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 Q2	$6.93M	Sell	215,815 -37,521	-15%	-$1.07M	2.45%	17
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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

Mendon Capital Advisors's MYFW Position: Q2 2026 in Review

Mendon Capital Advisors reduced its First Western Financial (MYFW) stake by 15% in Q2 2026, selling an estimated $1.07M and leaving 215,815 shares worth $6.93M. The position accounts for 2.45% of the portfolio, ranked #17.

Mendon Capital Advisors first reported a position in MYFW in Q3 2018 and has held it in 26 quarters since. 104 funds tracked by Wall St. Rank hold MYFW as of Q2 2026.

Mendon Capital Advisors held 215,815 shares of First Western Financial worth $6.93M as of Q2 2026.
Mendon Capital Advisors sold 37,521 First Western Financial shares in Q2 2026, an estimated $1.07M.
First Western Financial made up 2.45% of Mendon Capital Advisors's portfolio in Q2 2026, its #17 holding.
Mendon Capital Advisors first reported a position in First Western Financial in Q3 2018 and has held it in 26 quarters since.
104 funds tracked by Wall St. Rank held First Western Financial as of Q2 2026.

Based on Mendon Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.