Cross-institution positioning
Aug 6, 2026Accumulation leaning. 1 accumulating across 1 comparable institution.
Source: Schedule 13 researchMYFW Institutional Ownership
First Western Financial Inc
Latest stored close $29.83 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Buy
70/100
2 tracked · 1 comparable
Latest filing
Aug 6, 2026
Positive breadth
2 positive · 0 negative
Recent close
$29.83
Research confidence
Limited
Institutional Research 77/100 · 1 accumulating · 0 reducing / exited
Ownership history
Reported ownership % history
Latest filing Aug 6, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating1
Newly reported1
Reducing / exited
0
52-week position
—
Institutional Intelligence
Why STOCKNODE says Buy
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Buy 70/100
Confidence:Limited
Why this signal
- 1 tracked institution accumulating versus 0 reducing/exited.
- 1 tracked institution shows persistent accumulation.
- Latest comparable Form 13F activity is net positive across tracked managers.
- Comparable SEC fundamentals are improving.
Institutional
78/100
Insiders
45/100
Fundamentals
70/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Aug 31, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 1 sale by 1 reporting owner. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Jul 24, 20262 non-amendment material events in the last 90 days; Latest classified evidence: Regulation FD disclosure. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Jul 31, 2026Revenue +27.7% YoY; Net income +128.9% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 71% through its reported 52-week range; +33.5% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Wellington Management Group.
Filed Aug 6, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Aug 6, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Wellington Management Group
Filed Aug 6, 2026
Direction locked
BlackRock
Filed Jan 29, 2024
Direction locked
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No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Wellington Management Group
Filed Aug 6, 2026
BlackRock
Filed Jan 29, 2024
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales11 reporting owner(s)
90-day purchase breadth0
90-day sale breadth1
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Aug 31, 2026 | Wylie Scott C | SOpen-market or private sale | Common Stock | 10.0K | $30.55 | Direct | Sep 2, 2026 |
| Jun 3, 2026 | Gart Thomas A | AGrant, award, or other acquisition | Common Stock | 974 | $0.00 | Direct | Jun 5, 2026 |
| Jun 3, 2026 | Hamill Patrick H | AGrant, award, or other acquisition | Common Stock | 974 | $0.00 | Direct | Jun 5, 2026 |
| Jun 3, 2026 | Latimer Luke A | AGrant, award, or other acquisition | Common Stock | 974 | $0.00 | Direct | Jun 5, 2026 |
| Jun 3, 2026 | Mitchell Scott C | AGrant, award, or other acquisition | Common Stock | 974 | $0.00 | Direct | Jun 5, 2026 |
| Jun 3, 2026 | Robinson Ellen S. | AGrant, award, or other acquisition | Common Stock | 974 | $0.00 | Direct | Jun 5, 2026 |
| Jun 3, 2026 | Smith Mark L | AGrant, award, or other acquisition | Common Stock | 974 | $0.00 | Direct | Jun 5, 2026 |
| Jun 3, 2026 | Zimlich Joseph C. | AGrant, award, or other acquisition | Common Stock | 974 | $0.00 | Direct | Jun 5, 2026 |
| Jun 3, 2026 | Duncan David R | AGrant, award, or other acquisition | Common Stock | 974 | $0.00 | Direct | Jun 5, 2026 |
| Jun 3, 2026 | Caponi Julie A | AGrant, award, or other acquisition | Common Stock | 974 | $0.00 | Direct | Jun 5, 2026 |
| May 22, 2026 | Wylie Scott C | SOpen-market or private sale | Common Stock | 6.4K | $28.31 | Direct | May 26, 2026 |
| May 20, 2026 | Wylie Scott C | SOpen-market or private sale | Common Stock | 1.1K | $28.52 | Direct | May 22, 2026 |
| May 5, 2026 | Wylie Scott C | SOpen-market or private sale | Common Stock | 7.5K | $28.70 | Direct | May 5, 2026 |
| May 4, 2026 | Courkamp Julie A | FTax/price withholding or payment | Common Stock | 417 | $28.55 | Direct | May 5, 2026 |
| May 4, 2026 | Weber David R. | FTax/price withholding or payment | Common Stock | 102 | $28.55 | Direct | May 5, 2026 |
| May 4, 2026 | Cassell Matthew C. | FTax/price withholding or payment | Common Stock | 36 | $28.55 | Direct | May 5, 2026 |
| May 4, 2026 | Wylie Scott C | FTax/price withholding or payment | Common Stock | 1.4K | $28.55 | Direct | May 5, 2026 |
| May 1, 2026 | Courkamp Julie A | FTax/price withholding or payment | Common Stock | 1.1K | $28.55 | Direct | May 5, 2026 |
| May 1, 2026 | Courkamp Julie A | AGrant, award, or other acquisition | Common Stock | 3.9K | $0.00 | Direct | May 5, 2026 |
| May 1, 2026 | Weber David R. | FTax/price withholding or payment | Common Stock | 240 | $28.55 | Direct | May 5, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Jul 24, 2026 | 8-K | 7.01, 9.01 | Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Jul 23, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Jun 5, 2026 | 8-K | 5.07, 9.01 | Shareholder vote results; Financial statements / exhibits | — | Filing |
| Jun 2, 2026 | 8-K | 7.01, 9.01 | Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| May 4, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| May 1, 2026 | 8-K | 7.01, 9.01 | Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Apr 23, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Feb 24, 2026 | 8-K | 7.01, 9.01 | Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Jan 22, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Nov 4, 2025 | 8-K | 7.01, 9.01 | Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Oct 23, 2025 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$28.6M
Q2 2026
+27.7% YoY 10-Q filed Jul 31, 2026
Net income
$5.7M
Q2 2026
+128.9% YoY 10-Q filed Jul 31, 2026
Diluted EPS
$0.57
Q2 2026
+119.2% YoY 10-Q filed Jul 31, 2026
Operating cash flow
$27.4M
YTD through Jun 30, 2026
+2,659.4% YoY 10-Q filed Jul 31, 2026
Free cash flow
$25.9M
YTD through Jun 30, 2026
+1,063.1% YoY 10-Q filed Jul 31, 2026
Cash & equivalents
$310.2M
As of Sep 30, 2021
10-Q filed Nov 5, 2021
Assets
$3.2B
As of Jun 30, 2026
+7.0% YoY 10-Q filed Jul 31, 2026
Liabilities
$3.0B
As of Jun 30, 2026
+6.8% YoY 10-Q filed Jul 31, 2026
Stockholders’ equity
$280.6M
As of Jun 30, 2026
+8.4% YoY 10-Q filed Jul 31, 2026
Shares outstanding
9.8M
As of Jul 29, 2026
+0.5% YoY 10-Q filed Jul 31, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Jun 30, 2026 | $28.6M | +27.7% |
| Ended Mar 31, 2026 | $28.3M | +14.4% |
| Ended Sep 30, 2025 | $24.0M | +9.1% |
| Ended Jun 30, 2025 | $22.4M | +9.8% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Dec 31, 2025 | $96.9M | +7.6% |
| Ended Dec 31, 2024 | $90.1M | +8.9% |
| Ended Dec 31, 2023 | $82.7M | -23.4% |
| Ended Dec 31, 2022 | $107.9M | +13.1% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$30.75
View live quote ↗
52-week low
$21.96
Sep 30, 2025
52-week high
$34.36
Jul 17, 2026
Below 52-week high
10.5%
1W return
-0.5%
1M return
-3.0%
3M return
+2.7%
6M return
+28.2%
YTD return
+14.7%
1Y return
+33.5%
30-day volatility
17.0%
90-day volatility
22.6%
1Y max drawdown
-13.4%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 6 filing(s) · 3 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Wellington Management Group CIK0000902219 | Jul 31, 2026 observed Aug 6, 2026 filed · 6d Schedule 13G amendment | Reported accumulation | 1.0M +279.6K | 10.51% +2.81 pts | $31.15 | $31.68 | $29.83 |
| Wellington Management Group CIK0000902219 | Jun 30, 2026 observed Aug 13, 2026 filed · 44d Schedule 13G amendment | Reported accumulation | 747.1K +226.8K | 7.70% +2.36 pts | $32.11 | $31.60 | $29.83 |
| Wellington Management Group CIK0000902219 | Mar 31, 2026 observed May 15, 2026 filed · 45d Initial Schedule 13G | Initial Schedule 13G | 520.3K | 5.34% | $24.58 | $28.10 | $29.83 |
Explore more institutional activity
Related research
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