents a change in shares of 6.59% during the quarter. The current value of the position is $10,934,328 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-01-29 2025-12-31 13F FIRST WESTN FINL COM 33751L105 455,597 28,170 6.59 12,215 24.11 0.0002
2025-11-07 2025-09-30 13F FIRST WESTN FINL COM 33751L105 427,427 -6,025 -1.39 9,842 0.64 0.0001
2025-08-11 2025-06-30 13F FIRST WESTN FINL COM 33751L105 433,452 31,962 7.96 9,779 23.94 0.0002
2025-05-09 2025-03-31 13F FIRST WESTN FINL COM 33751L105 401,490 -1,895 -0.47 7,889 0.04 0.0001
2025-02-11 2024-12-31 13F FIRST WESTN FINL COM 33751L105 403,385 1,759 0.44 7,886 -1.82 0.0001
2024-11-13 2024-09-30 13F FIRST WESTN FINL COM 33751L105 401,626 7,437 1.89 8,033 19.86 0.0001
2024-08-13 2024-06-30 13F FIRST WESTN FINL COM 33751L105 394,189 24,876 6.74 6,701 24.46 0.0001
2024-05-10 2024-03-31 13F FIRST WESTN FINL COM 33751L105 369,313 4,415 1.21 5,385 -25.58 0.0001
2024-03-11 2023-12-31 13F/A-1 FIRST WESTN FINL COM 33751L105 364,898 7,897 2.21 7,236 11.67 0.0002
2024-02-14 2023-12-31 13F FIRST WESTN FINL COM 33751L105 364,898 7,897 7,236 0.0001
2023-12-18 2023-09-30 13F/A-1 FIRST WESTN FINL COM 33751L105 357,001 7,420 2.12 6,480 -0.35 0.0002
2023-11-14 2023-09-30 13F FIRST WESTN FINL COM 33751L105 357,001 7,420 6,480 0.0000
2023-08-14 2023-06-30 13F FIRST WESTN FINL COM 33751L105 349,581 -18,755 -5.09 6,502 -10.85 0.0002
2023-07-14 2023-03-31 13F/A-1 FIRST WESTN FINL COM 33751L105 368,336 11,155 3.12 7,293 -27.46 0.0002
2023-05-15 2023-03-31 13F FIRST WESTN FINL COM 33751L105 368,336 11,155 7,293 0.0000
2023-02-10 2022-12-31 13F FIRST WESTN FINL COM 33751L105 357,181 11,193 3.24 10,055 17.89 0.0003
2022-11-14 2022-09-30 13F FIRST WESTN FINL COM 33751L105 345,988 -7,236 -2.05 8,528 -11.20 0.0003
2022-08-12 2022-06-30 13F FIRST WESTN FINL COM 33751L105 353,224 86,255 32.31 9,604 15.09 0.0003
2022-05-13 2022-03-31 13F FIRST WESTN FINL COM 33751L105 266,969 13,855 5.47 8,345 8.59 0.0002
2022-02-14 2021-12-31 13F FIRST WESTN FINL COM 33751L105 253,114 -345 -0.14 7,685 5.09 0.0002
2021-11-12 2021-09-30 13F FIRST WESTN FINL COM 33751L105 253,459 7,298 2.96 7,313 14.75 0.0002
2021-08-13 2021-06-30 13F FIRST WESTN FINL COM 33751L105 246,161 16,589 7.23 6,373 10.99 0.0002
2021-05-14 2021-03-31 13F FIRST WESTN FINL COM 33751L105 229,572 31,022 15.62 5,742 47.80 0.0002
2021-02-12 2020-12-31 13F FIRST WESTN FINL COM 33751L105 198,550 10,011 5.31 3,885 59.09 0.0001
2020-11-16 2020-09-30 13F FIRST WESTN FINL COM 33751L105 188,539 -169 -0.09 2,442 -9.22 0.0001
2020-08-14 2020-06-30 13F FIRST WESTN FINL COM 33751L105 188,708 15,106 8.70 2,690 9.62 0.0001
2020-05-15 2020-03-31 13F FIRST WESTN FINL COM 33751L105 173,602 0 0.00 2,454 -14.17 0.0001
2020-02-14 2019-12-31 13F FIRST WESTN FINL COM 33751L105 173,602 4,434 2.62 2,859 -1.11 0.0001
2019-11-14 2019-09-30 13F FIRST WESTN FINL COM 33751L105 169,168 81,159 92.22 2,891 147.73 0.0001
2019-08-14 2019-06-30 13F FIRST WESTN FINL COM 33751L105 88,009 18,600 26.80 1,167 28.24 0.0000
2019-05-15 2019-03-31 13F FIRST WESTN FINL COM 33751L105 69,409 33,533 93.47 910 116.67 0.0000
2019-02-14 2018-12-31 13F FIRST WESTN FINL COM 33751L105 35,876 16,616 86.27 420 24.63 0.0000
2018-12-13 2018-09-30 13F/A-2 FIRST WESTN FINL COM 33751L105 19,260 19,260 337 0.0000
2018-11-23 2018-09-30 13F/A-1 FIRST WESTN FINL COM 33751L105 19,260 0 337 0.0000
2018-11-14 2018-09-30 13F FIRST WESTN FINL COM 33751L105 19,260 337 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.