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Mendon Capital Advisors’s First Western Financial MYFW Stock Holding History

Mendon Capital Advisors’s Portfolio MYFW Stock Details MYFW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.23M Hold
253,336
– – 2.41% 16
2025
Q4 		$6.79M Hold
253,336
– – 2.01% 17
2025
Q3 		$5.83M Sell
253,336
-27,188
-10% -$620K 2.24% 17
2025
Q2 		$6.33M Buy
280,524
+23,317
+9% +$481K 3.07% 11
2025
Q1 		$5.05M Sell
257,207
-391
-0.2% -$7.67K 2.34% 18
2024
Q4 		$5.04M Buy
257,598
+155,432
+152% +$3.18M 2.48% 16
2024
Q3 		$2.04M Buy
102,166
+30,751
+43% +$560K 1.32% 23
2024
Q2 		$1.98M Buy
71,415
+40,138
+128% +$658K 1.1% 30
2024
Q1 		$1.17M Sell
31,277
-25,786
-45% -$406K 0.63% 39
2023
Q4 		$1.13M Buy
+57,063
New +$964K 0.47% 45
2022
Q1 		$1.12M Sell
35,941
-20,000
-36% -$649K 0.37% 48
2021
Q4 		$1.7M Buy
55,941
+40,000
+251% +$1.2M 0.49% 50
2021
Q3 		$459K Sell
15,941
-862
-5% -$23.1K 0.16% 56
2021
Q2 		$435K Sell
16,803
-3,197
-16% -$85.3K 0.16% 55
2021
Q1 		$500K Sell
20,000
-7,632
-28% -$160K 0.18% 49
2020
Q4 		$541K Hold
27,632
– – 0.25% 49
2020
Q3 		$358K Sell
27,632
-2,820
-9% -$38.6K 0.21% 47
2020
Q2 		$434K Sell
30,452
-6,855
-18% -$91.8K 0.22% 50
2020
Q1 		$528K Sell
37,307
-2,767
-7% -$45.5K 0.26% 47
2019
Q4 		$660K Buy
40,074
+3,057
+8% +$50K 0.11% 60
2019
Q3 		$633K Buy
37,017
+3,254
+10% +$47.5K 0.11% 67
2019
Q2 		$448K Sell
33,763
-2,911
-8% -$38.7K 0.07% 64
2019
Q1 		$481K Buy
36,674
+13,471
+58% +$181K 0.06% 79
2018
Q4 		$272K Buy
23,203
+2,822
+14% +$38.1K 0.03% 89
2018
Q3 		$356K Buy
+20,381
New +$362K 0.03% 101

Other funds holding MYFW

NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mendon Capital Advisors's MYFW Position: Q1 2026 in Review

Mendon Capital Advisors held its First Western Financial (MYFW) position steady in Q1 2026 at 253,336 shares worth $6.23M. The position accounts for 2.41% of the portfolio, ranked #16.

Mendon Capital Advisors first reported a position in MYFW in Q3 2018 and has held it in 25 quarters since. The position peaked at $6.79M in Q4 2025. 95 funds tracked by Wall St. Rank hold MYFW as of Q1 2026.

  • Mendon Capital Advisors held 253,336 shares of First Western Financial worth $6.23M as of Q1 2026.
  • Mendon Capital Advisors left its First Western Financial share count unchanged in Q1 2026.
  • First Western Financial made up 2.41% of Mendon Capital Advisors's portfolio in Q1 2026, its #16 holding.
  • Mendon Capital Advisors first reported a position in First Western Financial in Q3 2018 and has held it in 25 quarters since.
  • Mendon Capital Advisors's First Western Financial position peaked at $6.79M in Q4 2025.
  • 95 funds tracked by Wall St. Rank held First Western Financial as of Q1 2026.

Based on Mendon Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.