As of November 6, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of First Western Financial, Inc. The largest reported stake is Wellington Management Group LLP's, at 7.7%. 6 filings are on record since August 14, 2025 (Schedule 13G/A, August 13, 2026).
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Key facts
- · Reporting person: Wellington Management Group LLP · Sole voting: 0 · Shared voting: 515,201 · Sole dispositive: 0 · Shared dispositive: 747,096 · SCHEDULE 13G/A, 2026-08-13
- · Holder: Wellington Management Group LLP · Percent: 10.5% · SCHEDULE 13G/A
- · Holder: Wellington Management Group LLP · Percent: 5.3% · SCHEDULE 13G
- · Reporting person: North Reef Capital Management LP · Sole voting: 0 · Shared voting: 685,954 · Sole dispositive: 0 · Shared dispositive: 685,954 · SCHEDULE 13G/A, 2026-02-17
- · Holder: Banc Fund X L.P. · Percent: 3.4% · SCHEDULE 13G/A
First Western Financial, Inc. has 6 Schedule 13D or 13G filings on record since 2025-08-14. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Wellington Management Group LLP | 7.7% | 747,096 | SCHEDULE 13G/A, 2026-08-13 | 2026-06-30 |
| North Reef Capital Management LP | 7.06% | 685,944 | SCHEDULE 13G/A, 2026-02-17 | 2025-12-31 |
| Banc Fund X L.P. | 3.4% | 346,090 | SCHEDULE 13G/A, 2026-02-17 | 2025-12-31 |
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Keep reading
More on First Western Financial, Inc. and the records around it.
First Western Financial, Inc. elsewhere on the record
Companies that share a holder
- North Reef Capital Management LP also filed stake reports on 9 other companies: Alkami Technology, Inc. (Aug 2026), i3 Verticals, Inc. (Aug 2026), Marketaxess Holdings Inc (Aug 2026)
- Banc Fund IX L.P. also filed stake reports on 14 other companies: Citizens Community Bancorp, Inc. (Feb 2026), FIRST NORTHERN COMMUNITY BANCORP (Feb 2026), Investar Holding Corp (Feb 2026)
- Wellington Management Group LLP also filed stake reports on 240 other companies: Hub Group, Inc. (Oct 2026), Latham Group, Inc. (Oct 2026), Redwood Trust, Inc. (Oct 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 0 | 515,201 | 0 | 747,096 | SCHEDULE 13G/A, 2026-08-13 |
| Wellington Group Holdings LLP | 0 | 515,201 | 0 | 747,096 | SCHEDULE 13G/A, 2026-08-13 |
| Wellington Investment Advisors Holdings LLP | 0 | 515,201 | 0 | 747,096 | SCHEDULE 13G/A, 2026-08-13 |
| Wellington Management Company LLP | 0 | 515,201 | 0 | 666,960 | SCHEDULE 13G/A, 2026-08-13 |
| North Reef Capital Management LP | 0 | 685,954 | 0 | 685,954 | SCHEDULE 13G/A, 2026-02-17 |
| North Reef Capital Management GP LLC | 0 | 685,954 | 0 | 685,954 | SCHEDULE 13G/A, 2026-02-17 |
| James H. Hanna, III | 0 | 685,954 | 0 | 685,954 | SCHEDULE 13G/A, 2026-02-17 |
The latest filing identifies First Western Financial, Inc. by CUSIP 33751L105 and gives its principal executive office as 1900 16th Street, Suite 1200, Denver (SCHEDULE 13G/A, 2026-08-13).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-14 | North Reef Capital Management LP | 5.6% | SCHEDULE 13G |
| 2026-02-17 | Banc Fund X L.P. | 3.4% | SCHEDULE 13G/A |
| 2026-02-17 | North Reef Capital Management LP | 7.06% | SCHEDULE 13G/A |
| 2026-05-15 | Wellington Management Group LLP | 5.3% | SCHEDULE 13G |
| 2026-08-06 | Wellington Management Group LLP | 10.5% | SCHEDULE 13G/A |
| 2026-08-13 | Wellington Management Group LLP | 7.7% | SCHEDULE 13G/A |
Questions about who owns First Western Financial, Inc.
Who owns First Western Financial, Inc.?
On this page, 2 holders' latest ownership filings report 5% or more of First Western Financial, Inc.: Wellington Management Group LLP (7.7%, Schedule 13G/A, filed 2026-08-13) and North Reef Capital Management LP (7.06%, Schedule 13G/A, filed 2026-02-17).
Who are the largest shareholders of First Western Financial, Inc.?
By the share each holder's latest filing reports, the largest holders of First Western Financial, Inc. on this page are Wellington Management Group LLP (7.7%) and North Reef Capital Management LP (7.06%).
When did Wellington Management Group LLP buy into First Western Financial, Inc.?
The filings give report dates, not purchase dates. The earliest filing from Wellington Management Group LLP on this page is the Schedule 13G, filed 2026-05-15, reporting 5.3%; its latest, Schedule 13G/A filed 2026-08-13, reports 7.7%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 6 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.