First Western Bancorp Inc (FWBI) Ownership

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of First Western Bancorp Inc (FWBI), owning a total of 2.9 million shares. Combined, the top 21 institutional holders of FWBI own 6.14% of the company with a total of 5.8 million shares.

In the latest ownership report, the top 21 institutional holders have increased their combined ownership of FWBI by 3.2 million shares, a 35.05% increase from the quarter prior.

Institution Ownership Chart

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Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc3.135%171.886%2,924,0881,848,6042021-06-30
Bank of New York Mellon Corp0.925%32.369%863,083211,0572021-06-30
Geode Capital Management, LLC0.465%906.267%433,550390,4652021-06-30
Renaissance Technologies Corp0.186%0.000%173,229173,2292021-06-30
Citadel Advisors Llc0.185%0.000%172,274172,2742021-06-30
Parsons Capital Management Inc0.180%0.000%168,20302021-06-30
Pensionmark Financial Group, LLC0.140%45.444%130,90040,9002021-03-31
Northern Trust Corp0.128%18.478%118,90818,5452021-06-30
Edmond de Rothschild Holding S.A.0.107%0.000%100,00002021-06-30
Goldman Sachs Group Inc0.089%0.000%83,07583,0752021-06-30
Virtu Financial LLC0.083%0.000%77,73477,7342021-03-31
Waldron, LP0.075%0.000%69,83502021-06-30
BlackRock Inc0.066%223.722%61,60142,5722021-06-30
State Street Corporation0.065%0.000%60,20060,2002021-06-30
Armistice Capital, LLC0.064%0.000%59,86302021-06-30
Wells Fargo & Co0.060%0.263%56,3361482021-06-30
U.S. Bancorp0.055%0.000%51,02002021-06-30
BlueCreek Investment Partners, LLC0.044%0.000%41,45041,4502021-06-30
Two Sigma Advisers, LLC0.036%-29.661%33,200-14,0002021-06-30
Traynor Capital Management, Inc0.032%0.000%30,00002021-06-30
Pensionmark Financial Group, LLC0.014%7.639%140,90010,0002021-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of First Western Bancorp Inc (FWBI), owning a total of 2.1 million shares. Combined, the top 33 mutual fund holders of FWBI own 4.51% of the company with a total of 4.3 million shares.

In the latest ownership report, the top 33 mutual funds have increased their combined ownership of FWBI by 183 thousand shares, a 4.10% increase from the quarter prior.

Mutual Funds Chart

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Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.256%0.000%2,104,12902021-08-31
Vanguard Extended Market Index Investor0.780%0.017%727,6351262021-08-31
Fidelity® Extended Market Index0.329%0.000%306,93002021-07-31
State St US Extended Mkt Indx NL Cl C0.248%0.000%24,70024,7002021-09-30
Fidelity® Series Total Market Index0.072%203.006%67,33745,1142021-07-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.070%0.000%64,93502021-08-31
NT Ext Equity Mkt Idx Fd - L0.067%42.656%62,02118,5452021-06-30
Northern Trust Extended Eq Market Idx0.067%42.656%62,02118,5452021-06-30
iShares Core S&P Total US Stock Mkt ETF0.065%0.000%60,81102021-08-31
Fidelity® Total Market Index0.063%0.000%59,12202021-07-31
NT Ext Equity Mkt Idx Fd - L0.062%0.000%6,20202021-09-30
iShares Core S&P Total US Stock Mkt ETF0.062%0.000%6,17002021-09-30
NT Ext Equity Mkt Idx Fd - NL0.057%0.000%52,95602021-06-30
NT Ext Equity Mkt Idx Fd - NL0.053%-0.019%5,295-12021-09-30
Fidelity® NASDAQ Composite Index®0.047%0.000%43,45002021-07-31
NT Ext Equity Mkt Idx Fd - DC - NL - T20.042%0.000%39,58539,5852021-03-31
NT Ext Equity Mkt Idx Fd - DC - NL - T20.040%1.334%4,026532021-09-30
Spartan Total Market Index Pool A0.034%0.000%31,67631,6762021-07-31
Fidelity® Extended Market Index0.031%0.000%306,93002021-08-31
USAA Extended Market Index0.013%7.333%12,1348292021-06-30
Interactive Israel Medical Innovatn Stks0.009%0.000%8,35302021-06-30
Fidelity® Series Total Market Index0.007%0.000%67,33702021-08-31
Fidelity® Total Market Index0.006%0.000%59,12202021-08-31
Spartan Extended Market Index Pool E0.006%191.507%5,3203,4952021-07-31
Fidelity® NASDAQ Composite Index®0.004%0.000%43,45002021-08-31
NT US Market Cap Idx Fd - L0.004%0.000%3,47402021-06-30
Northern Trust Wilshire 50000.004%0.000%3,47402021-06-30
NT US Market Cap Idx Fd - L0.004%0.000%34702021-09-30
Spartan Total Market Index Pool A0.003%0.000%31,67602021-08-31
iShares Core S&P US Total Mkt ETF0.001%7.084%1,043692021-08-31
iShares Core S&P US Total Mkt ETF0.001%-11.504%100-132021-09-29
Vanguard Balanced Index Inv0.001%0.000%68002021-08-31
Spartan Extended Market Index Pool E0.001%0.000%5,32002021-08-31

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