Wellington Management Group LLP Acquires 5.34% Stake in First Western Financial, Inc. (MYFW)

On May 15, 2026, Wellington Management Group LLP, along with its affiliates Wellington Group Holdings LLP and Wellington Investment Advisors Holdings LLP, filed a Schedule 13G regarding their holdings in First Western Financial, Inc. (MYFW). The filing reveals that the group has acquired a beneficial ownership of 520,329 shares of Common Stock, representing 5.34% of the class. This position was established as of the event date on March 31, 2026. The shares are held of record by various clients of investment advisers owned directly or indirectly by Wellington Management Group LLP. Specifically, the reporting entities share dispositive power over all 520,329 shares, while shared voting power is held over 382,328 shares. The filing indicates that these securities were acquired in the ordinary course of business and not for the purpose of influencing or changing control of the issuer. This marks a new significant position for the firm in First Western Financial, Inc. as the previous reported ownership was zero.