13F

Stock

First Westn Finl Inc

Ticker not mapped · held by 94 managers

Reported value

$156.1M

Holders

94

+3 new · −6 exited

Holders’ est. mark

−$11.5M

Price effect on 87 books still in the name

Largest holder

$17.6M

North Reef Capital Management LP

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
North Reef Capital Management LP716.6K$17.6M−$1.53MCut−$776.2K
WELLINGTON MANAGEMENT GROUP LLP520.3K$12.8M−$541.2KAdded$6.28M
BlackRock, Inc.496.4K$12.2M−$1.11MCut−$1.31M
VANGUARD CAPITAL MANAGEMENT LLC353.8K$8.7MHeld
BANC FUNDS CO LLC348.4K$8.56M−$771.8KCut−$714.9K
ALGEBRIS (UK) LTD344K$8.44M−$778.1KCut−$698.5K
DIMENSIONAL FUND ADVISORS LP261.7K$6.43M−$568.4KCut−$410.1K
JACOBS ASSET MANAGEMENT, LLC257.8K$6.34M−$574.9KCut−$840.9K
MENDON CAPITAL ADVISORS CORP253.3K$6.23M−$564.9KCut−$564.9K
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.248.2K$6.1M−$553.5KCut−$1.16M
ALLIANCEBERNSTEIN L.P.206.9K$5.55M−$1Added$77.8K
Curi Capital, LLC197.1K$4.84M−$439.4KCut−$439.4K
GEODE CAPITAL MANAGEMENT, LLC179K$4.4M−$398.9KCut−$430.3K
DIAMOND HILL CAPITAL MANAGEMENT INC159.8K$3.93M−$353.8KCut−$324.5K
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC131.2K$3.22M−$291.7KCut−$282.8K
State Street129.3K$3.18M−$286.4KCut−$264K
BOOTHBAY FUND MANAGEMENT, LLC113K$2.78M−$252KCut−$1.38M
Brevan Howard Capital Management LP100K$2.46M−$152.1KAdded$629.4K
SEI INVESTMENTS CO98.7K$2.43M−$108.1KAdded$1.13M
First Western Trust Bank98.2K$2.41M−$204KCut−$38K
PMC FIG Opportunities LLC87.5K$2.15M−$195.1KCut−$722.6K
BRIDGEWAY CAPITAL MANAGEMENT, LLC83.8K$2.06M−$180KCut−$103K
NORTHERN TRUST CORP58K$1.42M−$123.8KCut−$63.4K
Rosenthal | Henry Capital Advisors, Inc.55.1K$1.35M−$122.9KCut−$122.9K
Cherry Creek Investment Advisors, Inc.51.9K$1.28M−$115.8KCut−$115.8K
VANGUARD FIDUCIARY TRUST CO51.1K$1.26MHeld
VANGUARD PORTFOLIO MANAGEMENT LLC48.5K$1.19MHeld
Round Rock Advisors LLC47.4K$1.17M−$91.6KAdded$64.5K
Sippican Capital Advisors46.5K$1.14M−$103.6KCut−$139.8K
Biltmore Family Office, LLC45.3K$1.11M−$101.1KCut−$101.1K
Empowered Funds, LLC36.5K$896.4K−$74.3KAdded$2.67K
Persistent Asset Partners Ltd34.5K$848.5K−$77KCut−$161.1K
GOLDMAN SACHS GROUP INC33.8K$830.1K−$62.2KAdded$82.5K
SummerHaven Investment Management, LLC31.4K$771.4K−$70KCut−$181.7K
UBS Group AG28.9K$709.4K−$12.1KAdded$564.1K
FIRST TRUST ADVISORS LP27.9K$686.1K−$62.2KCut−$68.2K
MORGAN STANLEY27.4K$673.6K−$61.1KCut−$273.1K
RAYMOND JAMES FINANCIAL INC25K$614.5K−$55.8KCut−$55.8K
Nuveen, LLC24.3K$596.6K−$53.7KCut−$49.5K
STRS OHIO21.6K$530.9K−$48.2KCut−$48.2K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC20.7K$508.8K−$46.2KCut−$97.6K
Bank of New York Mellon Corp19.2K$470.9K−$42.7KCut−$74.9K
AMERIPRISE FINANCIAL INC19K$467K−$42.4KCut−$42.4K
Renaissance Technologies18.1K$444.9K−$40.4KCut−$649K
ELCO Management Co., LLC14.7K$362.5K−$32.9KCut−$32.9K
AMERICAN CENTURY COMPANIES INC14.1K$346K−$31.4KCut−$31.4K
Icahn Capital14.1K$345.6K−$29.5KCut−$8.73K
Lido Advisors, LLC13.1K$321.5K$20.3KAdded$859
BANK OF AMERICA CORP /DE/12.1K$296.3K−$24.3KAdded$4.71K
TWO SIGMA INVESTMENTS, LP11.8K$290.9K−$26.4KCut−$533.6K
Trexquant Investment LP11.4K$279.3K−$25.3KCut−$306.4K
BARCLAYS PLC10.7K$262.8K−$23.8KCut−$321.3K
RHUMBLINE ADVISERS10K$246.5K−$22.2KCut−$20.4K
Concurrent Investment Advisors, LLC9.37K$230.4KNew
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP8.42K$207K−$18.8KCut−$63.9K
DEUTSCHE BANK AG\7.2K$176.9K−$16.1KCut−$24.6K
LOS ANGELES CAPITAL MANAGEMENT LLC6.75K$166K$13KCut−$205.5K
MetLife Investment Management, LLC4.62K$113.6K−$10.3KCut−$10.3K
WELLS FARGO & COMPANY/MN4.14K$101.7K−$9.22KCut−$182.7K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3.93K$96.6K−$8.54KCut−$6.03K
JPMORGAN CHASE & CO3.37K$83.4K−$6.8KCut−$28.6K
Fidelity2.98K$73.2K−$6.64KCut−$16.2K
Police & Firemen's Retirement System of New Jersey2.79K$68.7K−$6.23KCut−$6.23K
Vanguard Global Advisers, LLC2.69K$66.1KHeld
BNP PARIBAS FINANCIAL MARKETS1.75K$43K−$3.9KCut−$5.89K
Tower Research Capital LLC (TRC)1.17K$28.7K−$928Added$17.5K
NEW YORK STATE COMMON RETIREMENT FUND1.07K$26.3K−$2.38KCut−$2.38K
Russell Investments Group, Ltd.841$20.7K−$1.88KCut−$1.88K
Legal & General Group Plc751$18.5K−$1.67KCut−$3.26K
CWM, LLC719$17.7K$16.9KAdded$17.7K
Ameritas Investment Partners, Inc.592$14.6K−$1.32KCut−$1.32K
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM448$11K−$999Cut−$2.63K
CITIGROUP INC402$9.88K−$419Added$4.84K
Sterling Capital Management LLC197$4.84K−$440Cut−$3.95K
Tieton Capital Management, LLC190.1K$4.67K−$409Cut−$250
Essential Partners LLC160$3.93K−$357Cut−$357
GAMMA Investing LLC111$2.73K−$206Added$261
ACADIAN ASSET MANAGEMENT LLC103.7K$2.54K−$231Cut−$231
ROYAL BANK OF CANADA89$2K−$594Cut−$11K
Optiver Holding B.V.78$1.92K−$174Cut−$1.89K
EverSource Wealth Advisors, LLC50$1.23K−$106Cut−$57
PNC Financial Services Group, Inc.20$492−$45Cut−$125
Allworth Financial LP17$418−$18Added$203
Versant Capital Management, Inc12$295−$27Cut−$27
NISA INVESTMENT ADVISORS, LLC10$246−$22Cut−$22
True Wealth Design, LLC9$222−$20Cut−$20
IFP Advisors, Inc9$221−$20Cut−$20
Farther Finance Advisors, LLC6$150−$9Added$16
MAI Capital Management5$123−$10Added$15
Root Financial Partners, LLC4$98New
ROTHSCHILD INVESTMENT LLC3$74New
Sunbelt Securities, Inc.1$25−$2Cut−$2
State of Alaska, Department of Revenue696$17−$0Added$5
HARBOR CAPITAL ADVISORS, INC.163$4$0Added$1

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.