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Compiled from SEC Form N-PX filings and FIRST WESTERN FINANCIAL INC.’s Form 8-K (Item 5.07 on EDGAR). Page generated 02 October 2026.
Proxy season: 2024-2025 2025-2026
Explore FIRST WESTERN FINANCIAL INC. in the interactive database Compare manager voting policies
These tallies are FIRST WESTERN FINANCIAL INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Scott C. Wylie | 6,293,614 | -- | -- | 42,149 | 820,998 | Majority: yes |
| Elect Director: Julie A. Caponi | 5,911,741 | -- | -- | 424,022 | 820,998 | Majority: yes |
| Elect Director: Julie A. Courkamp | 6,311,861 | -- | -- | 23,902 | 820,998 | Majority: yes |
| Elect Director: David R. Duncan | 5,923,822 | -- | -- | 411,941 | 820,998 | Majority: yes |
| Elect Director: Thomas A. Gart | 6,284,789 | -- | -- | 50,974 | 820,998 | Majority: yes |
| Elect Director: Patrick H. Hamill | 5,920,547 | -- | -- | 415,216 | 820,998 | Majority: yes |
| Elect Director: Luke A. Latimer | 6,205,153 | -- | -- | 130,610 | 820,998 | Majority: yes |
| Elect Director: Scott C. Mitchell | 6,217,716 | -- | -- | 118,047 | 820,998 | Majority: yes |
| Elect Director: Ellen S. Robinson | 6,315,007 | -- | -- | 20,756 | 820,998 | Majority: yes |
| Elect Director: Mark L. Smith | 6,219,661 | -- | -- | 116,102 | 820,998 | Majority: yes |
| Elect Director: Joseph C. Zimlich | 5,814,886 | -- | -- | 520,877 | 820,998 | Majority: yes |
| Proposal 2: Ratification of Appointment of Crowe LLP as the Company's Independent Registered Public Accounting Firm At the Annual Meeting, the Company's shareholders ratified the appointment of Crowe LLP as the independent registered public accounting firm of | 6,968,273 | 188,488 | 0 | -- | -- | Majority: yes |
| Proposal 3: Advisory, Non-Binding Vote to Approve the Compensation Paid to the Company's Named Executive Officers At the Annual Meeting, the Company's shareholders approved, on an advisory, non-binding basis, the compensation of the Company's named executive o | 5,844,322 | 463,102 | 28,339 | -- | -- | Majority: yes |
| Proposal 4: Approval of First Western Financial, Inc | 5,183,553 | 1,151,810 | 400 | -- | -- | Majority: yes |
Source: FIRST WESTERN FINANCIAL INC., Form 8-K — read the filing on EDGAR.
Each item below shows how the 102 asset managers that disclosed a FIRST WESTERN FINANCIAL INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.
Combines 4 wordings of this item as funds reported it.
93% Majority: yes · of votes cast
FIRST WESTERN FINANCIAL INC.’s own tally for this item (“Proposal 3: Advisory, Non-Binding Vote to Approve the Compensation Paid to the Company's Named Executive Officers At the Annual Meeting, the Company's shareholders approved, on an advisory, non-binding basis, the compens”): 5,844,322 for, 463,102 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 9,715,432 outstanding shares: 60% for, 5% against (65% of the company cast a for/against vote).
The 101 asset managers below cast 89% of the shares they voted on this item FOR (3,424,366 for, 439,731 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 463,844 | 0 | 0 | 0 | For |
| Vanguard | 402,742 | 0 | 0 | 0 | For |
| AllianceBernstein | 0 | 373,651 | 0 | 0 | Against |
| WASATCH ADVISORS LP | 228,171 | 0 | 0 | 0 | For |
| Rhino Investment Partners, Inc | 220,713 | 0 | 0 | 0 | For |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 210,505 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 196,656 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 175,622 | 0 | 0 | 0 | For |
| Fidelity | 158,454 | 0 | 0 | 0 | For |
| Dimensional | 135,314 | 0 | 0 | 0 | For |
| Tieton Capital Management, LLC | 133,804 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 114,000 | 0 | 0 | 0 | For |
| State Street | 99,496 | 0 | 0 | 0 | For |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 87,207 | 0 | 0 | 0 | For |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 68,221 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 63,820 | 0 | 0 | 0 | For |
| Northern Trust | 58,937 | 0 | 0 | 0 | For |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 55,482 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 54,082 | 0 | 0 | 0 | For |
| Biltmore Family Office, LLC | 45,316 | 0 | 0 | 0 | For |
| Charles Schwab | 45,108 | 0 | 0 | 0 | For |
| Maryland State Retirement & Pension System | 35,845 | 0 | 0 | 0 | For |
| Family Management Corp | 30,515 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 29,574 | 0 | 0 | 0 | For |
| Nuveen | 0 | 28,148 | 0 | 0 | Against |
Showing the 25 largest of 101 asset managers. See all 101 in the interactive database.
Combines 2 wordings of this item as funds reported it.
82% Majority: yes · of votes cast
FIRST WESTERN FINANCIAL INC.’s own tally for this item (“Proposal 4: Approval of First Western Financial, Inc”): 5,183,553 for, 1,151,810 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 9,715,432 outstanding shares: 53.4% for, 12% against (65% of the company cast a for/against vote).
The 45 asset managers below cast 76% of the shares they voted on this item FOR (1,267,332 for, 390,879 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 395,374 | 0 | 0 | 0 | For |
| BlackRock | 323,533 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 196,656 | 0 | 0 | 0 | For |
| Fidelity | 155,356 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 0 | 114,000 | 0 | 0 | Against |
| Dimensional | 0 | 106,909 | 0 | 0 | Against |
| DIAMOND HILL FUNDS | 63,820 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 54,082 | 0 | 0 | Against |
| FORUM FUNDS II | 29,574 | 0 | 0 | 0 | For |
| TIAA | 0 | 25,979 | 0 | 0 | Against |
| CLEARWATER INVESTMENT TRUST | 0 | 25,391 | 0 | 0 | Against |
| EA Series Trust | 24,880 | 0 | 0 | 0 | For |
| Charles Schwab | 22,554 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 0 | 20,968 | 0 | 0 | Against |
| Equitable | 17,135 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,276 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 0 | 6,600 | 0 | 0 | Against |
| Lincoln Financial | 5,900 | 385 | 0 | 0 | For |
| First Trust | 0 | 5,669 | 0 | 0 | Against |
| American Century | 0 | 5,464 | 0 | 0 | Against |
| Global X | 4,848 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 0 | 3,972 | 0 | 0 | Against |
| Pacific Life | 3,946 | 0 | 0 | 0 | For |
| Northern Trust | 0 | 3,372 | 0 | 0 | Against |
| John Hancock | 0 | 3,330 | 0 | 0 | Against |
Showing the 25 largest of 45 asset managers. See all 45 in the interactive database.
Combines 5 wordings of this item as funds reported it.
93% Majority: yes · of votes cast
FIRST WESTERN FINANCIAL INC.’s own tally for this item (“Elect Director: David R. Duncan”): 5,923,822 for, 411,941 withheld, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 9,715,432 outstanding shares: 61% for, 4% withheld (65% of the company cast a for/withheld vote).
The 44 asset managers below cast 100% of the shares they voted on this item FOR (1,630,291 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 395,374 | 0 | 0 | 0 | For |
| BlackRock | 323,533 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 196,656 | 0 | 0 | 0 | For |
| Fidelity | 155,356 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 114,000 | 0 | 0 | 0 | For |
| Dimensional | 106,909 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 63,820 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 54,082 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 29,574 | 0 | 0 | 0 | For |
| TIAA | 25,979 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 25,391 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 24,880 | 0 | Abstain |
| Charles Schwab | 22,554 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 20,968 | 0 | 0 | 0 | For |
| Equitable | 14,095 | 0 | 3,040 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,276 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 6,600 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,285 | 0 | 0 | 0 | For |
| First Trust | 5,669 | 0 | 0 | 0 | For |
| American Century | 5,464 | 0 | 0 | 0 | For |
| Global X | 4,848 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,972 | 0 | 0 | 0 | For |
| Pacific Life | 3,946 | 0 | 0 | 0 | For |
| Northern Trust | 3,372 | 0 | 0 | 0 | For |
| John Hancock | 3,330 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 5 wordings of this item as funds reported it.
99.6% Majority: yes · of votes cast
FIRST WESTERN FINANCIAL INC.’s own tally for this item (“Elect Director: Ellen S. Robinson”): 6,315,007 for, 20,756 withheld, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 9,715,432 outstanding shares: 65% for, 0.3% withheld (65% of the company cast a for/withheld vote).
The 44 asset managers below cast 100% of the shares they voted on this item FOR (1,658,211 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 395,374 | 0 | 0 | 0 | For |
| BlackRock | 323,533 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 196,656 | 0 | 0 | 0 | For |
| Fidelity | 155,356 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 114,000 | 0 | 0 | 0 | For |
| Dimensional | 106,909 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 63,820 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 54,082 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 29,574 | 0 | 0 | 0 | For |
| TIAA | 25,979 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 25,391 | 0 | 0 | 0 | For |
| EA Series Trust | 24,880 | 0 | 0 | 0 | For |
| Charles Schwab | 22,554 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 20,968 | 0 | 0 | 0 | For |
| Equitable | 17,135 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,276 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 6,600 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,285 | 0 | 0 | 0 | For |
| First Trust | 5,669 | 0 | 0 | 0 | For |
| American Century | 5,464 | 0 | 0 | 0 | For |
| Global X | 4,848 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,972 | 0 | 0 | 0 | For |
| Pacific Life | 3,946 | 0 | 0 | 0 | For |
| Northern Trust | 3,372 | 0 | 0 | 0 | For |
| John Hancock | 3,330 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 5 wordings of this item as funds reported it.
92% Majority: yes · of votes cast
FIRST WESTERN FINANCIAL INC.’s own tally for this item (“Elect Director: Joseph C. Zimlich”): 5,814,886 for, 520,877 withheld, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 9,715,432 outstanding shares: 60% for, 5% withheld (65% of the company cast a for/withheld vote).
The 44 asset managers below cast 100% of the shares they voted on this item FOR (1,596,821 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 395,374 | 0 | 0 | 0 | For |
| BlackRock | 323,533 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 196,656 | 0 | 0 | 0 | For |
| Fidelity | 155,356 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 114,000 | 0 | 0 | 0 | For |
| Dimensional | 106,909 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 63,820 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 54,082 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 29,574 | 0 | 0 | 0 | For |
| TIAA | 0 | 0 | 25,979 | 0 | Abstain |
| CLEARWATER INVESTMENT TRUST | 25,391 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 24,880 | 0 | Abstain |
| Charles Schwab | 22,554 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 20,968 | 0 | 0 | 0 | For |
| Equitable | 14,095 | 0 | 3,040 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,276 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 0 | 0 | 6,600 | 0 | Abstain |
| Lincoln Financial | 6,285 | 0 | 0 | 0 | For |
| First Trust | 5,669 | 0 | 0 | 0 | For |
| American Century | 5,464 | 0 | 0 | 0 | For |
| Global X | 4,848 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,972 | 0 | 0 | 0 | For |
| Pacific Life | 3,946 | 0 | 0 | 0 | For |
| Northern Trust | 3,372 | 0 | 0 | 0 | For |
| John Hancock | 3,330 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 5 wordings of this item as funds reported it.
93% Majority: yes · of votes cast
FIRST WESTERN FINANCIAL INC.’s own tally for this item (“Elect Director: Julie A. Caponi”): 5,911,741 for, 424,022 withheld, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 9,715,432 outstanding shares: 61% for, 4% withheld (65% of the company cast a for/withheld vote).
The 44 asset managers below cast 100% of the shares they voted on this item FOR (1,630,291 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 395,374 | 0 | 0 | 0 | For |
| BlackRock | 323,533 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 196,656 | 0 | 0 | 0 | For |
| Fidelity | 155,356 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 114,000 | 0 | 0 | 0 | For |
| Dimensional | 106,909 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 63,820 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 54,082 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 29,574 | 0 | 0 | 0 | For |
| TIAA | 25,979 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 25,391 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 24,880 | 0 | Abstain |
| Charles Schwab | 22,554 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 20,968 | 0 | 0 | 0 | For |
| Equitable | 14,095 | 0 | 3,040 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,276 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 6,600 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,285 | 0 | 0 | 0 | For |
| First Trust | 5,669 | 0 | 0 | 0 | For |
| American Century | 5,464 | 0 | 0 | 0 | For |
| Global X | 4,848 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,972 | 0 | 0 | 0 | For |
| Pacific Life | 3,946 | 0 | 0 | 0 | For |
| Northern Trust | 3,372 | 0 | 0 | 0 | For |
| John Hancock | 3,330 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 5 wordings of this item as funds reported it.
99.6% Majority: yes · of votes cast
FIRST WESTERN FINANCIAL INC.’s own tally for this item (“Elect Director: Julie A. Courkamp”): 6,311,861 for, 23,902 withheld, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 9,715,432 outstanding shares: 65% for, 0.3% withheld (65% of the company cast a for/withheld vote).
The 44 asset managers below cast 100% of the shares they voted on this item FOR (1,658,211 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 395,374 | 0 | 0 | 0 | For |
| BlackRock | 323,533 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 196,656 | 0 | 0 | 0 | For |
| Fidelity | 155,356 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 114,000 | 0 | 0 | 0 | For |
| Dimensional | 106,909 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 63,820 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 54,082 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 29,574 | 0 | 0 | 0 | For |
| TIAA | 25,979 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 25,391 | 0 | 0 | 0 | For |
| EA Series Trust | 24,880 | 0 | 0 | 0 | For |
| Charles Schwab | 22,554 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 20,968 | 0 | 0 | 0 | For |
| Equitable | 17,135 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,276 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 6,600 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,285 | 0 | 0 | 0 | For |
| First Trust | 5,669 | 0 | 0 | 0 | For |
| American Century | 5,464 | 0 | 0 | 0 | For |
| Global X | 4,848 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,972 | 0 | 0 | 0 | For |
| Pacific Life | 3,946 | 0 | 0 | 0 | For |
| Northern Trust | 3,372 | 0 | 0 | 0 | For |
| John Hancock | 3,330 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 5 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
FIRST WESTERN FINANCIAL INC.’s own tally for this item (“Elect Director: Luke A. Latimer”): 6,205,153 for, 130,610 withheld, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 9,715,432 outstanding shares: 64% for, 1% withheld (65% of the company cast a for/withheld vote).
The 44 asset managers below cast 100% of the shares they voted on this item FOR (1,626,139 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 395,374 | 0 | 0 | 0 | For |
| BlackRock | 323,533 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 196,656 | 0 | 0 | 0 | For |
| Fidelity | 155,356 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 114,000 | 0 | 0 | 0 | For |
| Dimensional | 106,909 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 63,820 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 54,082 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 29,574 | 0 | 0 | 0 | For |
| TIAA | 25,979 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 25,391 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 24,880 | 0 | Abstain |
| Charles Schwab | 22,554 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 20,968 | 0 | 0 | 0 | For |
| Equitable | 17,135 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,276 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 0 | 0 | 6,600 | 0 | Abstain |
| Lincoln Financial | 6,285 | 0 | 0 | 0 | For |
| First Trust | 5,669 | 0 | 0 | 0 | For |
| American Century | 5,464 | 0 | 0 | 0 | For |
| Global X | 4,848 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,972 | 0 | 0 | 0 | For |
| Pacific Life | 3,946 | 0 | 0 | 0 | For |
| Northern Trust | 3,372 | 0 | 0 | 0 | For |
| John Hancock | 3,330 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 5 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
FIRST WESTERN FINANCIAL INC.’s own tally for this item (“Elect Director: Mark L. Smith”): 6,219,661 for, 116,102 withheld, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 9,715,432 outstanding shares: 64% for, 1% withheld (65% of the company cast a for/withheld vote).
The 44 asset managers below cast 100% of the shares they voted on this item FOR (1,625,840 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 395,374 | 0 | 0 | 0 | For |
| BlackRock | 323,533 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 196,656 | 0 | 0 | 0 | For |
| Fidelity | 155,356 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 114,000 | 0 | 0 | 0 | For |
| Dimensional | 106,909 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 63,820 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 54,082 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 29,574 | 0 | 0 | 0 | For |
| TIAA | 25,979 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 25,391 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 24,880 | 0 | Abstain |
| Charles Schwab | 22,554 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 20,968 | 0 | 0 | 0 | For |
| Equitable | 17,135 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,276 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 0 | 0 | 6,600 | 0 | Abstain |
| Lincoln Financial | 6,285 | 0 | 0 | 0 | For |
| First Trust | 5,669 | 0 | 0 | 0 | For |
| American Century | 5,464 | 0 | 0 | 0 | For |
| Global X | 4,848 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,972 | 0 | 0 | 0 | For |
| Pacific Life | 3,946 | 0 | 0 | 0 | For |
| Northern Trust | 3,372 | 0 | 0 | 0 | For |
| John Hancock | 3,330 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 5 wordings of this item as funds reported it.
93% Majority: yes · of votes cast
FIRST WESTERN FINANCIAL INC.’s own tally for this item (“Elect Director: Patrick H. Hamill”): 5,920,547 for, 415,216 withheld, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 9,715,432 outstanding shares: 61% for, 4% withheld (65% of the company cast a for/withheld vote).
The 44 asset managers below cast 100% of the shares they voted on this item FOR (1,629,992 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 395,374 | 0 | 0 | 0 | For |
| BlackRock | 323,533 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 196,656 | 0 | 0 | 0 | For |
| Fidelity | 155,356 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 114,000 | 0 | 0 | 0 | For |
| Dimensional | 106,909 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 63,820 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 54,082 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 29,574 | 0 | 0 | 0 | For |
| TIAA | 25,979 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 25,391 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 24,880 | 0 | Abstain |
| Charles Schwab | 22,554 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 20,968 | 0 | 0 | 0 | For |
| Equitable | 14,095 | 0 | 3,040 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,276 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 6,600 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,285 | 0 | 0 | 0 | For |
| First Trust | 5,669 | 0 | 0 | 0 | For |
| American Century | 5,464 | 0 | 0 | 0 | For |
| Global X | 4,848 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,972 | 0 | 0 | 0 | For |
| Pacific Life | 3,946 | 0 | 0 | 0 | For |
| Northern Trust | 3,372 | 0 | 0 | 0 | For |
| John Hancock | 3,330 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 5 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
FIRST WESTERN FINANCIAL INC.’s own tally for this item (“Elect Director: Scott C. Mitchell”): 6,217,716 for, 118,047 withheld, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 9,715,432 outstanding shares: 64% for, 1% withheld (65% of the company cast a for/withheld vote).
The 44 asset managers below cast 100% of the shares they voted on this item FOR (1,626,139 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 395,374 | 0 | 0 | 0 | For |
| BlackRock | 323,533 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 196,656 | 0 | 0 | 0 | For |
| Fidelity | 155,356 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 114,000 | 0 | 0 | 0 | For |
| Dimensional | 106,909 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 63,820 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 54,082 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 29,574 | 0 | 0 | 0 | For |
| TIAA | 25,979 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 25,391 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 24,880 | 0 | Abstain |
| Charles Schwab | 22,554 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 20,968 | 0 | 0 | 0 | For |
| Equitable | 17,135 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,276 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 0 | 0 | 6,600 | 0 | Abstain |
| Lincoln Financial | 6,285 | 0 | 0 | 0 | For |
| First Trust | 5,669 | 0 | 0 | 0 | For |
| American Century | 5,464 | 0 | 0 | 0 | For |
| Global X | 4,848 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,972 | 0 | 0 | 0 | For |
| Pacific Life | 3,946 | 0 | 0 | 0 | For |
| Northern Trust | 3,372 | 0 | 0 | 0 | For |
| John Hancock | 3,330 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 5 wordings of this item as funds reported it.
99.3% Majority: yes · of votes cast
FIRST WESTERN FINANCIAL INC.’s own tally for this item (“Elect Director: Scott C. Wylie”): 6,293,614 for, 42,149 withheld, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 9,715,432 outstanding shares: 65% for, 0.5% withheld (65% of the company cast a for/withheld vote).
The 44 asset managers below cast 100% of the shares they voted on this item FOR (1,633,331 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 395,374 | 0 | 0 | 0 | For |
| BlackRock | 323,533 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 196,656 | 0 | 0 | 0 | For |
| Fidelity | 155,356 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 114,000 | 0 | 0 | 0 | For |
| Dimensional | 106,909 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 63,820 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 54,082 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 29,574 | 0 | 0 | 0 | For |
| TIAA | 25,979 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 25,391 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 0 | 24,880 | 0 | Abstain |
| Charles Schwab | 22,554 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 20,968 | 0 | 0 | 0 | For |
| Equitable | 17,135 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,276 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 6,600 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,285 | 0 | 0 | 0 | For |
| First Trust | 5,669 | 0 | 0 | 0 | For |
| American Century | 5,464 | 0 | 0 | 0 | For |
| Global X | 4,848 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,972 | 0 | 0 | 0 | For |
| Pacific Life | 3,946 | 0 | 0 | 0 | For |
| Northern Trust | 3,372 | 0 | 0 | 0 | For |
| John Hancock | 3,330 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 5 wordings of this item as funds reported it.
99.1% Majority: yes · of votes cast
FIRST WESTERN FINANCIAL INC.’s own tally for this item (“Elect Director: Thomas A. Gart”): 6,284,789 for, 50,974 withheld, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 9,715,432 outstanding shares: 65% for, 0.6% withheld (65% of the company cast a for/withheld vote).
The 44 asset managers below cast 100% of the shares they voted on this item FOR (1,651,563 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 395,374 | 0 | 0 | 0 | For |
| BlackRock | 323,533 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 196,656 | 0 | 0 | 0 | For |
| Fidelity | 155,356 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 114,000 | 0 | 0 | 0 | For |
| Dimensional | 106,909 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 63,820 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 54,082 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 29,574 | 0 | 0 | 0 | For |
| TIAA | 25,979 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 25,391 | 0 | 0 | 0 | For |
| EA Series Trust | 24,880 | 0 | 0 | 0 | For |
| Charles Schwab | 22,554 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 20,968 | 0 | 0 | 0 | For |
| Equitable | 17,135 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,276 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 6,600 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,285 | 0 | 0 | 0 | For |
| First Trust | 5,669 | 0 | 0 | 0 | For |
| American Century | 5,464 | 0 | 0 | 0 | For |
| Global X | 0 | 0 | 4,848 | 0 | Abstain |
| AIG/SunAmerica | 3,972 | 0 | 0 | 0 | For |
| Pacific Life | 3,946 | 0 | 0 | 0 | For |
| Northern Trust | 3,372 | 0 | 0 | 0 | For |
| John Hancock | 3,330 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
97% Majority: yes · of votes cast
FIRST WESTERN FINANCIAL INC.’s own tally for this item (“Proposal 2: Ratification of Appointment of Crowe LLP as the Company's Independent Registered Public Accounting Firm At the Annual Meeting, the Company's shareholders ratified the appointment of Crowe LLP as the independe”): 6,968,273 for, 188,488 against, per its Form 8-K (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 9,715,432 outstanding shares: 72% for, 2% against (74% of the company cast a for/against vote).
The 44 asset managers below cast 98% of the shares they voted on this item FOR (1,621,151 for, 37,060 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 395,374 | 0 | 0 | 0 | For |
| BlackRock | 323,533 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 196,656 | 0 | 0 | 0 | For |
| Fidelity | 155,356 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 114,000 | 0 | 0 | 0 | For |
| Dimensional | 106,909 | 0 | 0 | 0 | For |
| DIAMOND HILL FUNDS | 63,820 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 54,082 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 17,394 | 12,180 | 0 | 0 | For |
| TIAA | 25,979 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 25,391 | 0 | 0 | 0 | For |
| EA Series Trust | 0 | 24,880 | 0 | 0 | Against |
| Charles Schwab | 22,554 | 0 | 0 | 0 | For |
| Blackstone Alternative Investment Funds | 20,968 | 0 | 0 | 0 | For |
| Equitable | 17,135 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 14,276 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 6,600 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,285 | 0 | 0 | 0 | For |
| First Trust | 5,669 | 0 | 0 | 0 | For |
| American Century | 5,464 | 0 | 0 | 0 | For |
| Global X | 4,848 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 3,972 | 0 | 0 | 0 | For |
| Pacific Life | 3,946 | 0 | 0 | 0 | For |
| Northern Trust | 3,372 | 0 | 0 | 0 | For |
| John Hancock | 3,330 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Ranked by the number of FIRST WESTERN FINANCIAL INC. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 9,715,432 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 4.77% |
| 2 | Vanguard | 4.15% |
| 3 | AllianceBernstein | 3.85% |
| 4 | WASATCH ADVISORS LP | 2.35% |
| 5 | Rhino Investment Partners, Inc | 2.27% |
| 6 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 2.17% |
| 7 | RMB INVESTORS TRUST | 2.02% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.81% |
| 9 | Fidelity | 1.63% |
| 10 | Dimensional | 1.39% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| Scott C. Wylie | 7.81% | DEF14A |
| The Banc Funds Company, L.L.C. | 7.81% | DEF14A |
| Wellington Management Group LLP | 5.36% | 13G |
| BlackRock | 5.34% | 13F |
| Vanguard Group | 4.13% | 13F |
| Joseph C. Zimlich | 2.47% | DEF14A |
| Dimensional Fund Advisors | 2.07% | 13F |
| Geode Capital | 1.80% | 13F |
| Patrick H. Hamill | 1.70% | DEF14A |
| State Street | 1.12% | 13F |
Percentages above are of 9,715,432 shares outstanding, as reported by FIRST WESTERN FINANCIAL INC. on its Form 10-Q dated 2025-05-05 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from FIRST WESTERN FINANCIAL INC.’s 10-Q dated 2025-05-05. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At FIRST WESTERN FINANCIAL INC.'s shareholder meeting held 2025-06-04, in the 2024-2025 proxy season, 102 asset managers reported how they voted on 14 ballot items in their SEC Form N-PX filings, covering 1,686 separate fund positions. On the most widely held item on that ballot — Advisory, non-binding vote to approve the compensation paid to the Company's named executive… — FOR was 93% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: FIRST WESTERN FINANCIAL INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission (filing date not recorded for this item).
FIRST WESTERN FINANCIAL INC. proxy season coverage: 2024-2025 (this page) · 2025-2026.